§ 13F · FUND PROFILE
JPL Wealth Management, LLC.
AUM · $421M (13F)Positions · 1716Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 271K | $24M | 4.7% | −25% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 39K | $16M | 3.2% | −50% |
| 3 | DYNF | BLACKROCK ETF TRUST | 221K | $15M | 3.0% | −47% |
| 4 | SCHO | SCHWAB STRATEGIC TR | 617K | $15M | 3.0% | −53% |
| 5 | AVGO | BROADCOM INC | 35K | $13M | 2.6% | −52% |
| 6 | CAOS | EA SERIES TRUST | 142K | $13M | 2.5% | −46% |
| 7 | AAPL | APPLE INC | 44K | $13M | 2.5% | −50% |
| 8 | AAEQ | EA SERIES TRUST | 229K | $12M | 2.4% | −50% |
| 9 | GOOGL | ALPHABET INC | 34K | $12M | 2.4% | −51% |
| 10 | CAT | CATERPILLAR INC | 11K | $12M | 2.4% | −52% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JPL SIGNAL
AC read
JPL Wealth Management, LLC is a Other fund managing $421 million in assets. The fund runs a massive portfolio of 1,716 positions.
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