JPL Wealth Management, LLC
CIK 2010710
13F filing for Q2 2026・No. 3,876
- Holdings
- US$503.84M
- Quarter change
- +US$69.1M
- Entries
- 2,530
- Net bought (estimate)
- +US$16.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 446
- Sold out 124
- Cut 341
- Added 535
- Corporate actions 4
- Unchanged 553
Largest holdings
1,875 stocks worth US$503.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 271,169 | US$23.83M | 4.73% |
| UNHUNITEDHEALTH GROUP INCCOM | Added | 39,056 | US$16.23M | 3.22% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 221,404 | US$15.06M | 2.99% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Cut | 617,375 | US$14.9M | 2.96% |
| AVGOBroadcomCOM | Cut | 37,357 | US$14.11M | 2.80% |
| AAPLAppleCOM | Cut | 48,524 | US$14.04M | 2.79% |
| GOOGLAlphabetCAP STK CL A | Cut | 36,753 | US$13.13M | 2.61% |
| EA SERIES TRUSTALPHA ARCHITECT | Added | 142,052 | US$12.84M | 2.55% |
| CATCATERPILLAR INCCOM | Cut | 11,851 | US$12.62M | 2.50% |
| EA SERIES TRUSTALPHA ARCHITECT | Unchanged | 229,355 | US$12.2M | 2.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.