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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 8 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 365.0 $158K 0.03% +26.0 +7.7% $433.10 -28.4%
142 WMB WILLIAMS COS INC Energy 2,121.0 $158K 0.03% $74.34 -4.5%
143 ENB ENBRIDGE INC Energy 2,821.0 $153K 0.03% $54.21 -7.6%
144 VV VANGUARD INDEX FDS 440.0 $151K 0.03% $343.91 +2.3%
145 ISHARES TR 6,653.0 $151K 0.03% $22.70
146 MCD MCDONALDS CORP Consumer Cyclical 547.0 $148K 0.03% +143.0 +35.4% $270.31 +0.8%
147 QQQM INVESCO EXCH TRADED FD TR II 485.0 $147K 0.03% -16.0 -3.2% $302.85 -4.0%
148 SYK STRYKER CORPORATION Healthcare 451.0 $142K 0.03% -21.0 -4.5% $314.71 +4.2%
149 ADI ANALOG DEVICES INC Technology 353.0 $140K 0.03% +16.0 +4.8% $397.17 -6.5%
150 RTX RTX CORPORATION Industrials 725.0 $138K 0.03% +98.0 +15.6% $189.80 +10.2%
151 SCHX SCHWAB STRATEGIC TR 4,623.0 $136K 0.03% $29.43 +2.4%
152 QCLN FIRST TR EXCHANGE-TRADED FD 2,218.0 $136K 0.03% $61.32 -19.7%
153 FSMB FIRST TR EXCH TRADED FD III 6,767.0 $135K 0.03% NEW $19.99 -0.6%
154 CVS CVS HEALTH CORP Healthcare 1,291.0 $134K 0.03% +37.0 +3.0% $103.42 -9.0%
155 CQP CHENIERE ENERGY PARTNERS L P Energy 2,174.0 $133K 0.03% -158.0 -6.8% $60.95 +11.6%
156 IJR ISHARES TR 891.0 $132K 0.03% $148.29 -1.0%
157 AFL AFLAC INC Financial Services 1,106.0 $130K 0.03% +27.0 +2.5% $117.25 +0.8%
158 LIN LINDE PLC Basic Materials 250.0 $130K 0.03% +26.0 +11.6% $518.60 -5.5%
159 DUK DUKE ENERGY CORP NEW Utilities 1,009.0 $128K 0.03% +96.0 +10.5% $126.58 -3.6%
160 KLAC KLA CORP Technology 423.0 $128K 0.03% +382.0 +931.7% $301.71 -39.8%
Page 8 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%