What does JPL Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$16M650K3.6%

SPDR SERIES TRUST

$14M181K3.2%

APPLE INC

$12M49K2.9%

BROADCOM INC

$12M39K2.8%

BLACKROCK ETF TRUST

$12M208K2.8%

EA SERIES TRUST

$12M131K2.7%

ALPHABET INC

$11M38K2.5%

EA SERIES TRUST

$11M229K2.5%

UNITEDHEALTH GROUP INC

$10M39K2.4%

VANGUARD INDEX FDS

$9M29K2.1%

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