Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025

Jpl Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $421 Billion distributed in 1716 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $16.5B, Unitedhealth Group Inc with a value of $16.3B, Broadcom Inc. with a value of $15.2B, Apple Inc. with a value of $13B, and Vanguard Total Stock Market Et with a value of $11.7B.

Examining the 13F form we can see an increase of $50.8B in the current position value, from $371B to 421B.

Jpl Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Jpl Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $421 Billion
ETFs: $156 Billion
Technology: $60.2 Billion
Financial Services: $42.6 Billion
Healthcare: $37.6 Billion
Industrials: $29.8 Billion
Consumer Cyclical: $20.8 Billion
Consumer Defensive: $19.6 Billion
Communication Services: $14.4 Billion
Other: $31.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.5 Billion 3.91% of portfolio
675,767
Q3 2025 Added 4.16%
$300B
$16.3 Billion 3.87% of portfolio
47,230
Q3 2025 Added 7.59%
$139B
$15.2 Billion 3.6% of portfolio
46,009
Q3 2025 Reduced 2.86%
$4.3T
$13 Billion 3.08% of portfolio
51,039
Q3 2025 Reduced 2.01%
$0
$11.7 Billion 2.78% of portfolio
35,629
Q3 2025 Reduced 1.56%
$3.78T
$10.7 Billion 2.53% of portfolio
20,576
Q3 2025 Reduced 1.56%
$1.65T
$10 Billion 2.38% of portfolio
41,243
Q3 2025 Reduced 3.35%
$0
$8.11 Billion 1.92% of portfolio
152,889
Q3 2025 Added 2.53%
$0
$7.35 Billion 1.74% of portfolio
12,242
Q3 2025 Reduced 0.79%
$0
$7.33 Billion 1.74% of portfolio
112,327
Q3 2025 Reduced 1.3%
$303B
$6.82 Billion 1.62% of portfolio
43,943
Q3 2025 Added 0.73%
$291B
$6.63 Billion 1.57% of portfolio
13,893
Q3 2025 Reduced 2.33%
$414B
$6.56 Billion 1.56% of portfolio
28,344
Q3 2025 Added 2.45%
$404B
$6.38 Billion 1.51% of portfolio
6,893
Q3 2025 Reduced 1.6%
$0
$6.14 Billion 1.46% of portfolio
18,454
Q3 2025 Reduced 1.77%
$2.39T
$5.89 Billion 1.4% of portfolio
26,805
Q3 2025 Reduced 0.95%
$0
$5.56 Billion 1.32% of portfolio
81,678
Q3 2025 Added 0.2%
$279B
$5.42 Billion 1.29% of portfolio
52,569
Q3 2025 Reduced 2.13%
$24.4B
$5.37 Billion 1.27% of portfolio
33,557
Q3 2025 Reduced 2.01%
$0
$5.36 Billion 1.27% of portfolio
44,818
Q3 2025 Added 4.63%
$662B
$5.23 Billion 1.24% of portfolio
10,400
Q3 2025 Reduced 1.51%
$0
$4.95 Billion 1.18% of portfolio
18,271
Q3 2025 Reduced 1.84%
$0
$4.94 Billion 1.17% of portfolio
129,844
Q3 2025 Reduced 1.82%
$0
$4.92 Billion 1.17% of portfolio
56,301
Q3 2025 Reduced 1.17%
$881B
$4.9 Billion 1.16% of portfolio
15,538
Q3 2025 Reduced 2.4%
$465B
$4.88 Billion 1.16% of portfolio
26,160
Q3 2025 Reduced 2.57%
$49.5B
$4.83 Billion 1.15% of portfolio
28,524
Q3 2025 Added 0.59%
$490B
$4.84 Billion 1.15% of portfolio
42,934
Q3 2025 Added 2.55%
$0
$4.86 Billion 1.15% of portfolio
38,714
Q3 2025 Reduced 2.03%
$0
$4.81 Billion 1.14% of portfolio
176,108
Q3 2025 Reduced 0.88%
$0
$4.71 Billion 1.12% of portfolio
90,105
Q3 2025 Added 0.65%
$512B
$4.63 Billion 1.1% of portfolio
8,136
Q3 2025 Reduced 1.25%
Thomson Reuters Corp
-
$4.58 Billion 1.09% of portfolio
-
Q3 2025 Reduced 1.51%
$266B
$4.43 Billion 1.05% of portfolio
15,691
Q3 2025 Added 1.33%
$0
$4.34 Billion 1.03% of portfolio
119,330
Q3 2025 Added 3.92%
$6.2B
$4.24 Billion 1.01% of portfolio
39,352
Q3 2025 Reduced 2.26%
$0
$4.23 Billion 1.0% of portfolio
65,602
Q3 2025 Added 4.07%
$0
$4.17 Billion 0.99% of portfolio
34,468
Q3 2025 New
$11.3B
$4.11 Billion 0.98% of portfolio
33,561
Q3 2025 Reduced 0.26%
$0
$4.1 Billion 0.97% of portfolio
13,959
Q3 2025 Reduced 3.08%
$156B
$3.96 Billion 0.94% of portfolio
35,702
Q3 2025 Added 0.49%
$0
$3.91 Billion 0.93% of portfolio
27,424
Q3 2025 Reduced 1.71%
$0
$3.92 Billion 0.93% of portfolio
44,576
Q3 2025 Reduced 1.64%
$98.6B
$3.79 Billion 0.9% of portfolio
39,962
Q3 2025 Added 0.05%
$144B
$3.68 Billion 0.87% of portfolio
8,053
Q3 2025 Reduced 0.84%
$86.7B
$3.66 Billion 0.87% of portfolio
6,001
Q3 2025 Added 0.18%
$45.5B
$3.54 Billion 0.84% of portfolio
20,455
Q3 2025 Added 0.1%
$16.8B
$3.53 Billion 0.84% of portfolio
69,551
Q3 2025 Added 1.47%
$97.6B
$3.54 Billion 0.84% of portfolio
135,877
Q3 2025 Reduced 1.27%

Summary

  • Portfolio
  • No. of Stocks 1,716
  • Current Value $421 Billion
  • Prior Value $371 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,080 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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