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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$193M
$461,000 0.0% of portfolio
25
Q3 2025 New
$93.9M
$26,000 0.0% of portfolio
5
Q3 2025 New
$231M
$1.52 Million 0.0% of portfolio
70
Q3 2025 New
$205M
$3.33 Million 0.0% of portfolio
1,570
Q3 2025 New
$121M
$1.44 Million 0.0% of portfolio
909
Q3 2025 New
$158M
$82,000 0.0% of portfolio
10
Q3 2025 New
$118M
$144,000 0.0% of portfolio
15
Q3 2025 New
$288M
$1.22 Million 0.0% of portfolio
20
Q3 2025 New
$263M
$949,000 0.0% of portfolio
55
Q3 2025 New
$125M
$61,000 0.0% of portfolio
3
Q3 2025 New

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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