JPL Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationgreenwood village, CO
- CIK0002010710
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
112 | $370.57M | SCHO, UNH, AVGO, VTI | 13F-HR | Aug 14, 2025 | 000201071025000005 | ||
114 | $350.60M | UNH, SCHO, AAPL, VTI | RESTATEMENT | May 13, 2025 | 000201071025000003 | ||
121 | $349.18M | UNH, AVGO, AAPL, SCHO | 13F-HR | Feb 10, 2025 | 000201071025000001 | ||
104 | $204.15M | AAPL, AVGO, MSFT, SCHO | 13F-HR | Aug 1, 2024 | 000122107324000059 | ||
111 | $181.15M | AAPL, AVGO, MSFT, CHV | 13F-HR | May 10, 2024 | 000122107324000042 | ||
100 | $138.84M | AAPL, AVGO, MSFT, IGSB | 13F-HR | Feb 9, 2024 | 000122107324000016 |