JPL Wealth Management, LLC
Q4 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
114
- Value ($000)
$410,498
- Date Filed02/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $14.94M | 4 % | 613,191 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | $14.88M | 4 % | 45,090 | ||
BROADCOM INC | COM | 11135F101 | $14.56M | 4 % | 42,071 | ||
APPLE INC | COM | 037833100 | $13.42M | 3 % | 49,350 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $12.26M | 3 % | 39,164 | ||
EA SERIES TRUST | ALPHA ARCHITECT | 02072Q358 | $11.31M | 3 % | 229,360 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.88M | 2 % | 29,457 | ||
EA SERIES TRUST | ALPHA ARCHITECT | 02072L516 | $9.61M | 2 % | 107,086 | ||
MICROSOFT CORP | COM | 594918104 | $9.52M | 2 % | 19,694 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.14M | 2 % | 150,240 |
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