JPL Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, JPL Wealth Management, LLC held in its portfolio 110 assets valued at $410,497,833 (i.e. $410.50M).
The most valuable assets in the portfolio included: EA SERIES TRUST ($22.88M), SCHWAB STRATEGIC TR ($14.94M), and UNITEDHEALTH GROUP INC ($14.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JPL Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 371874 | 22879885 | ALPHA ARCHITECT |
| SCHWAB STRATEGIC TR | 613191 | 14943463 | SHT TM US TRES |
| UNITEDHEALTH GROUP INC | 45090 | 14884545 | COM |
| BROADCOM INC | 42071 | 14560841 | COM |
| APPLE INC | 49350 | 13416305 | COM |
| ALPHABET INC | 39164 | 12258256 | CAP STK CL A |
| SPDR SERIES TRUST | 205847 | 10954695 | STATE STREET SPD |
| VANGUARD INDEX FDS | 29457 | 9875918 | TOTAL STK MKT |
| MICROSOFT CORP | 19694 | 9524598 | COM |
| BLACKROCK ETF TRUST | 150240 | 9136119 | ISHARES US EQUIT |
| ISHARES TR | 161527 | 8541544 | ISHS 1-5YR INVS |
| CATERPILLAR INC | 12914 | 7398325 | COM |
| INVESCO QQQ TR | 11473 | 7048084 | UNIT SER 1 |
| CHEVRON CORP NEW | 42465 | 6472107 | COM |
| ISHARES TR | 97616 | 6442687 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 168223 | 6410976 | INTL CORE EQT MK |
| INVESCO EXCH TRADED FD TR II | 53705 | 6408138 | S&P 500 MOMNTM |
| ISHARES TR | 52385 | 6252133 | 3 7 YR TREAS BD |
| ABBVIE INC | 26798 | 6123106 | COM |
| AMAZON COM INC | 26343 | 6080438 | COM |
| SCHWAB STRATEGIC TR | 251841 | 6054258 | INTL EQTY ETF |
| EA SERIES TRUST | 89678 | 5855384 | US QUAN MOMENTUM |
| COSTCO WHSL CORP NEW | 6638 | 5724083 | COM |
| WALMART INC | 50703 | 5648805 | COM |
| ISHARES TR | 80226 | 5569293 | CORE DIV GRWTH |
| ISHARES TR | 17067 | 5139625 | ISHARES SEMICDTR |
| ARES MANAGEMENT CORPORATION | 31246 | 5050282 | CL A COM STK |
| EXXON MOBIL CORP | 41648 | 5011863 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9836 | 4943942 | CL B NEW |
| JPMORGAN CHASE & CO | 15078 | 4858377 | COM |
| NVIDIA CORPORATION | 25879 | 4826469 | COM |
| FIRST TR EXCHANGE-TRADED FD | 124549 | 4772709 | SMID RISNG ETF |
| WISDOMTREE TR | 89998 | 4643877 | US MIDCAP DIVID |
| INVESCO EXCHANGE TRADED FD T | 36032 | 4580060 | LARGE CAP GROWTH |
| ISHARES TR | 12787 | 4385398 | S&P 100 ETF |
| INTERNATIONAL BUSINESS MACHS | 14759 | 4371649 | COM |
| MASTERCARD INCORPORATED | 7601 | 4338975 | CL A |
| LAMAR ADVERTISING CO NEW | 33218 | 4204694 | CL A |
| GILEAD SCIENCES INC | 34016 | 4175099 | COM |
| VANGUARD INTL EQUITY INDEX F | 44295 | 4004255 | FTSE PACIFIC ETF |
| ISHARES TR | 43434 | 3885604 | CORE MSCI EAFE |
| D R HORTON INC | 26938 | 3879857 | COM |
| VANGUARD INDEX FDS | 13599 | 3795913 | MCAP GR IDXVIP |
| ING GROEP N V | 133999 | 3751973 | SPONSORED ADR |
| ISHARES TR | 18881 | 3750121 | MSCI USA QLT FCT |
| DEERE & CO | 7797 | 3630065 | COM |
| THOMSON REUTERS CORP | 27311 | 3602016 | COM |
| OREILLY AUTOMOTIVE INC | 37759 | 3444035 | COM |
| UNILEVER PLC | 50358 | 3293414 | SPON ADR NEW |
| NORTHROP GRUMMAN CORP | 5751 | 3279438 | COM |
| SOUTHERN CO | 37287 | 3251437 | COM |
| EMERSON ELEC CO | 24035 | 3189894 | COM |
| AMGEN INC | 9719 | 3180993 | COM |
| MORGAN STANLEY | 17756 | 3152201 | COM NEW |
| PEPSICO INC | 21606 | 3100831 | COM |
| DIGITAL RLTY TR INC | 19302 | 2986145 | COM |
| ISHARES TR | 21390 | 2929169 | RUS MD CP GR ETF |
| WATERS CORP | 7706 | 2926970 | COM |
| FIDELITY NATIONAL FINANCIAL | 51260 | 2798276 | COM SHS |
| ALPS ETF TR | 45911 | 2776236 | SECTR DIV DOGS |
| HOME DEPOT INC | 8032 | 2763875 | COM |
| PAYCHEX INC | 23481 | 2634069 | COM |
| EQUITABLE HLDGS INC | 54323 | 2588488 | COM |
| ROPER TECHNOLOGIES INC | 5694 | 2534672 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 30999 | 2489211 | COM |
| VANGUARD INDEX FDS | 3816 | 2393086 | S&P 500 ETF SHS |
| S&P GLOBAL INC | 4525 | 2364978 | COM |
| ISHARES TR | 69620 | 1602995 | US TREAS BD ETF |
| EA SERIES TRUST | 32479 | 1584793 | US QUAN VALUE |
| SPDR S&P 500 ETF TR | 2185 | 1489968 | TR UNIT |
| INVESCO EXCH TRD SLF IDX FD | 70456 | 1451385 | INVSCO BLSH 28 |
| NETFLIX INC | 13864 | 1299917 | COM |
| PUBLIC STORAGE OPER CO | 4851 | 1258914 | COM |
| INVESCO EXCH TRD SLF IDX FD | 70920 | 1199961 | INVSCO 30 CORP |
| PALANTIR TECHNOLOGIES INC | 6576 | 1168884 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 55505 | 1158677 | BULLETSHS 2032 |
| EA SERIES TRUST | 20268 | 1039127 | FREEDOM 100 EM |
| ISHARES TR | 19018 | 1024682 | ISHS 5-10YR INVT |
| META PLATFORMS INC | 1417 | 935052 | CL A |
| ELI LILLY & CO | 781 | 839326 | COM |
| ORACLE CORP | 4294 | 836929 | COM |
| EA SERIES TRUST | 7126 | 820203 | ALPHA ARCH 1-3 |
| ALPHABET INC | 2491 | 781597 | CAP STK CL C |
| WISDOMTREE TR | 16210 | 750376 | INDIA ERNGS FD |
| ISHARES TR | 964 | 660290 | CORE S&P500 ETF |
| TESLA INC | 1384 | 622620 | COM |
| BROADSTONE NET LEASE INC | 32358 | 562059 | COM |
| FORTINET INC | 6410 | 509019 | COM |
| MARRIOTT INTL INC NEW | 1625 | 504140 | CL A |
| VANGUARD SCOTTSDALE FDS | 3863 | 470338 | VNG RUS1000GRW |
| ISHARES TR | 1171 | 437299 | RUS 1000 ETF |
| ISHARES TR | 17347 | 425962 | IBONDS DEC 2033 |
| ISHARES TR | 8860 | 419535 | HIGH YLD SYSTM B |
| ISHARES TR | 3965 | 380759 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 12808 | 364760 | US SML CAP ETF |
| ISHARES TR | 8419 | 348210 | HDG MSCI EAFE |
| VISA INC | 953 | 334331 | COM CL A |
| VANGUARD INDEX FDS | 660 | 321863 | GROWTH ETF |
| ISHARES INC | 4674 | 314187 | CORE MSCI EMKT |
| EATON CORP PLC | 895 | 285067 | SHS |
| ISHARES TR | 2053 | 270155 | S&P MC 400VL ETF |
| PFIZER INC | 10773 | 268245 | COM |
| VANGUARD INDEX FDS | 1487 | 263750 | MCAP VL IDXVIP |
| TEXAS INSTRS INC | 1390 | 241175 | COM |
| XCEL ENERGY INC | 3254 | 240347 | COM |
| MERCK & CO INC | 2231 | 234836 | COM |
| ISHARES TR | 472 | 223398 | RUS 1000 GRW ETF |
| CISCO SYS INC | 2754 | 212141 | COM |
| MAGNUM ICE CREAM CO NV | 10469 | 165934 | ORD SHS |
| BLEND LABS INC | 10000 | 30400 | CL A |
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