JPL Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    1,192

  • Value ($000)

    $421,337

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002010710
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$16.49M
4 %

675,767

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$16.31M
4 %

47,230

A
AVGO

BROADCOM INC

COM
11135F101
$15.18M
4 %

46,009

A
AAPL

APPLE INC

COM
037833100
$13.00M
3 %

51,039

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$11.69M
3 %

35,629

M
MSFT

MICROSOFT CORP

COM
594918104
$10.66M
3 %

20,576

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.03M
2 %

41,243

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$8.11M
2 %

152,889

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.35M
2 %

12,242

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.33M
2 %

112,327

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