JPL Wealth Management, LLC: 13F holdings
CIK 20107102026Q2
| Positions | 1,876 |
|---|
| Reported value | $503.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,876 (+322 vs prior quarter) |
|---|
| Reported value | $503.8m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 271,169 | $23.8m | 4.7% |
| UNH UNITEDHEALTH GROUP INC | 39,056 | $16.2m | 3.2% |
| DYNF BLACKROCK ETF TRUST | 221,404 | $15.1m | 3.0% |
| SCHO SCHWAB STRATEGIC TR | 617,375 | $14.9m | 3.0% |
| AVGO BROADCOM INC | 37,357 | $14.1m | 2.8% |
| AAPL APPLE INC | 48,524 | $14.0m | 2.8% |
| GOOGL ALPHABET INC | 36,753 | $13.1m | 2.6% |
| CAOS EA SERIES TRUST | 142,052 | $12.8m | 2.5% |
| CAT CATERPILLAR INC | 11,851 | $12.6m | 2.5% |
| EA SERIES TRUST | 229,355 | $12.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010710")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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