Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JPL Wealth Management, LLC (CIK 2010710) reported $434.7M across 1,541 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHO ($15.8M, 3.63%), SPLG ($13.9M, 3.19%), AAPL ($12.4M, 2.85%), AVGO ($12.1M, 2.79%), DYNF ($12.1M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | $15.8M | 3.63% | 650,307 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $13.9M | 3.19% | 181,309 | Added |
| 3 | AAPL | APPLE INC | $12.4M | 2.85% | 48,887 | Trimmed |
| 4 | AVGO | BROADCOM INC | $12.1M | 2.79% | 39,238 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $12.1M | 2.79% | 208,310 | Added |
| 6 | CAOS | EA SERIES TRUST | $11.9M | 2.74% | 131,046 | Added |
| 7 | GOOGL | ALPHABET INC | $10.8M | 2.49% | 37,708 | Trimmed |
| 8 | BOXA | EA SERIES TRUST | $10.7M | 2.45% | 229,355 | Trimmed |
| 9 | UNH | UNITEDHEALTH GROUP INC | $10.5M | 2.41% | 38,782 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $9.3M | 2.14% | 29,062 | Trimmed |
| 11 | IGSB | ISHARES TR | $9.0M | 2.06% | 170,778 | Added |
| 12 | CVX | CHEVRON CORPORATION | $8.8M | 2.03% | 42,557 | Added |
| 13 | CAT | CATERPILLAR INC | $8.8M | 2.02% | 12,410 | Trimmed |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $7.5M | 1.73% | 66,973 | Added |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $7.4M | 1.70% | 190,131 | Added |
| 16 | XOM | EXXON MOBIL CORP | $7.2M | 1.66% | 42,526 | Added |
| 17 | MSFT | MICROSOFT CORP | $7.2M | 1.65% | 19,321 | Trimmed |
| 18 | IEI | ISHARES TR | $7.1M | 1.62% | 59,473 | Added |
| 19 | QMOM | EA SERIES TRUST | $6.9M | 1.58% | 100,812 | Added |
| 20 | QQQ | INVESCO QQQ TR | $6.5M | 1.49% | 11,260 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.5M | 1.49% | 6,508 | Trimmed |
| 22 | IJH | ISHARES TR | $6.4M | 1.46% | 94,220 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $6.1M | 1.41% | 247,693 | Trimmed |
| 24 | WMT | WALMART INC | $6.1M | 1.39% | 48,797 | Trimmed |
| 25 | ABBV | ABBVIE INC | $5.8M | 1.35% | 26,888 | Added |
Source: SEC Form 13F filings · as of 2026-03-31