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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1441 New 41 Added 44 Reduced 1 Exited
Page 5 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC Communication Services 1,478.0 $845K 0.19% +61.0 +4.3% $571.98 -1.7%
82 GOOG ALPHABET INC Communication Services 2,852.0 $818K 0.19% +361.0 +14.5% $286.86 +20.6%
83 LLY ELI LILLY & CO Healthcare 751.0 $690K 0.16% -30.0 -3.8% $919.41 +20.4%
84 ORCL ORACLE CORP Technology 4,450.0 $655K 0.15% +156.0 +3.6% $147.11 +12.3%
85 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,988.0 $650K 0.15% +363.0 +22.3% $327.07 +18.3%
86 IVV ISHARES TR 975.0 $637K 0.15% +11.0 +1.1% $653.31 +12.8%
87 BRTR BLACKROCK ETF TRUST II 12,090.0 $607K 0.14% NEW $50.19 -0.0%
88 BNL BROADSTONE NET LEASE INC Real Estate 32,358.0 $591K 0.14% $18.27 +15.2%
89 HYDB ISHARES TR 12,677.0 $590K 0.14% +4K +43.1% $46.52 +0.4%
90 FORTINET INC 6,847.0 $560K 0.13% +437.0 +6.8% $81.72
91 TSLA TESLA INC Consumer Cyclical 1,466.0 $545K 0.12% +82.0 +5.9% $371.87 +2.6%
92 ETN EATON CORP PLC Industrials 1,488.0 $532K 0.12% +593.0 +66.3% $357.67 +13.3%
93 TXN TEXAS INSTRS INC Technology 2,516.0 $489K 0.11% +1K +81.0% $194.18 +56.7%
94 IBTO ISHARES TR 17,403.0 $424K 0.10% $24.39 -1.5%
95 VONG VANGUARD SCOTTSDALE FDS 3,863.0 $424K 0.10% $109.69 +12.4%
96 IWB ISHARES TR 1,171.0 $418K 0.10% $356.56 +12.6%
97 BINC BLACKROCK ETF TRUST II 7,741.0 $402K 0.09% NEW $51.93 +0.7%
98 EFA ISHARES TR 3,965.0 $385K 0.09% $97.13 +5.4%
99 SCHA SCHWAB STRATEGIC TR 12,808.0 $372K 0.09% $29.08 +19.8%
100 HEFA ISHARES TR 8,419.0 $358K 0.08% $42.50 +9.1%
Page 5 of 78  ·  1,554 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 20.6%
Financial Services 16.4%
Healthcare 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Energy 8.0%
Consumer Defensive 7.7%
Communication Services 6.7%
Real Estate 4.5%
Utilities 3.4%