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
$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%
$0
$2.73 Billion 0.74% of portfolio
4,812
Q2 2025 Reduced 3.3%
$0
$2.69 Billion 0.73% of portfolio
46,820
Q2 2025 Added 1.39%
$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%
$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%
$0
$2.09 Billion 0.56% of portfolio
62,305
Q2 2025 Added 4.08%
$50.7B
$1.77 Billion 0.48% of portfolio
6,040
Q2 2025 Added 3.11%
$0
$1.65 Billion 0.45% of portfolio
71,828
Q2 2025 Added 8.98%
$0
$1.57 Billion 0.42% of portfolio
2,535
Q2 2025 Reduced 2.39%
$1.72T
$1.27 Billion 0.34% of portfolio
1,723
Q2 2025 Reduced 2.66%
$0
$1.15 Billion 0.31% of portfolio
24,255
Q2 2025 Added 7.9%
$327B
$1.1 Billion 0.3% of portfolio
8,083
Q2 2025 Added 34.6%
$0
$1.09 Billion 0.29% of portfolio
53,313
Q2 2025 Added 27.09%
$885B
$996 Million 0.27% of portfolio
4,554
Q2 2025 Reduced 1.9%
$144B
$875 Million 0.24% of portfolio
2,450
Q2 2025 Reduced 1.8%
-
$799 Million 0.22% of portfolio
-
Q2 2025 Reduced 10.97%
$0
$828 Million 0.22% of portfolio
49,371
Q2 2025 Reduced 10.39%
$0
$784 Million 0.21% of portfolio
35,480
Q2 2025 Added 6.78%
$0
$713 Million 0.19% of portfolio
2,099
Q4 2024 Added 4.48%
$0
$696 Million 0.19% of portfolio
13,064
Q2 2025 Added 4.7%
$717B
$653 Million 0.18% of portfolio
838
Q2 2025 Reduced 8.71%
$177B
$653 Million 0.18% of portfolio
3,143
Q2 2025 Reduced 84.74%
$62.7B
$679 Million 0.18% of portfolio
6,425
Q2 2025 Reduced 0.06%
$0
$554 Million 0.15% of portfolio
1,305
Q1 2025 Reduced 19.99%
$3.47B
$519 Million 0.14% of portfolio
32,358
Q1 2025 Reduced 0.05%
$553B
$487 Million 0.13% of portfolio
1,370
Q2 2025 Reduced 9.75%
Ishares Tr
-
$455 Million 0.12% of portfolio
-
Q2 2025 Reduced 0.54%
$85.2B
$454 Million 0.12% of portfolio
1,663
Q2 2025 Added 0.06%
$0
$422 Million 0.11% of portfolio
3,863
Q1 2025 New
$0
$394 Million 0.11% of portfolio
10,379
Q2 2025 Reduced 15.11%
$0
$392 Million 0.11% of portfolio
8,260
Q2 2025 Added 5.83%
$0
$374 Million 0.1% of portfolio
854
Q2 2025 Reduced 11.69%
$0
$354 Million 0.1% of portfolio
3,965
Q1 2025 Reduced 1.27%
$0
$371 Million 0.1% of portfolio
598
Q2 2025 Reduced 15.89%
$1.46T
$330 Million 0.09% of portfolio
1,861
Q2 2025 Added 3.39%
$0
$336 Million 0.09% of portfolio
13,280
Q2 2025 Reduced 16.39%

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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