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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 6 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 2,967.0 $357K 0.08% +736.0 +33.0% $120.29 -0.6%
102 PFE PFIZER INC Healthcare 12,405.0 $348K 0.08% +2K +15.2% $28.08 -12.0%
103 IEMG ISHARES INC 4,674.0 $326K 0.07% $69.75 +16.6%
104 IAU ISHARES GOLD TR Financial Services 3,509.0 $309K 0.07% NEW $88.16 -12.3%
105 XEL XCEL ENERGY INC Utilities 3,713.0 $295K 0.07% +459.0 +14.1% $79.44 -0.8%
106 NEE NEXTERA ENERGY INC Utilities 3,100.0 $288K 0.07% NEW $92.89 -7.0%
107 VUG VANGUARD INDEX FDS 659.0 $288K 0.07% $436.76 -80.7%
108 VOE VANGUARD INDEX FDS 1,487.0 $274K 0.06% $184.28 +7.0%
109 IJJ ISHARES TR 2,053.0 $272K 0.06% $132.50 +9.0%
110 PFF ISHARES TR 8,333.0 $253K 0.06% NEW $30.32 +1.5%
111 COP CONOCOPHILLIPS Energy 1,905.0 $251K 0.06% NEW $132.00 -16.7%
112 CSCO CISCO SYS INC Technology 2,965.0 $230K 0.05% +211.0 +7.7% $77.59 +56.1%
113 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 671.0 $227K 0.05% NEW $337.95 +29.1%
114 V VISA INC Financial Services 742.0 $224K 0.05% -211.0 -22.1% $302.36 +8.0%
115 KO COCA COLA CO Consumer Defensive 2,932.0 $223K 0.05% NEW $76.05 +5.6%
116 WFC WELLS FARGO & CO Financial Services 2,708.0 $216K 0.05% NEW $79.61 +5.3%
117 HWM HOWMET AEROSPACE INC Industrials 933.0 $215K 0.05% NEW $230.44 +19.4%
118 LMT LOCKHEED MARTIN CORP Industrials 342.0 $207K 0.05% NEW $604.39 -16.7%
119 GE GE AEROSPACE Industrials 728.0 $207K 0.05% NEW $283.77 +25.6%
120 IWF ISHARES TR 472.0 $201K 0.05% $426.40 -71.9%
Page 6 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%