§ 13F · FUND PROFILE
JPL Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 132Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$410.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | 613K | $14.9T | 3.6% | NEW |
| 2 | UNH | UNITEDHEALTH GROUP INC | 45K | $14.9T | 3.6% | NEW |
| 3 | AVGO | BROADCOM INC | 40K | $13.8T | 3.3% | NEW |
| 4 | AAPL | APPLE INC | 45K | $12.1T | 3.0% | NEW |
| 5 | GOOGL | ALPHABET INC | 36K | $11.4T | 2.8% | NEW |
| 6 | AAEQ | EA SERIES TRUST | 229K | $11.3T | 2.8% | NEW |
| 7 | VTI | VANGUARD INDEX FDS | 29K | $9.9T | 2.4% | NEW |
| 8 | CAOS | EA SERIES TRUST | 107K | $9.6T | 2.3% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 150K | $9.1T | 2.2% | NEW |
| 10 | IGSB | ISHARES TR | 162K | $8.5T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JPL SIGNAL
AC read
JPL Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed