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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 24 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BLND BLEND LABS INC Technology 10,000.0 $17K 0.00% $1.71 -13.5%
462 MMM 3M CO Industrials 105.0 $17K 0.00% +2.0 +1.9% $161.91 +10.8%
463 STLD STEEL DYNAMICS INC Basic Materials 74.0 $17K 0.00% +6.0 +8.8% $229.47 +0.7%
464 GLD SPDR GOLD TR Financial Services 46.0 $17K 0.00% $368.39 +16.2%
465 VYM VANGUARD WHITEHALL FDS 107.0 $17K 0.00% $158.04 +4.3%
466 LVS LAS VEGAS SANDS CORP Consumer Cyclical 366.0 $17K 0.00% -43.0 -10.5% $46.19 +2.3%
467 RKLB ROCKET LAB CORP Industrials 165.0 $17K 0.00% +78.0 +89.7% $101.65 -34.2%
468 HIG HARTFORD INSURANCE GROUP INC Financial Services 126.0 $17K 0.00% +1.0 +0.8% $132.52 +4.3%
469 PINNACLE FINL PARTNERS INC 165.0 $17K 0.00% +2.0 +1.2% $101.18
470 AA ALCOA CORP Basic Materials 318.0 $17K 0.00% $52.16 -1.7%
471 CGDG CAPITAL GROUP DIVIDEND GROWE 442.0 $17K 0.00% NEW $37.51 +3.9%
472 IDVO AMPLIFY ETF TR 390.0 $16K 0.00% NEW $42.00 +3.7%
473 BKU BANKUNITED INC Financial Services 338.0 $16K 0.00% $48.45 -4.4%
474 IUSV ISHARES TR 148.0 $16K 0.00% $110.16 +4.4%
475 CFG CITIZENS FINL GROUP INC Financial Services 232.0 $16K 0.00% -44.0 -15.9% $70.07 -0.3%
476 PCTY PAYLOCITY HLDG CORP Technology 155.0 $16K 0.00% +56.0 +56.6% $104.54 +45.6%
477 HBAN HUNTINGTON BANCSHARES INC Financial Services 911.0 $16K 0.00% +198.0 +27.8% $17.74 -4.4%
478 NVT NVENT ELEC PLC Industrials 95.0 $16K 0.00% $169.62 -10.7%
479 VIG VANGUARD SPECIALIZED FUNDS 68.0 $16K 0.00% $236.63 +3.2%
480 SILA SILA REALTY TRUST INC Real Estate 529.0 $16K 0.00% $30.36 -0.0%
Page 24 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%