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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 9 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADI ANALOG DEVICES INC Technology 337.0 $107K 0.03% NEW $318.14 +28.0%
162 IWD ISHARES TR 491.0 $105K 0.02% NEW $213.67 +12.8%
163 QCLN FIRST TR EXCHANGE-TRADED FD 2,218.0 $103K 0.02% NEW $46.47 +31.6%
164 TRV TRAVELERS COMPANIES INC Financial Services 347.0 $101K 0.02% NEW $291.68 +8.7%
165 IAGG ISHARES TR 2,001.0 $100K 0.02% NEW $50.04 +0.8%
166 PSX PHILLIPS 66 Energy 531.0 $97K 0.02% NEW $182.18 -6.5%
167 ACWI ISHARES TR 699.0 $97K 0.02% NEW $138.37 +11.6%
168 CVS CVS HEALTH CORP Healthcare 1,254.0 $90K 0.02% NEW $71.83 +41.4%
169 ISHARES TR 4,230.0 $86K 0.02% NEW $20.40
170 MO ALTRIA GROUP INC Consumer Defensive 1,304.0 $86K 0.02% NEW $65.99 +8.5%
171 WDC WESTERN DIGITAL CORP Technology 315.0 $85K 0.02% NEW $270.49 +170.8%
172 NOW SERVICENOW INC Technology 814.0 $85K 0.02% NEW $104.55 -8.2%
173 BAC BANK AMERICA CORP Financial Services 1,739.0 $85K 0.02% NEW $48.75 +18.8%
174 AON AON PLC Financial Services 260.0 $84K 0.02% NEW $322.78 -0.6%
175 UBER UBER TECHNOLOGIES INC Technology 1,157.0 $83K 0.02% NEW $71.93 -3.1%
176 OXY OCCIDENTAL PETE CORP Energy 1,276.0 $83K 0.02% NEW $65.00 -19.6%
177 CEG CONSTELLATION ENERGY CORP Utilities 296.0 $83K 0.02% NEW $279.25 -3.2%
178 TLH ISHARES TR 815.0 $82K 0.02% NEW $100.72 -0.7%
179 PBW INVESCO EXCHANGE TRADED FD T 2,585.0 $82K 0.02% NEW $31.58 +23.2%
180 BLK BLACKROCK INC Financial Services 83.0 $80K 0.02% NEW $967.25 +5.0%
Page 9 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%