13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010710
Total reported value
$503.8M
$503.8M
114 檔
13.2%
During the Q1 2025 filing period, JPL Wealth Management, LLC (CIK: 0002010710) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.8M across 114 reported positions.
During Q1 2025, JPL Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.58% | +0.81% | +1.63% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.01% | -0.67% | +12.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.06% | +0.40% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.79% | +0.03% | +6.44% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | +0.01% | -14.33% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.22% | +5.98% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.14% | -0.37% | +5.33% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.07% | -0.66% | +4.14% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.30% | -1.94% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.12% | +0.59% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.86% | -0.05% | +1.71% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.62% | -0.07% | +4.18% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.11% | +17.51% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.59% | +0.13% | +4.12% | |
| 15 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.50% | -0.04% | EXIT | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.01% | -0.25% | |
| 17 | ARES | Ares Management CORP - A | Stock-Financials | 1.43% | -0.11% | +1.13% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.42% | -0.14% | +4.96% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | -0.08% | +5.75% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.39% | — | +5.50% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.37% | — | +8.45% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.54% | +6.09% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.31% | -0.32% | -9.84% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.31% | +0.48% | +3.13% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.30% | -0.18% | +7.69% | |
| 26 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.26% | -0.09% | +3.35% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.67% | -0.24% | |
| 28 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.24% | -0.11% | +4.78% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.22% | -0.06% | +8.00% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 1.20% | — | +4.49% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 1.16% | — | +4.73% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.26% | +1.37% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.04% | -4.35% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | -0.02% | +1.83% | |
| 35 | DE | Deere & Co | Stock-Industrials | 1.09% | -0.05% | -1.42% | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.09% | -0.12% | +0.99% | |
| 37 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.14% | +0.86% | |
| 38 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.07% | +0.05% | +4.43% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 1.06% | +0.04% | +5.60% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 1.04% | -0.01% | +5.51% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 1.04% | -0.14% | +3.82% | |
| 42 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.00% | — | +9.38% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.00% | — | +0.87% | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.98% | — | +2.51% | |
| 45 | FNF | Fidelity National Financial | Stock-Financials | 0.98% | -0.52% | +4.81% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.97% | +0.15% | +9.22% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.97% | — | +3.35% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.21% | +8.89% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.95% | +0.48% | +7.61% | |
| 50 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.93% | +0.01% | +6.02% |
According to official SEC Form 13F filings, JPL Wealth Management, LLC reported a total U.S. public equity portfolio value of $503.8M across 114 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UNH, SCHO, AAPL) accounted for 13.2% of total reported equity market value during Q1 2025.
During Q1 2025, JPL Wealth Management, LLC's top holdings by market value included UNH (6.6%)、SCHO (4.0%)、AAPL (3.3%). The largest single position, UNH, represented 6.6% of total portfolio value.
In Q1 2025, JPL Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.