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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 6 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 752.0 $437K 0.09% +142.0 +23.3% $580.84 -21.4%
102 IBTO ISHARES TR 17,074.0 $412K 0.08% -329.0 -1.9% $24.13 -1.4%
103 EFA ISHARES TR 3,965.0 $412K 0.08% $103.88 +4.0%
104 MRK MERCK & CO INC Healthcare 3,122.0 $401K 0.08% +155.0 +5.2% $128.50 +17.3%
105 HEFA ISHARES TR 8,419.0 $395K 0.08% $46.93 +0.7%
106 IEMG ISHARES INC 4,674.0 $387K 0.08% $82.84 -2.8%
107 VUG VANGUARD INDEX FDS 4,326.0 $373K 0.07% +4K +556.5% $86.14 +0.9%
108 CSCO CISCO SYS INC Technology 3,171.0 $372K 0.07% +206.0 +7.0% $117.46 -6.2%
109 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 659.0 $315K 0.06% -12.0 -1.8% $477.57 -14.1%
110 V VISA INC Financial Services 896.0 $308K 0.06% +154.0 +20.8% $343.20 +11.4%
111 IJJ ISHARES TR 2,053.0 $303K 0.06% $147.73 +0.4%
112 XEL XCEL ENERGY INC Utilities 3,716.0 $298K 0.06% $80.31 -3.7%
113 VOE VANGUARD INDEX FDS 1,487.0 $294K 0.06% $197.60 +6.1%
114 PFE PFIZER INC Healthcare 11,838.0 $285K 0.06% -567.0 -4.6% $24.08 +16.2%
115 NEE NEXTERA ENERGY INC Utilities 3,074.0 $270K 0.05% -26.0 -0.8% $87.78 -4.2%
116 GE GE AEROSPACE Industrials 721.0 $269K 0.05% -7.0 -1.0% $373.73 -8.5%
117 GEV GE VERNOVA INC Utilities 225.0 $264K 0.05% +2.0 +0.9% $1174.87 -19.8%
118 KO COCA COLA CO Consumer Defensive 3,226.0 $262K 0.05% +294.0 +10.0% $81.27 +13.2%
119 AMAT APPLIED MATLS INC Technology 357.0 $258K 0.05% +15.0 +4.4% $723.00 -33.0%
120 HWM HOWMET AEROSPACE INC Industrials 937.0 $252K 0.05% $268.84 -2.1%
Page 6 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%