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JPL Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    1,554

  • Value ($000)

    $434,739

  • Date Filed
    05/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$15.78M
4 %

650,307

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$13.88M
3 %

181,309

A
AAPL

APPLE INC

COM
037833100
$12.41M
3 %

48,887

A
AVGO

BROADCOM INC

COM
11135F101
$12.14M
3 %

39,238

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$12.12M
3 %

208,310

C
CAOS

EA SERIES TRUST

ALPHA ARCHITECT
02072L516
$11.89M
3 %

131,046

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.84M
3 %

37,708

---

EA SERIES TRUST

ALPHA ARCHITECT
02072Q358
$10.67M
3 %

229,355

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$10.49M
2 %

38,782

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.32M
2 %

29,062

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