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CIK: 0002010710
Total reported value
$503.8M
$503.8M
114 檔
13.9%
During the Q4 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.
In Q4 2025, JPL Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 65 positions and completely liquidating 112 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.64% | -0.67% | -9.26% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.63% | +0.81% | -4.53% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.55% | +0.01% | -8.56% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.06% | -3.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | +0.12% | -5.04% | |
| 6 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 2.76% | -0.03% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.41% | +0.03% | -17.32% | |
| 8 | CAOS | Alpha Architect Tail Risk | ETF-Other | 2.34% | -0.19% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.22% | -4.29% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.23% | +0.20% | +3525.48% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.08% | -0.37% | +5.65% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +1.54% | +1098.81% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.80% | +0.48% | -7.05% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | +0.13% | -6.28% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.58% | -0.66% | -3.36% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.05% | -13.10% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.56% | +0.15% | +40.97% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.56% | +0.50% | +55.81% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.52% | -0.18% | +16.88% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | -0.07% | -5.45% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.01% | -1.72% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.47% | -0.08% | -0.44% | |
| 23 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.43% | +0.23% | +36.70% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.30% | -3.70% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.32% | -3.55% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.36% | -0.14% | -1.78% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.25% | +0.48% | -6.59% | |
| 28 | ARES | Ares Management CORP - A | Stock-Financials | 1.23% | -0.11% | -6.89% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.54% | -3.00% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | -5.42% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.04% | -2.96% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.01% | -1.07% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.16% | -0.09% | -4.08% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.13% | -0.11% | -0.12% | |
| 35 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.14% | -6.93% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.07% | — | -30.71% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 1.06% | -0.02% | -5.94% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.67% | -6.58% | |
| 39 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.02% | +0.05% | -1.02% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.02% | -0.26% | -4.72% | |
| 41 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.98% | +0.01% | -0.63% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.06% | -22.85% | |
| 43 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.95% | — | -5.56% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.92% | — | -2.58% | |
| 45 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.91% | +0.01% | -1.38% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.91% | -0.02% | +1359.12% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.88% | -0.05% | -3.18% | |
| 48 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.88% | -0.04% | EXIT | |
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.84% | -0.12% | -4.05% | |
| 50 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.80% | -0.64% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.2% | +3525.48% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.7% | +1098.81% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.9% | +1359.12% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.04% | Trim |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | +55.81% | Add |
| 6 | DFAI | Dimensional International Co | +0.5% | +40.97% | Add |
| 7 | QMOM | Alpha US Quant Mom ETF | +0.4% | +36.70% | Add |
| 8 | QVAL | Alpha Arch US Qnt Value ETF | +0.4% | +736.44% | Add |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +16.88% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +834.87% | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | -7.05% | Trim |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | +19694.44% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -3.31% | Trim |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +5.65% | Add |
| 15 | WAT | Waters CORP | +0.1% | -3.81% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | -3.55% | Trim |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +39.94% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | -5.16% | Trim |
| 19 | MS | Morgan Stanley | +0.1% | -3.49% | Trim |
| 20 | GILD | Gilead Sciences Inc | +0.1% | -4.72% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | -1.72% | Trim |
| 22 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | -1.38% | Trim |
| 23 | SOXX | Ishares Semiconductor ETF | +0.1% | -6.59% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -3.00% | Trim |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.44% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +61.20% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | -2.01% | Trim |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +17.06% | Add |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +21.36% | Add |
| 30 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | +22.26% | Add |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +6.44% | Add |
| 32 | VPL | Vanguard Ftse Pacific ETF | +0.1% | -0.63% | Trim |
| 33 | LAMR | Lamar Advertising Co-a | 0% | -1.02% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -8.15% | Trim |
| 35 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +8.68% | Add |
| 36 | DON | Wisdomtree US Midcap Dividen | 0% | -0.12% | Trim |
| 37 | EMR | Emerson Electric Co | — | -4.26% | Trim |
| 38 | SDVY | First Trust Smid Cap Rising | 0% | -4.08% | Trim |
| 39 | VUG | Vanguard Growth ETF | 0% | -19.32% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | -6.28% | Trim |
| 41 | PEP | Pepsico Inc | 0% | -7.09% | Trim |
| 42 | GOVT | Ishares US Treasury Bond ETF | 0% | -6.69% | Trim |
| 43 | PWB | Invesco Large Cap Growth ETF | 0% | -6.93% | Trim |
| 44 | META | Meta Platforms Inc-class A | 0% | -4.19% | Trim |
| 45 | CVX | Chevron CORP | 0% | -3.36% | Trim |
| 46 | ARES | Ares Management CORP - A | 0% | -6.89% | Trim |
| 47 | MA | Mastercard Inc - A | 0% | -6.58% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.42% | Trim |
| 49 | PEG | Public Service Enterprise Gp | 0% | -5.37% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -13.81% | Trim |
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 Q4 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 13.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAEQ
市值: $11.3M
Top Position Liquidated / Trimmed
SCHD
前期市值: $4.8M
During Q4 2025, JPL Wealth Management, LLC's top holdings by market value included SCHO (3.6%)、UNH (3.6%)、AVGO (3.5%). The largest single position, SCHO, represented 3.6% of total portfolio value.
In Q4 2025, JPL Wealth Management, LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 65 holdings, and fully liquidating 112 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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