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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$1.43T
$7.52 Billion 2.03% of portfolio
42,673
Q2 2025 Added 1.23%
$423B
$6.93 Billion 1.87% of portfolio
7,005
Q2 2025 Reduced 0.91%
$309B
$6.25 Billion 1.69% of portfolio
43,624
Q2 2025 Added 0.47%
$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%
$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%
$374B
$5.14 Billion 1.39% of portfolio
27,665
Q2 2025 Added 2.32%
$637B
$5.13 Billion 1.38% of portfolio
10,559
Q2 2025 Reduced 0.5%
$553B
$4.63 Billion 1.25% of portfolio
8,239
Q2 2025 Added 2.53%
$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%
$442B
$4.24 Billion 1.14% of portfolio
26,851
Q2 2025 Added 0.29%
$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%
$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
$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%
$70.5B
$3.46 Billion 0.93% of portfolio
28,959
Q2 2025 Added 1.38%
$79B
$3.35 Billion 0.9% of portfolio
25,097
Q2 2025 Added 2.27%
$8.23B
$3.08 Billion 0.83% of portfolio
160,323
Q2 2025 Added 0.92%
$423B
$3.07 Billion 0.83% of portfolio
8,365
Q2 2025 Added 1.69%
$93.3B
$3.01 Billion 0.81% of portfolio
137,620
Q2 2025 Added 1.43%
$197B
$3 Billion 0.81% of portfolio
22,730
Q2 2025 Added 0.9%
$89.2B
$2.99 Billion 0.81% of portfolio
5,990
Q2 2025 Added 0.81%
$16.4B
$2.98 Billion 0.8% of portfolio
53,197
Q2 2025 Added 1.16%
$149B
$2.83 Billion 0.76% of portfolio
10,141
Q2 2025 Added 0.86%
$17.5B
$2.76 Billion 0.75% of portfolio
7,917
Q2 2025 Added 1.4%
$40.8B
$2.75 Billion 0.74% of portfolio
32,636
Q2 2025 Added 1.13%
$261B
$2.59 Billion 0.7% of portfolio
18,384
Q2 2025 Added 2.09%
$176B
$2.56 Billion 0.69% of portfolio
4,856
Q2 2025 Added 0.98%
$118B
$2.48 Billion 0.67% of portfolio
51,407
Q2 2025 Added 1.68%
$163B
$2.41 Billion 0.65% of portfolio
6,230
Q2 2025 Reduced 1.11%
$132B
$2.31 Billion 0.62% of portfolio
10,049
Q2 2025 Added 0.99%
$555B
$2.2 Billion 0.59% of portfolio
1,643
Q2 2025 Added 13.62%
$50.7B
$1.77 Billion 0.48% of portfolio
6,040
Q2 2025 Added 3.11%
$1.72T
$1.27 Billion 0.34% of portfolio
1,723
Q2 2025 Reduced 2.66%
$327B
$1.1 Billion 0.3% of portfolio
8,083
Q2 2025 Added 34.6%
$885B
$996 Million 0.27% of portfolio
4,554
Q2 2025 Reduced 1.9%

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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