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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 5 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GGOV BLACKROCK ETF TRUST II 19,385.0 $975K 0.19% NEW $50.29 -0.4%
82 LLY ELI LILLY & CO Healthcare 767.0 $920K 0.18% +16.0 +2.1% $1198.97 +4.1%
83 META META PLATFORMS INC Communication Services 1,511.0 $851K 0.17% +33.0 +2.2% $563.16 -0.7%
84 IAU ISHARES GOLD TR Financial Services 10,486.0 $792K 0.16% +7K +198.8% $75.51 +15.8%
85 TXN TEXAS INSTRS INC Technology 2,565.0 $764K 0.15% +49.0 +1.9% $298.03 -13.1%
86 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,007.0 $744K 0.15% +19.0 +1.0% $370.59 -2.8%
87 MU MICRON TECHNOLOGY INC Technology 624.0 $720K 0.14% +170.0 +37.4% $1154.14 -21.1%
88 SYSB ISHARES TR 7,987.0 $709K 0.14% +7K +473.8% $88.72 -1.5%
89 PFF ISHARES TR 23,016.0 $702K 0.14% +15K +176.2% $30.49 +0.1%
90 TSLA TESLA INC Consumer Cyclical 1,657.0 $697K 0.14% +191.0 +13.0% $420.72 -17.1%
91 IVV ISHARES TR 921.0 $690K 0.14% -54.0 -5.5% $749.13 +2.4%
92 BNL BROADSTONE NET LEASE INC Real Estate 32,358.0 $669K 0.13% $20.67 +2.6%
93 TLH ISHARES TR 6,656.0 $668K 0.13% +6K +716.7% $100.35 -3.2%
94 ETN EATON CORP PLC Industrials 1,487.0 $634K 0.13% $426.12 -4.1%
95 ICVT ISHARES TR 5,035.0 $613K 0.12% +4K +336.7% $121.74 -5.8%
96 ORCL ORACLE CORP Technology 4,096.0 $600K 0.12% -354.0 -8.0% $146.55 -2.8%
97 VONG VANGUARD SCOTTSDALE FDS 3,863.0 $494K 0.10% $127.81 -2.5%
98 IWB ISHARES TR 1,171.0 $480K 0.10% $409.50 +2.2%
99 SCHA SCHWAB STRATEGIC TR 12,808.0 $463K 0.09% $36.13 -4.6%
100 HYDB ISHARES TR 9,886.0 $462K 0.09% -3K -22.0% $46.77 -0.4%
Page 5 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%