DOSSIER · 13F-HR · Q2 2026

JPL Wealth Management, LLC

$504M in tracked AUM across 2,530 positions as of Q2 2026.

JW
CIK 0002010710 · last filed Jun 30, 2026
Total AUM
$504M
as of Q2 2026
Holdings
2,530
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JPL Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$24M271K4.7%
02
UNH
UNITEDHEALTH GROUP INC
$16M39K3.2%
03
DYNF
BLACKROCK ETF TRUST
$15M221K3.0%
04
SCHO
SCHWAB STRATEGIC TR
$15M617K3.0%
05
AVGO
BROADCOM INC
$14M37K2.8%
06
AAPL
APPLE INC
$14M49K2.8%
07
GOOGL
ALPHABET INC
$13M37K2.6%
08
CAOS
EA SERIES TRUST
$13M142K2.5%
09
CAT
CATERPILLAR INC
$13M12K2.5%
10
AAEQ
EA SERIES TRUST
$12M229K2.4%

Filing history

2026Q2Jun 30
$504M 15.9%
2,530 positionsView →
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