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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $504M AUM 2,530 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 447 New 530 Added 336 Reduced 124 Exited
Page 3 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGIB ISHARES TR 30,253.0 $1.6M 0.32% -2K -5.1% $53.17 -1.8%
42 PSA PUBLIC STORAGE Real Estate 4,704.0 $1.5M 0.30% -64.0 -1.3% $318.31 +2.1%
43 BSCU INVESCO EXCH TRD SLF IDX FD 72,356.0 $1.2M 0.24% -898.0 -1.2% $16.64 -0.9%
44 BSCW INVESCO EXCH TRD SLF IDX FD 56,913.0 $1.2M 0.23% -728.0 -1.3% $20.51 -1.4%
45 MA MASTERCARD INCORPORATED Financial Services 2,222.0 $1.1M 0.23% -6K -71.7% $513.60 +16.8%
46 NFLX NETFLIX INC Communication Services 15,569.0 $1.1M 0.22% -178.0 -1.1% $71.40 +12.1%
47 IVV ISHARES TR 921.0 $690K 0.14% -54.0 -5.5% $749.13 +2.4%
48 ORCL ORACLE CORP Technology 4,096.0 $600K 0.12% -354.0 -8.0% $146.55 -2.8%
49 HYDB ISHARES TR 9,886.0 $462K 0.09% -3K -22.0% $46.77 -0.4%
50 IBTO ISHARES TR 17,074.0 $412K 0.08% -329.0 -1.9% $24.13 -1.4%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 659.0 $315K 0.06% -12.0 -1.8% $477.57 -14.1%
52 PFE PFIZER INC Healthcare 11,838.0 $285K 0.06% -567.0 -4.6% $24.08 +16.2%
53 NEE NEXTERA ENERGY INC Utilities 3,074.0 $270K 0.05% -26.0 -0.8% $87.78 -4.2%
54 GE GE AEROSPACE Industrials 721.0 $269K 0.05% -7.0 -1.0% $373.73 -8.5%
55 JNJ JOHNSON & JOHNSON Healthcare 799.0 $203K 0.04% -10.0 -1.2% $254.05 +7.5%
56 COP CONOCOPHILLIPS Energy 1,894.0 $197K 0.04% -11.0 -0.6% $103.94 +28.3%
57 SNDK SANDISK CORP Technology 86.0 $196K 0.04% -2.0 -2.3% $2273.74 -34.3%
58 SPGI S&P GLOBAL INC Financial Services 414.0 $169K 0.03% -4K -90.8% $407.26 +6.9%
59 QQQM INVESCO EXCH TRADED FD TR II 485.0 $147K 0.03% -16.0 -3.2% $302.85 -4.0%
60 SYK STRYKER CORPORATION Healthcare 451.0 $142K 0.03% -21.0 -4.5% $314.71 +4.2%
Page 3 of 17  ·  336 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 22.8%
Healthcare 14.8%
Financial Services 13.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Communication Services 6.8%
Consumer Defensive 6.8%
Energy 6.0%
Real Estate 4.9%
Utilities 3.2%