JPL Wealth Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$421.3M
Holdings
1,192
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,192 positions)
| Stock | Value |
|---|---|
SCHOSCHWAB STRATEGIC TR | $16.5M |
UNHUNITEDHEALTH GROUP INC | $16.3M |
AVGOBROADCOM INC | $15.2M |
AAPLAPPLE INC | $13.0M |
VTIVANGUARD INDEX FDS | $11.7M |
MSFTMICROSOFT CORP | $10.7M |
GOOGLALPHABET INC | $10.0M |
IGSBISHARES TR | $8.1M |
NDQINVESCO QQQ TR | $7.3M |
IJHISHARES TR | $7.3M |
CVXCHEVRON CORP NEW | $6.8M |
CATCATERPILLAR INC | $6.6M |
ABBVABBVIE INC | $6.6M |
COSTCOSTCO WHSL CORP NEW | $6.4M |
OEFISHARES TR | $6.1M |
SCHFSCHWAB STRATEGIC TR | $5.9M |
AMZNAMAZON COM INC | $5.9M |
DGROISHARES TR | $5.6M |
WMTWALMART INC | $5.4M |
ARESARES MANAGEMENT CORPORATION | $5.4M |
IEIISHARES TR | $5.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.2M |
SOXXISHARES TR | $5.0M |
SDVYFIRST TR EXCHANGE-TRADED FD | $4.9M |
AQLTISHARES TR | $4.9M |
JPMJPMORGAN CHASE & CO | $4.9M |
NVDANVIDIA CORPORATION | $4.9M |
PWBINVESCO EXCHANGE TRADED FD T | $4.9M |
XOMEXXON MOBIL CORP | $4.8M |
DHID R HORTON INC | $4.8M |
SCHDSCHWAB STRATEGIC TR | $4.8M |
DONWISDOMTREE TR | $4.7M |
MAMASTERCARD INCORPORATED | $4.6M |
TRITHOMSON REUTERS CORP | $4.6M |
IBMINTERNATIONAL BUSINESS MACHS | $4.4M |
DFAIDIMENSIONAL ETF TRUST | $4.3M |
ORLYOREILLY AUTOMOTIVE INC | $4.2M |
QMOMEA SERIES TRUST | $4.2M |
KLMNINVESCO EXCH TRADED FD TR II | $4.2M |
LAMRLAMAR ADVERTISING CO NEW | $4.1M |
VOTVANGUARD INDEX FDS | $4.1M |
GILDGILEAD SCIENCES INC | $4.0M |
VPLVANGUARD INTL EQUITY INDEX F | $3.9M |
IWPISHARES TR | $3.9M |
SOSOUTHERN CO | $3.8M |
DEDEERE & CO | $3.7M |
NOCNORTHROP GRUMMAN CORP | $3.7M |
INGING GROEP NV | $3.5M |
FQIDIGITAL RLTY TR INC | $3.5M |
ROPROPER TECHNOLOGIES INC | $3.5M |
EQHEQUITABLE HLDGS INC | $3.5M |
HDHOME DEPOT INC | $3.5M |
PAYXPAYCHEX INC | $3.5M |
ULUNILEVER PLC | $3.5M |
EMREMERSON ELEC CO | $3.3M |
PEPPEPSICO INC | $3.3M |
FNFFIDELITY NATIONAL FINANCIAL | $3.3M |
MIGASTRATEGY INC | $3.0M |
VOOVANGUARD INDEX FDS | $2.9M |
DWDMORGAN STANLEY | $2.9M |
AMGNAMGEN INC | $2.9M |
SDOGALPS ETF TR | $2.8M |
OWLBLUE OWL CAPITAL INC | $2.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $2.7M |
SNYSANOFI SA | $2.5M |
SPGIS&P GLOBAL INC | $2.4M |
WATWATERS CORP | $2.4M |
UNPUNION PAC CORP | $2.4M |
SPIBSPDR SERIES TRUST | $2.3M |
ADBEADOBE INC | $2.2M |
NFLXNETFLIX INC | $1.9M |
AAUSEA SERIES TRUST | $1.9M |
PSAPUBLIC STORAGE OPER CO | $1.8M |
AQLTISHARES TR | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.7M |
ORCLORACLE CORP | $1.4M |
PLTRPALANTIR TECHNOLOGIES INC | $1.4M |
BSCSINVESCO EXCH TRD SLF IDX FD | $1.2M |
METAMETA PLATFORMS INC | $1.1M |
EPIWISDOMTREE TR | $1.1M |
BSCUINVESCO EXCH TRD SLF IDX FD | $988K |
BSCWINVESCO EXCH TRD SLF IDX FD | $948K |
ETNEATON CORP PLC | $857K |
SPMBSPDR SERIES TRUST | $797K |
IWBISHARES TR | $767K |
IGIBISHARES TR | $735K |
GOOGALPHABET INC | $661K |
SPYMSPDR SERIES TRUST | $624K |
IWFISHARES TR | $611K |
LLYELI LILLY & CO | $608K |
TSLATESLA INC | $605K |
VVISA INC | $584K |
BNLBROADSTONE NET LEASE INC | $578K |
FTNTFORTINET INC | $572K |
TXNTEXAS INSTRS INC | $476K |
VONGVANGUARD SCOTTSDALE FDS | $465K |
MARMARRIOTT INTL INC NEW | $452K |
IBTOISHARES TR | $430K |
IVVISHARES TR | $400K |
HEFAISHARES TR | $394K |
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