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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 12 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RVMD REVOLUTION MEDICINES INC Healthcare 352.0 $66K 0.01% +20.0 +6.0% $187.52 +13.3%
222 ANET ARISTA NETWORKS INC Technology 388.0 $66K 0.01% -36.0 -8.5% $169.88 +11.7%
223 VBR VANGUARD INDEX FDS 270.0 $66K 0.01% $242.99 +2.0%
224 CME CME GROUP INC Financial Services 293.0 $65K 0.01% +64.0 +27.9% $220.98 +25.7%
225 IVE ISHARES TR 284.0 $64K 0.01% NEW $227.06 +4.6%
226 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,119.0 $64K 0.01% -842.0 -42.9% $57.62 +17.4%
227 TDG TRANSDIGM GROUP INC Industrials 48.0 $64K 0.01% +3.0 +6.7% $1332.04 -10.5%
228 BSV VANGUARD BD INDEX FDS 820.0 $64K 0.01% $77.91 -0.3%
229 UNM UNUM GROUP Financial Services 713.0 $64K 0.01% $89.40 -0.1%
230 UNP UNION PAC CORP Industrials 234.0 $64K 0.01% +12.0 +5.4% $272.00 +13.7%
231 ABNB AIRBNB INC Consumer Cyclical 442.0 $63K 0.01% -3.0 -0.7% $143.10 +32.8%
232 OXY OCCIDENTAL PETE CORP Energy 1,292.0 $63K 0.01% +16.0 +1.2% $48.57 +21.2%
233 BSCT INVESCO EXCH TRD SLF IDX FD 3,355.0 $62K 0.01% $18.58 -0.3%
234 SCHG SCHWAB STRATEGIC TR 1,840.0 $62K 0.01% $33.84 +4.4%
235 ED CONSOLIDATED EDISON INC Utilities 552.0 $61K 0.01% +257.0 +87.1% $110.63 -3.1%
236 UNILEVER PLC 1,015.0 $61K 0.01% -49K -98.0% $60.15
237 FCX FREEPORT MCMORAN INC Basic Materials 960.0 $60K 0.01% +98.0 +11.4% $62.89 +25.4%
238 VTEB VANGUARD MUN BD FDS 1,192.0 $60K 0.01% +199.0 +20.0% $50.58 -1.9%
239 FITB FIFTH THIRD BANCORP Financial Services 1,064.0 $60K 0.01% +12.0 +1.1% $56.37 -2.7%
240 BITB BITWISE BITCOIN ETF TR Financial Services 1,846.0 $59K 0.01% $31.86 +34.8%
Page 12 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%