JPL Wealth Management, LLC
CIK 0002010710 · GREENWOOD VILLAGE, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$503.8M
2026 Q2
Positions
1,876
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
4.7%
UNH
UNITEDHEALTH GROUP INC
3.2%
DYNF
BLACKROCK ETF TRUST
3.0%
SCHO
SCHWAB STRATEGIC TR
3.0%
AVGO
BROADCOM INC
2.8%
AAPL
APPLE INC
2.8%
GOOGL
ALPHABET INC
2.6%
CAOS
EA SERIES TRUST
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.