Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $371 Billion
  • Q2 2025

Jpl Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $371 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $15.8B, Unitedhealth Group Inc with a value of $13.7B, Broadcom Inc. with a value of $13.1B, Vanguard Total Stock Market Et with a value of $11B, and Apple Inc. with a value of $10.7B.

Examining the 13F form we can see an increase of $20B in the current position value, from $351B to 371B.

Jpl Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Jpl Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $371 Billion
ETFs: $138 Billion
Technology: $48.8 Billion
Financial Services: $38.9 Billion
Healthcare: $32 Billion
Industrials: $27.4 Billion
Consumer Defensive: $18.8 Billion
Consumer Cyclical: $17 Billion
Energy: $14.2 Billion
Other: $27.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 4.27% of portfolio
648,752
Q2 2025 Added 12.21%
$324B
$13.7 Billion 3.7% of portfolio
43,899
Q2 2025 Reduced 0.28%
$150B
$13.1 Billion 3.52% of portfolio
47,364
Q2 2025 Reduced 4.85%
$0
$11 Billion 2.97% of portfolio
36,195
Q2 2025 Added 1.71%
$3.64T
$10.7 Billion 2.88% of portfolio
52,085
Q2 2025 Added 0.79%
$3.73T
$10.4 Billion 2.81% of portfolio
20,902
Q2 2025 Reduced 0.12%
$0
$7.87 Billion 2.12% of portfolio
149,117
Q2 2025 Added 4.04%
$1.43T
$7.52 Billion 2.03% of portfolio
42,673
Q2 2025 Added 1.23%
$0
$7.06 Billion 1.9% of portfolio
113,806
Q2 2025 Added 2.06%
$423B
$6.93 Billion 1.87% of portfolio
7,005
Q2 2025 Reduced 0.91%
$0
$6.81 Billion 1.84% of portfolio
12,340
Q2 2025 Added 3.53%
$309B
$6.25 Billion 1.69% of portfolio
43,624
Q2 2025 Added 0.47%
Thomson Reuters Corp
-
$6.02 Billion 1.62% of portfolio
-
Q2 2025 Reduced 1.79%
$30.8B
$5.93 Billion 1.6% of portfolio
34,247
Q2 2025 Added 0.06%
$2.35T
$5.94 Billion 1.6% of portfolio
27,061
Q2 2025 Added 0.65%
$0
$5.72 Billion 1.54% of portfolio
18,786
Q2 2025 Added 5.65%
$223B
$5.52 Billion 1.49% of portfolio
14,225
Q2 2025 Added 1.9%
$273B
$5.25 Billion 1.42% of portfolio
53,715
Q2 2025 Added 2.37%
$0
$5.21 Billion 1.41% of portfolio
81,511
Q2 2025 Added 1.38%
$374B
$5.14 Billion 1.39% of portfolio
27,665
Q2 2025 Added 2.32%
$0
$5.1 Billion 1.38% of portfolio
42,836
Q2 2025 Added 11.39%
$637B
$5.13 Billion 1.38% of portfolio
10,559
Q2 2025 Reduced 0.5%
$0
$4.76 Billion 1.28% of portfolio
56,965
Q2 2025 Added 1.16%
$0
$4.71 Billion 1.27% of portfolio
177,671
Q2 2025 Added 2.12%
$0
$4.67 Billion 1.26% of portfolio
132,254
Q2 2025 Added 0.08%
$553B
$4.63 Billion 1.25% of portfolio
8,239
Q2 2025 Added 2.53%
$0
$4.64 Billion 1.25% of portfolio
39,516
Q2 2025 Reduced 0.04%
$882B
$4.62 Billion 1.25% of portfolio
15,920
Q2 2025 Reduced 0.35%
$230B
$4.56 Billion 1.23% of portfolio
15,485
Q2 2025 Reduced 0.05%
$469B
$4.51 Billion 1.22% of portfolio
41,868
Q2 2025 Added 5.01%
$0
$4.49 Billion 1.21% of portfolio
89,519
Q2 2025 Added 1.74%
$0
$4.44 Billion 1.2% of portfolio
18,614
Q2 2025 Added 5.41%
$442B
$4.24 Billion 1.14% of portfolio
26,851
Q2 2025 Added 0.29%
$0
$4.1 Billion 1.11% of portfolio
14,402
Q2 2025 Added 0.5%
$0
$4.1 Billion 1.11% of portfolio
63,034
Q2 2025 New
$142B
$4.13 Billion 1.11% of portfolio
8,121
Q2 2025 Reduced 0.22%
$11B
$4.08 Billion 1.1% of portfolio
33,648
Q2 2025 Added 2.31%
$48B
$4.01 Billion 1.08% of portfolio
27,594
Q2 2025 Added 1.01%
$0
$3.97 Billion 1.07% of portfolio
114,825
Q2 2025 Added 5.21%
$54.4B
$3.96 Billion 1.07% of portfolio
6,980
Q2 2025 Added 1.6%
$144B
$3.94 Billion 1.06% of portfolio
35,527
Q2 2025 Added 0.38%
$19.8B
$3.85 Billion 1.04% of portfolio
68,545
Q2 2025 New
$0
$3.87 Billion 1.04% of portfolio
27,900
Q2 2025 Added 2.46%
$0
$3.72 Billion 1.01% of portfolio
45,319
Q2 2025 Added 1.13%
$99.7B
$3.67 Billion 0.99% of portfolio
39,943
Q2 2025 Added 0.32%
$61.2B
$3.66 Billion 0.99% of portfolio
28,357
Q2 2025 Added 2.81%
$6.6B
$3.63 Billion 0.98% of portfolio
40,263
Q2 2025 Added 1,414.22%
$159B
$3.57 Billion 0.96% of portfolio
58,349
Q2 2025 Added 1.43%
$50B
$3.56 Billion 0.96% of portfolio
20,434
Q2 2025 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $371 Billion
  • Prior Value $351 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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