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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$2.39T
$5.89 Billion 1.4% of portfolio
26,805
Q3 2025 Reduced 0.95%
$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%
$662B
$5.23 Billion 1.24% of portfolio
10,400
Q3 2025 Reduced 1.51%
$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%
$512B
$4.63 Billion 1.1% of portfolio
8,136
Q3 2025 Reduced 1.25%
$266B
$4.43 Billion 1.05% of portfolio
15,691
Q3 2025 Added 1.33%
$6.2B
$4.24 Billion 1.01% of portfolio
39,352
Q3 2025 Reduced 2.26%
$11.3B
$4.11 Billion 0.98% of portfolio
33,561
Q3 2025 Reduced 0.26%
$156B
$3.96 Billion 0.94% of portfolio
35,702
Q3 2025 Added 0.49%
$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%
$47.7B
$3.53 Billion 0.84% of portfolio
7,085
Q3 2025 Added 1.5%
$367B
$3.52 Billion 0.83% of portfolio
8,675
Q3 2025 Added 3.71%
$40.4B
$3.51 Billion 0.83% of portfolio
27,686
Q3 2025 Added 0.33%
$150B
$3.47 Billion 0.82% of portfolio
58,595
Q3 2025 Added 0.42%
$75.4B
$3.29 Billion 0.78% of portfolio
25,105
Q3 2025 Added 0.03%
$204B
$3.27 Billion 0.78% of portfolio
23,256
Q3 2025 Added 2.31%
$16.1B
$3.26 Billion 0.77% of portfolio
53,811
Q3 2025 Added 1.15%
$1.87B
$3.03 Billion 0.72% of portfolio
9,395
Q3 2025 New
$183B
$2.89 Billion 0.69% of portfolio
10,248
Q3 2025 Added 1.06%
$270B
$2.92 Billion 0.69% of portfolio
18,398
Q3 2025 Added 0.08%
$6.09B
$2.76 Billion 0.66% of portfolio
163,309
Q3 2025 Added 1.86%
$41.3B
$2.73 Billion 0.65% of portfolio
32,758
Q3 2025 Added 0.37%
$130B
$2.5 Billion 0.59% of portfolio
52,878
Q3 2025 Added 2.86%
$159B
$2.42 Billion 0.57% of portfolio
4,977
Q3 2025 Added 2.49%
$136B
$2.4 Billion 0.57% of portfolio
10,133
Q3 2025 Added 0.84%
$22.7B
$2.4 Billion 0.57% of portfolio
8,011
Q3 2025 Added 1.19%
$151B
$2.2 Billion 0.52% of portfolio
6,231
Q3 2025 Added 0.02%
$49.1B
$1.94 Billion 0.46% of portfolio
1,616
Q3 2025 Reduced 1.64%
$48.1B
$1.76 Billion 0.42% of portfolio
6,095
Q3 2025 Added 0.91%
$593B
$1.36 Billion 0.32% of portfolio
4,837
Q3 2025 Added 6.21%
$342B
$1.35 Billion 0.32% of portfolio
7,416
Q3 2025 Reduced 8.25%
$1.37T
$1.09 Billion 0.26% of portfolio
1,479
Q3 2025 Reduced 14.16%

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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