DOSSIER · 13F-HR · Q1 2026

JPL Wealth Management, LLC

$435M in tracked AUM across 2,172 positions as of Q1 2026.

JW
CIK 0002010710 · last filed Mar 31, 2026
Total AUM
$435M
as of Q1 2026
Holdings
2,172
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

JPL Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHO
SCHWAB STRATEGIC TR
$16M650K3.6%
02
SPYM
SPDR SERIES TRUST
$14M181K3.2%
03
AAPL
APPLE INC
$12M49K2.9%
04
AVGO
BROADCOM INC
$12M39K2.8%
05
DYNF
BLACKROCK ETF TRUST
$12M208K2.8%
06
CAOS
EA SERIES TRUST
$12M131K2.7%
07
GOOGL
ALPHABET INC
$11M38K2.5%
08
AAEQ
EA SERIES TRUST
$11M229K2.5%
09
UNH
UNITEDHEALTH GROUP INC
$10M39K2.4%
10
VTI
VANGUARD INDEX FDS
$9M29K2.1%

Filing history

2026Q1Mar 31
$435M 5.9%
2,172 positionsView →
2025Q4Dec 31
$410M 135.3%
132 positionsView →
2025Q3Sep 30
$174M 52.9%
809 positionsView →
2025Q2Jun 30
$371M 45.0%
133 positionsLocked
2025Q1Mar 31
$255M 26.8%
129 positionsLocked
2024Q4Dec 31
$349M 71.0%
140 positionsLocked
2024Q2Jun 30
$204M 12.7%
104 positionsLocked
2024Q1Mar 31
$181M 30.5%
111 positionsLocked
2023Q4Dec 31
$139M
100 positionsLocked