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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 10 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLACKROCK ETF TRUST 2,498.0 $91K 0.02% NEW $36.60
182 CRWD CROWDSTRIKE HLDGS INC Technology 119.0 $91K 0.02% +11.0 +10.2% $190.79 -0.1%
183 PWR QUANTA SVCS INC Industrials 126.0 $91K 0.02% +4.0 +3.3% $720.05 -14.3%
184 PSX PHILLIPS 66 Energy 533.0 $90K 0.02% $169.05 +43.1%
185 VRTX VERTEX PHARMACEUTICALS INC Healthcare 179.0 $89K 0.02% +57.0 +46.7% $497.34 +10.1%
186 DFAT DIMENSIONAL ETF TRUST 1,272.0 $89K 0.02% $69.90 +2.1%
187 ASML ASML HLDG NV Technology 43.0 $86K 0.02% $1989.47 -12.5%
188 MRVL MARVELL TECHNOLOGY INC Technology 287.0 $85K 0.02% +23.0 +8.7% $297.90 -23.0%
189 ISHARES TR 4,230.0 $85K 0.02% $20.19
190 BLK BLACKROCK INC Financial Services 89.0 $85K 0.02% +6.0 +7.2% $956.89 +22.5%
191 DGX QUEST DIAGNOSTICS INC Healthcare 398.0 $84K 0.02% $211.95 +15.1%
192 DBEF DBX ETF TR 1,544.0 $84K 0.02% $54.63 +2.2%
193 CI THE CIGNA GROUP Healthcare 305.0 $84K 0.02% +15.0 +5.2% $275.69 +1.7%
194 HIDE EA SERIES TRUST 3,513.0 $84K 0.02% NEW $23.90 +3.6%
195 COF CAPITAL ONE FINL CORP Financial Services 416.0 $83K 0.02% +31.0 +8.1% $200.62 +7.8%
196 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 249.0 $82K 0.02% +17.0 +7.3% $330.46 -0.1%
197 PEY INVESCO EXCHANGE TRADED FD T 3,540.0 $82K 0.02% $23.18 +8.8%
198 URI UNITED RENTALS INC Industrials 71.0 $80K 0.02% +2.0 +2.9% $1132.90 -4.4%
199 IVW ISHARES TR 581.0 $80K 0.02% NEW $137.53 +0.3%
200 LGND LIGAND PHARMACEUTICALS INC Healthcare 246.0 $78K 0.01% $316.09 -11.4%
Page 10 of 94  ·  1,876 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%