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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 4 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 20,865.0 $2.8M 0.56% -674.0 -3.1% $135.40 +6.8%
62 HD HOME DEPOT INC Consumer Cyclical 8,007.0 $2.8M 0.56% -250.0 -3.0% $352.69 -4.3%
63 IWP ISHARES TR 18,925.0 $2.8M 0.55% -2K -9.6% $146.41 -3.2%
64 VOO VANGUARD INDEX FDS 3,840.0 $2.6M 0.52% +75.0 +2.0% $686.75 +2.2%
65 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 29,413.0 $2.4M 0.47% -1K -4.2% $81.16 -9.4%
66 BOXX EA SERIES TRUST 19,353.0 $2.3M 0.45% +9K +86.6% $117.09 +0.7%
67 EA SERIES TRUST 35,428.0 $2.1M 0.42% $59.74
68 EA SERIES TRUST 36,070.0 $2.1M 0.41% $56.92
69 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,209.0 $1.6M 0.33% +66.0 +3.1% $746.76 +2.2%
70 IGIB ISHARES TR 30,253.0 $1.6M 0.32% -2K -5.1% $53.17 -1.8%
71 STIP ISHARES TR 15,482.0 $1.6M 0.31% +14K +725.3% $102.16 -1.2%
72 BSCS INVESCO EXCH TRD SLF IDX FD 74,858.0 $1.5M 0.30% +3K +3.6% $20.36 -0.2%
73 PSA PUBLIC STORAGE Real Estate 4,704.0 $1.5M 0.30% -64.0 -1.3% $318.31 +2.1%
74 BSCU INVESCO EXCH TRD SLF IDX FD 72,356.0 $1.2M 0.24% -898.0 -1.2% $16.64 -0.9%
75 BSCW INVESCO EXCH TRD SLF IDX FD 56,913.0 $1.2M 0.23% -728.0 -1.3% $20.51 -1.4%
76 MA MASTERCARD INCORPORATED Financial Services 2,222.0 $1.1M 0.23% -6K -71.7% $513.60 +16.8%
77 NFLX NETFLIX INC Communication Services 15,569.0 $1.1M 0.22% -178.0 -1.1% $71.40 +12.1%
78 GOOG ALPHABET INC 3,037.0 $1.1M 0.21% +185.0 +6.5% $353.36
79 FORTINET INC 6,895.0 $1.1M 0.21% +48.0 +0.7% $153.62
80 PLTR PALANTIR TECHNOLOGIES INC Technology 8,473.0 $989K 0.20% +471.0 +5.9% $116.67 +50.8%
Page 4 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%