JPL Wealth Management, LLC
Q3 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
1,192
- Value ($000)
$421,337
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002010710
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $16.49 M | 4 % | 675,767 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $16.31 M | 4 % | 47,230 | ||
AVGO BROADCOM INC | COM | 11135F101 | $15.18 M | 4 % | 46,009 | ||
AAPL APPLE INC | COM | 037833100 | $13.00 M | 3 % | 51,039 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.69 M | 3 % | 35,629 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.66 M | 3 % | 20,576 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $10.03 M | 2 % | 41,243 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $8.11 M | 2 % | 152,889 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.35 M | 2 % | 12,242 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.33 M | 2 % | 112,327 |
Rows Per Page
10
- 10
- 50
- 100