JPL Wealth Management, LLC: summary

JPL Wealth Management, LLC reported 1,646 positions with a reported value of $403.62M in its 13F for Q3 2026. Compared with Q2 2026: 164 new positions, 394 exited.

Top positions

• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• UNITEDHEALTH GROUP INC COM
• EA SERIES TRUST
• APPLE INC COM
• SCHWAB SHORT-TERM US TREASURY ETF
• BLACKROCK ETF TRUST
• EA SERIES TRUST
• BROADCOM INC COM
• ALPHABET INC
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF