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
$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
$0
$2.94 Billion 0.7% of portfolio
4,794
Q3 2025 Reduced 0.37%
$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%
$0
$2.82 Billion 0.67% of portfolio
46,742
Q3 2025 Reduced 0.17%
$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%
$22.7B
$2.4 Billion 0.57% of portfolio
8,011
Q3 2025 Added 1.19%
$0
$2.28 Billion 0.54% of portfolio
67,356
Q3 2025 Added 8.11%
$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%
Ea Series Trust
-
$1.91 Billion 0.45% of portfolio
-
Q3 2025 New
$48.1B
$1.76 Billion 0.42% of portfolio
6,095
Q3 2025 Added 0.91%
$0
$1.73 Billion 0.41% of portfolio
74,614
Q3 2025 Added 3.88%
$0
$1.69 Billion 0.4% of portfolio
2,535
Q2 2025 Reduced 2.39%
$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%
$0
$1.24 Billion 0.29% of portfolio
60,188
Q3 2025 Added 12.9%
$1.37T
$1.09 Billion 0.26% of portfolio
1,479
Q3 2025 Reduced 14.16%
$0
$1.06 Billion 0.25% of portfolio
24,025
Q3 2025 Reduced 0.95%
$0
$988 Million 0.23% of portfolio
58,438
Q3 2025 Added 18.37%
-
$948 Million 0.22% of portfolio
-
Q3 2025 Added 17.05%
$140B
$857 Million 0.2% of portfolio
2,289
Q3 2025 Reduced 6.57%
$0
$797 Million 0.19% of portfolio
35,513
Q3 2025 Added 0.09%
$0
$767 Million 0.18% of portfolio
2,099
Q4 2024 Added 4.48%
$0
$735 Million 0.17% of portfolio
13,590
Q3 2025 Added 4.03%
$1.74T
$661 Million 0.16% of portfolio
2,712
Q3 2025 Added 45.73%
$0
$611 Million 0.15% of portfolio
1,305
Q1 2025 Reduced 19.99%
$0
$624 Million 0.15% of portfolio
7,971
Q3 2025 New
$3.41B
$578 Million 0.14% of portfolio
32,358
Q1 2025 Reduced 0.05%
$971B
$608 Million 0.14% of portfolio
797
Q3 2025 Reduced 4.89%
$64.9B
$572 Million 0.14% of portfolio
6,802
Q3 2025 Added 5.87%
$1.29T
$605 Million 0.14% of portfolio
1,361
Q3 2025 Added 47.77%
$533B
$584 Million 0.14% of portfolio
1,711
Q3 2025 Added 24.89%
$92.7B
$452 Million 0.11% of portfolio
1,734
Q3 2025 Added 4.27%
$177B
$476 Million 0.11% of portfolio
2,591
Q3 2025 Reduced 17.56%
$0
$465 Million 0.11% of portfolio
3,863
Q1 2025 New
Ishares Tr
-
$430 Million 0.1% of portfolio
-
Q3 2025 Reduced 6.03%
$0
$400 Million 0.09% of portfolio
598
Q2 2025 Reduced 15.89%
$0
$394 Million 0.09% of portfolio
9,956
Q3 2025 Reduced 4.08%

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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