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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 2 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QVAL EA SERIES TRUST 127,564.0 $7.1M 1.40% +40K +45.0% $55.45 +12.5%
22 CVX CHEVRON CORPORATION Energy 41,506.0 $6.9M 1.37% -1K -2.5% $165.76 +22.7%
23 SCHF SCHWAB STRATEGIC TR 241,321.0 $6.7M 1.33% -6K -2.6% $27.70 +2.3%
24 ABBV ABBVIE INC Healthcare 25,639.0 $6.5M 1.28% -1K -4.7% $251.64 +5.1%
25 AMZN AMAZON COM INC Consumer Cyclical 26,738.0 $6.4M 1.26% +320.0 +1.2% $238.34 +9.9%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,435.0 $6.0M 1.20% -73.0 -1.1% $935.43 +3.6%
27 PWB INVESCO EXCHANGE TRADED FD T 34,763.0 $5.9M 1.16% -593.0 -1.7% $168.46 -8.1%
28 DGRO ISHARES TR 75,661.0 $5.7M 1.14% -4K -4.6% $75.79 +5.4%
29 XOM EXXON MOBIL CORP Energy 41,274.0 $5.6M 1.12% -1K -2.9% $136.72 +19.7%
30 GOVT ISHARES TR 243,965.0 $5.6M 1.10% +139K +132.7% $22.78 -1.3%
31 WMT WALMART INC Consumer Defensive 48,099.0 $5.4M 1.08% -698.0 -1.4% $113.26 -6.3%
32 NVDA NVIDIA CORPORATION Technology 27,047.0 $5.4M 1.07% +698.0 +2.6% $200.09 +4.7%
33 SDVY FIRST TR EXCHANGE TRADED FD 117,747.0 $5.1M 1.01% -4K -3.1% $43.14 +1.8%
34 LAMR LAMAR ADVERTISING CO Real Estate 32,504.0 $5.1M 1.01% -575.0 -1.7% $155.98 -2.6%
35 VPL VANGUARD INTL EQUITY INDEX F 43,494.0 $5.0M 1.00% -440.0 -1.0% $115.69 -1.4%
36 SPIB SPDR SERIES TRUST 147,877.0 $4.9M 0.98% +68K +85.9% $33.46 -1.0%
37 BERKSHIRE HATHAWAY INC DEL 9,795.0 $4.9M 0.97% $500.38
38 DON WISDOMTREE TR 86,608.0 $4.9M 0.97% -3K -3.0% $56.52 +3.0%
39 JPM JPMORGAN CHASE & CO Financial Services 14,640.0 $4.8M 0.95% $327.33 +8.9%
40 DE DEERE & CO Industrials 7,421.0 $4.7M 0.93% -162.0 -2.1% $634.33 +2.1%
Page 2 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%