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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 7 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG PROCTER & GAMBLE CO Consumer Defensive 1,379.0 $199K 0.05% NEW $144.45 +4.4%
122 JNJ JOHNSON & JOHNSON Healthcare 809.0 $198K 0.04% NEW $244.34 -2.2%
123 GEV GE VERNOVA INC Utilities 223.0 $195K 0.04% NEW $872.91 +18.6%
124 STIP ISHARES TR 1,876.0 $194K 0.04% NEW $103.43 -1.5%
125 DFUV DIMENSIONAL ETF TRUST 3,662.0 $177K 0.04% NEW $48.46 +12.3%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 1,050.0 $174K 0.04% NEW $165.34 +8.1%
127 THOMSON REUTERS CORP 1,891.0 $170K 0.04% -25K -93.1% $89.98
128 T AT&T INC Communication Services 5,861.0 $170K 0.04% NEW $28.99 -21.3%
129 DFUS DIMENSIONAL ETF TRUST 2,307.0 $164K 0.04% NEW $70.91 +13.3%
130 SYK STRYKER CORPORATION Healthcare 472.0 $155K 0.04% NEW $328.46 -5.6%
131 WMB WILLIAMS COS INC Energy 2,123.0 $155K 0.04% NEW $72.78 +3.0%
132 MU MICRON TECHNOLOGY INC Technology 454.0 $153K 0.04% NEW $337.74 +211.4%
133 ENB ENBRIDGE INC Energy 2,821.0 $153K 0.04% NEW $54.14 +3.0%
134 ISHARES TR 6,653.0 $153K 0.04% NEW $22.93
135 CQP CHENIERE ENERGY PARTNERS L P Energy 2,332.0 $151K 0.04% NEW $64.63 -5.6%
136 AXP AMERICAN EXPRESS CO Financial Services 494.0 $149K 0.03% NEW $302.48 +11.7%
137 VTV VANGUARD INDEX FDS 756.0 $148K 0.03% NEW $196.34 +10.7%
138 AXON AXON ENTERPRISE INC Industrials 331.0 $141K 0.03% NEW $424.69 +2.0%
139 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,518.0 $135K 0.03% NEW $38.42 -8.1%
140 VV VANGUARD INDEX FDS 440.0 $131K 0.03% NEW $298.85 +13.3%
Page 7 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%