account_balance
Investment manager · 13F filer · SEC CIK 2010710
JPL Wealth Management, LLC
Reported value$404Mas of Sep 30, 2026
Positions1,646 161 new, 391 sold out
Top 10 weight29.6%SPYM alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
4.4%Trimmed −28%
UNHUnitedHealth Group Inc
3.5%
CAOSEa Series Trust
3.1%
AAPLApple Inc.
3.1%Trimmed −23%
SCHOSchwab Strategic Tr
2.9%Trimmed −20%
DYNFBlackRock ETF Trust
2.9%Trimmed −24%
AAEQEa Series Trust
2.8%Trimmed −12%
AVGOBroadcom Inc.
2.7%Trimmed −16%
GOOGLAlphabet Inc.
2.2%Trimmed −31%
VTIVanguard Index FDS
2.1%−25%
SPMOInvesco Exch Traded Fd Tr II
1.9%−27%
MSFTMicrosoft Corp
1.8%Trimmed −27%
SPYMSPDR Series Trust
4.4%−28%
UNHUnitedHealth Group Inc
3.5%
CAOSEa Series Trust
3.1%
AAPLApple Inc.
3.1%−23%
SCHOSchwab Strategic Tr
2.9%−20%
DYNFBlackRock ETF Trust
2.9%−24%
AAEQEa Series Trust
2.8%
AVGOBroadcom Inc.
2.7%
GOOGLAlphabet Inc.
2.2%
VTIVanguard Index FDS
2.1%
SPMOInvesco Exch Traded Fd Tr II
1.9%
MSFTMicrosoft Corp
1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 4.4% Trimmed −28%
UNH UnitedHealth Group Inc 3.5% HeldCAOS Ea Series Trust 3.1% Held
AAPL Apple Inc. 3.1% Trimmed −23%SCHO Schwab Strategic Tr 2.9% Trimmed −20%
DYNF BlackRock ETF Trust 2.9% Trimmed −24%
AAEQ Ea Series Trust 2.8% Trimmed −12%
AVGO Broadcom Inc. 2.7% Trimmed −16%GOOGL Alphabet Inc. 2.2% Trimmed −31%VTI Vanguard Index FDS 2.1% Trimmed −25%
SPMO Invesco Exch Traded Fd Tr II 1.9% Trimmed −27%
MSFT Microsoft Corp 1.8% Trimmed −27%What changed
Biggest moves since Jun 30, 2026
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