JPL Wealth Management, LLC
Q2 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
112
- Value ($000)
$370,570
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $15.82M | 4 % | 648,752 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $13.70M | 4 % | 43,899 | ||
AVGO BROADCOM INC | COM | 11135F101 | $13.06M | 4 % | 47,364 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.00M | 3 % | 36,195 | ||
AAPL APPLE INC | COM | 037833100 | $10.69M | 3 % | 52,085 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.40M | 3 % | 20,902 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $7.87M | 2 % | 149,117 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.52M | 2 % | 42,673 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.06M | 2 % | 113,806 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $6.93M | 2 % | 7,005 |
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