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CIK: 0002010710
Total reported value
$503.8M
$503.8M
1192 檔
14.4%
The Q3 2025 SEC filing reveals that JPL Wealth Management, LLC held a total portfolio value of $503.8M, covering 1192 public equity positions.
In Q3 2025, JPL Wealth Management, LLC displayed an active expansion posture, initiating 114 new positions and adding to 53 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1192 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.91% | -0.67% | +4.16% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.87% | +0.81% | +7.59% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.60% | +0.01% | -2.86% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.06% | -2.01% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.78% | +0.03% | -1.56% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.22% | -1.56% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.12% | -3.35% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.92% | -0.37% | +2.53% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +0.13% | -0.79% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.74% | -0.05% | -1.30% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.66% | +0.73% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.57% | +0.48% | -2.33% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | -0.07% | +2.45% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.30% | -1.60% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.46% | — | -1.77% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | -0.08% | -0.17% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | -0.01% | -0.95% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.32% | -0.14% | +0.20% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.29% | -0.32% | -2.13% | |
| 20 | ARES | Ares Management CORP - A | Stock-Financials | 1.27% | -0.11% | -2.01% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.27% | -0.18% | +4.63% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.11% | -1.51% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.18% | +0.48% | -1.84% | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.17% | -0.09% | -1.82% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.06% | -1.17% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.04% | -2.40% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.01% | -2.57% | |
| 28 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.14% | -2.03% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.54% | +2.55% | |
| 30 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.15% | — | +0.59% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | — | -0.88% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.12% | -0.11% | +0.65% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.67% | -1.25% | |
| 34 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.09% | -0.04% | EXIT | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | -0.02% | +1.33% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 1.03% | +0.15% | +3.92% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.01% | -0.12% | -2.26% | |
| 38 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.00% | +0.23% | +4.07% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.99% | +0.50% | — | |
| 40 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.98% | +0.05% | -0.26% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.97% | — | -3.08% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.94% | -0.26% | +0.49% | |
| 43 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.93% | +0.01% | -1.64% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.93% | -0.07% | -1.71% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.90% | -0.14% | +0.05% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.87% | -0.05% | -0.84% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.87% | -0.33% | +0.18% | |
| 48 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.84% | +0.01% | -1.27% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.84% | -0.12% | +0.10% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.84% | — | +1.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | -2.86% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.35% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | -2.57% | Trim |
| 4 | MSFT | Microsoft CORP | +0.3% | -1.56% | Trim |
| 5 | CAT | Caterpillar Inc | +0.3% | -2.33% | Trim |
| 6 | SOXX | Ishares Semiconductor ETF | +0.2% | -1.84% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -8.25% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.79% | Add |
| 9 | DHI | Dr Horton Inc | +0.2% | +0.59% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | +6.21% | Add |
| 11 | OEF | Ishares S&p 100 ETF | +0.1% | -1.77% | Add |
| 12 | MS | Morgan Stanley | +0.1% | +0.08% | Add |
| 13 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | -1.27% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | -1.64% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +47.77% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +45.73% | Add |
| 17 | PWB | Invesco Large Cap Growth ETF | +0.1% | -2.03% | Trim |
| 18 | DFAI | Dimensional International Co | +0.1% | +3.92% | Add |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +12.90% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -2.40% | Trim |
| 21 | IWP | Ishares Russell Mid-cap Grow | 0% | -1.71% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 23 | DLR | Digital Realty Trust Inc | 0% | +0.10% | Add |
| 24 | EMR | Emerson Electric Co | 0% | +0.03% | Add |
| 25 | ETN | Eaton Corporation plc | 0% | -6.57% | Trim |
| 26 | VONG | Vanguard Russell 1000 Growth | 0% | — | Unchanged |
| 27 | SCHF | Schwab Intl Equity ETF | — | -0.17% | Add |
| 28 | VPL | Vanguard Ftse Pacific ETF | — | -1.64% | Trim |
| 29 | NOC | Northrop Grumman CORP | — | +0.18% | Add |
| 30 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 31 | XEL | Xcel Energy Inc | — | +13.03% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.56% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Trim |
| 34 | WMT | Walmart Inc | 0% | -2.13% | Add |
| 35 | GOVT | Ishares US Treasury Bond ETF | 0% | +3.88% | Add |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +4.03% | Add |
| 37 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +0.09% | Add |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +4.63% | Add |
| 39 | VOT | Vanguard Mid-cap Growth ETF | 0% | -3.08% | Trim |
| 40 | HD | Home Depot Inc | 0% | +3.71% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | -0.37% | Trim |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +8.11% | Add |
| 43 | EPI | Wisdomtree India Earnings | 0% | -0.95% | Add |
| 44 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +18.36% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | -14.16% | Trim |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | 0% | — | Trim |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -1.17% | Trim |
| 48 | IBM | Intl Business Machines CORP | -0.1% | +1.33% | Add |
| 49 | SCHG | Schwab US Large-cap Growth | -0.1% | — | Trim |
| 50 | ABBV | Abbvie Inc | -0.1% | +2.45% | Add |
According to official SEC Form 13F filings, JPL Wealth Management, LLC reported a total U.S. public equity portfolio value of $503.8M across 1192 disclosed positions in Q3 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 SCHO, UNH, AVGO) accounted for 14.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
QMOM
市值: $4.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $11.5M
During Q3 2025, JPL Wealth Management, LLC's top holdings by market value included SCHO (3.9%)、UNH (3.9%)、AVGO (3.6%). The largest single position, SCHO, represented 3.9% of total portfolio value.
In Q3 2025, JPL Wealth Management, LLC made 197 total portfolio adjustments, initiating 114 new buys, adding to 53 positions, trimming 30 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.
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