StockDriftsStockDriftsTop 50 Jpl Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.73% | 271.2K | $23.8M | +49.56%(+89.86K) | $79.28(+15.48%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.22% | 39.1K | $16.2M | +0.71%(+274) | $524.39(-23.90%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.99% | 221.4K | $15.1M | +6.29%(+13.09K) | $59.98(+17.30%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.96% | 617.4K | $14.9M | -5.06%(-32.93K) | $24.23(-0.55%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.8% | 37.4K | $14.1M | -4.79%(-1.88K) | $125.92(+231.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.79% | 48.5K | $14.0M | -0.74%(-363) | $196.85(+55.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.61% | 36.8K | $13.1M | -2.53%(-955) | $153.22(+126.05%) | 2026-06-30 | |
| CAOS | EA SERIES TRUST | 2.55% | 142.1K | $12.8M | +8.40%(+11.01K) | $89.83(+0.64%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.5% | 11.9K | $12.6M | -4.50%(-559) | $317.22(+169.40%) | 2026-06-30 | |
| AAEQ | EA SERIES TRUST | 2.42% | 229.4K | $12.2M | +0.00%(+0) | $50.29(+10.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.95% |
Jpl Wealth Management LLC reports $503.84M in US-listed equity holdings across 1,876 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (4.7%), UNH (3.2%) and DYNF (3.0%). The top 20 holdings account for 46.95% of reported assets. Its disclosed equity book has returned +32.01% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jpl Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010710). View Jpl Wealth Management LLC’s 13F filings on SEC