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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1441 New 41 Added 44 Reduced 1 Exited
Page 4 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES TR 4,230.0 $86K 0.02% NEW $20.40
62 MO ALTRIA GROUP INC Consumer Defensive 1,304.0 $86K 0.02% NEW $65.99 +8.2%
63 WDC WESTERN DIGITAL CORP Technology 315.0 $85K 0.02% NEW $270.49 +147.2%
64 NOW SERVICENOW INC Technology 814.0 $85K 0.02% NEW $104.55 -7.2%
65 BAC BANK AMERICA CORP Financial Services 1,739.0 $85K 0.02% NEW $48.75 +18.4%
66 AON AON PLC Financial Services 260.0 $84K 0.02% NEW $322.78 -1.1%
67 UBER UBER TECHNOLOGIES INC Technology 1,157.0 $83K 0.02% NEW $71.93 -2.5%
68 OXY OCCIDENTAL PETE CORP Energy 1,276.0 $83K 0.02% NEW $65.00 -19.4%
69 CEG CONSTELLATION ENERGY CORP Utilities 296.0 $83K 0.02% NEW $279.25 -2.0%
70 TLH ISHARES TR 815.0 $82K 0.02% NEW $100.72 -0.7%
71 PBW INVESCO EXCHANGE TRADED FD T 2,585.0 $82K 0.02% NEW $31.58 +24.8%
72 BLK BLACKROCK INC Financial Services 83.0 $80K 0.02% NEW $967.25 +4.7%
73 LOPE GRAND CANYON ED INC Consumer Defensive 470.0 $80K 0.02% NEW $170.03 -15.9%
74 DFAT DIMENSIONAL ETF TRUST 1,272.0 $79K 0.02% NEW $62.45 +9.5%
75 DGX QUEST DIAGNOSTICS INC Healthcare 397.0 $78K 0.02% NEW $195.98 +0.6%
76 CI THE CIGNA GROUP Healthcare 290.0 $77K 0.02% NEW $266.76 +5.9%
77 DBEF DBX ETF TR 1,544.0 $76K 0.02% NEW $49.40 +9.5%
78 PEY INVESCO EXCHANGE TRADED FD T 3,540.0 $76K 0.02% NEW $21.42 +6.0%
79 BKNG BOOKING HOLDINGS INC Consumer Cyclical 18.0 $76K 0.02% NEW $4210.33 -96.0%
80 XLE SELECT SECTOR SPDR TR 1,220.0 $75K 0.02% NEW $61.28 -11.1%
Page 4 of 73  ·  1,441 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Financial Services 16.4%
Healthcare 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Energy 8.0%
Consumer Defensive 7.7%
Communication Services 6.7%
Real Estate 4.5%
Utilities 3.4%