JPL Wealth Management, LLC

CIK

2010710

Location

GREENWOOD VILLAGE, CO

Portfolio Value

Small $227,284,167

Diversification

Diversified

Filing Date

Global Rank

#3,942 / 8,623 ▲ 102 · as of Mar 2026

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-3.6%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

9 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.9%

SPY

+50.3%

Annualised alpha

-3.4%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

1,391 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−1.1 pts

Top 5

24.1%

−4.3 pts

Top 10

40.0%

−3.0 pts

HHI

252

Diversified−46

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.2%	$45,808,543	208
Financial Services	14.2%	$32,214,808	255
Healthcare	13.3%	$30,181,505	175
Industrials	10.3%	$23,372,710	189
Consumer Defensive	8.7%	$19,833,507	74
Consumer Cyclical	7.9%	$17,897,238	153
Energy	7.7%	$17,502,334	72
Communication Services	6.1%	$13,919,917	56
Real Estate	4.4%	$9,998,416	85
Unclassified	3.7%	$8,481,927	14
Utilities	3.2%	$7,348,583	47
Basic Materials	0.3%	$724,679	63

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+1,883	15,747	$1,514,073
PFE	Pfizer Inc	+1,632	12,405	$348,332
PLTR	Palantir Technologies Inc.	+1,426	8,002	$1,170,532
TXN	Texas Instruments Inc	+1,126	2,516	$488,456
XOM	ExxonMobil Holdings Corp	+878	42,526	$7,214,960
MRK	Merck & Co., Inc.	+736	2,967	$356,899
ETN	Eaton Corp plc	+593	1,488	$532,211
NVDA	Nvidia Corp	+470	26,349	$4,595,265
XEL	Xcel Energy Inc	+459	3,713	$294,959
FTNT	Fortinet, Inc.	+437	6,847	$559,536
MAR	Marriott International Inc /Md/	+363	1,988	$650,214
MA	Mastercard Inc	+245	7,846	$3,920,331
HD	Home Depot, Inc.	+225	8,257	$2,715,643
CSCO	Cisco Systems, Inc.	+211	2,965	$230,053
SO	Southern Co	+191	37,478	$3,617,375
ORCL	Oracle Corp	+156	4,450	$654,639
CVX	Chevron Corp	+92	42,557	$8,805,042
IBM	International Business Machines Corp	+91	14,850	$3,599,491
ABBV	AbbVie Inc.	+90	26,888	$5,847,870
TSLA	Tesla, Inc.	+82	1,466	$544,985
AMZN	Amazon Com Inc	+75	26,418	$5,502,076
DHI	Horton D R Inc /De/	+66	27,004	$3,705,488
META	Meta Platforms, Inc.	+61	1,478	$845,607
GILD	Gilead Sciences, Inc.	+59	34,075	$4,749,032
EMR	Emerson Electric Co	+49	24,084	$3,155,485
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TRI	Thomson Reuters Corp /Can/	−25,420	1,891	$170,151
PAYX	Paychex Inc	−22,973	508	$46,796
MICC	Magnum Ice Cream Co N.V.	−10,010	459	$6,861
UNH	Unitedhealth Group Inc	−6,308	38,782	$10,494,020
ROP	Roper Technologies Inc	−5,666	28	$9,908
ING	Ing Groep NV	−3,440	130,559	$3,401,061
AVGO	Broadcom Inc.	−2,833	39,238	$12,144,552
WMT	Walmart Inc.	−1,906	48,797	$6,064,490
EQH	Equitable Holdings, Inc.	−1,781	52,542	$1,949,833
GOOGL	Alphabet Inc.	−1,456	37,708	$10,843,311
FNF	Fidelity National Financial, Inc.	−1,451	49,809	$2,310,140
ARES	Ares Management Corp	−907	30,339	$3,309,984
CAT	Caterpillar Inc	−504	12,410	$8,791,987
AAPL	Apple Inc.	−463	48,887	$12,407,031
UL	Unilever PLC	−447	49,911	$2,843,428
JPM	Jpmorgan Chase & Co	−408	14,670	$4,315,327
MSFT	Microsoft Corp	−373	19,321	$7,152,054
PEG	Public Service Enterprise Group Inc	−282	30,717	$2,486,541
ORLY	O Reilly Automotive Inc	−261	37,498	$3,461,439
MS	Morgan Stanley	−242	17,514	$2,882,278
DE	Deere & Co	−214	7,583	$4,271,503
QQQ	Invesco Qqq Trust, Series 1	−213	11,260	$6,499,046
V	Visa Inc.	−211	742	$224,262
WAT	Waters Corp /De/	−175	7,531	$2,242,731
LAMR	Lamar Advertising Co/New	−139	33,079	$4,189,785
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	3,509	$309,353
NEE	Nextera Energy Inc	3,100	$287,927
COP	Conocophillips	1,905	$251,460
TSM	Taiwan Semiconductor Manufacturing Co Ltd	671	$226,764
KO	Coca Cola Co	2,932	$222,978
WFC	Wells Fargo & Company/Mn	2,708	$215,583
HWM	Howmet Aerospace Inc.	933	$215,018
LMT	Lockheed Martin Corp	342	$206,700
GE	General Electric Co	728	$206,584
PG	PROCTER & GAMBLE Co	1,379	$199,182
JNJ	Johnson & Johnson	809	$197,751
GEV	GE Vernova Inc.	223	$194,656
PM	Philip Morris International Inc.	1,050	$173,606
T	At&T Inc.	5,861	$169,910
SYK	Stryker Corp	472	$155,094
WMB	Williams Companies, Inc.	2,123	$154,510
MU	Micron Technology Inc	454	$153,379
ENB	Enbridge Inc	2,821	$152,728
CQP	Cheniere Energy Partners, L.P.	2,332	$150,717
AXP	American Express Co	494	$149,424
AXON	Axon Enterprise, Inc.	331	$140,571
IBIT	iShares Bitcoin Trust ETF	3,518	$135,161
MCD	Mcdonalds Corp	404	$125,558
AMD	Advanced Micro Devices Inc	610	$124,091
RTX	RTX Corp	627	$120,947
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1,391 tracked positions · $227,284,167 total · filing declares 2,172 positions · $434,739,495 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,391 positions by value · page 1 of 28

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	48,887	-463	$12,407,031	−7.5%	5.46%
AVGO	Broadcom Inc. Technology	Reduced	39,238	-2,833	$12,144,552	−16.6%	5.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,708	-1,456	$10,843,311	−11.5%	4.77%
UNH	Unitedhealth Group Inc Healthcare	Reduced	38,782	-6,308	$10,494,020	−29.5%	4.62%
CVX	Chevron Corp Energy	Added	42,557	+92	$8,805,042	+36.0%	3.87%
CAT	Caterpillar Inc Industrials	Reduced	12,410	-504	$8,791,987	+18.8%	3.87%
XOM	ExxonMobil Holdings Corp Energy	Added	42,526	+878	$7,214,960	+44.0%	3.17%
MSFT	Microsoft Corp Technology	Reduced	19,321	-373	$7,152,054	−24.9%	3.15%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,260	-213	$6,499,046	−7.8%	2.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,508	-130	$6,484,765	+13.3%	2.85%
WMT	Walmart Inc. Consumer Defensive	Reduced	48,797	-1,906	$6,064,490	+7.4%	2.67%
ABBV	AbbVie Inc. Healthcare	Added	26,888	+90	$5,847,870	−4.5%	2.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,418	+75	$5,502,076	−9.5%	2.42%
GILD	Gilead Sciences, Inc. Healthcare	Added	34,075	+59	$4,749,032	+13.7%	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,776	-60	$4,684,658	−5.2%	2.06%
NVDA	Nvidia Corp Technology	Added	26,349	+470	$4,595,265	−4.8%	2.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,670	-408	$4,315,327	−11.2%	1.90%
DE	Deere & Co Industrials	Reduced	7,583	-214	$4,271,503	+17.7%	1.88%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	33,079	-139	$4,189,785	−0.4%	1.84%
MA	Mastercard Inc Financial Services	Added	7,846	+245	$3,920,331	−9.7%	1.72%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	5,655	-96	$3,858,066	+17.6%	1.70%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	27,004	+66	$3,705,488	−4.5%	1.63%
SO	Southern Co Utilities	Added	37,478	+191	$3,617,375	+11.3%	1.59%
IBM	International Business Machines Corp Technology	Added	14,850	+91	$3,599,491	−17.7%	1.58%
DLR	Digital Realty Trust, Inc. Real Estate	Added	19,304	+2	$3,478,772	+16.5%	1.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	37,498	-261	$3,461,439	+0.5%	1.52%
AMGN	Amgen Inc Healthcare	Reduced	9,716	-3	$3,418,574	+7.5%	1.50%
ING	Ing Groep NV Financial Services	Reduced	130,559	-3,440	$3,401,061	−9.4%	1.50%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,539	-67	$3,344,791	+7.9%	1.47%
ARES	Ares Management Corp Financial Services	Reduced	30,339	-907	$3,309,984	−34.5%	1.46%
EMR	Emerson Electric Co Industrials	Added	24,084	+49	$3,155,485	−1.1%	1.39%
MS	Morgan Stanley Financial Services	Reduced	17,514	-242	$2,882,278	−8.6%	1.27%
UL	Unilever PLC Consumer Defensive	Reduced	49,911	-447	$2,843,428	−13.7%	1.25%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,257	+225	$2,715,643	−1.7%	1.19%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	30,717	-282	$2,486,541	−0.1%	1.09%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	49,809	-1,451	$2,310,140	−17.4%	1.02%
WAT	Waters Corp /De/ Healthcare	Reduced	7,531	-175	$2,242,731	−23.4%	0.99%
EQH	Equitable Holdings, Inc. Financial Services	Reduced	52,542	-1,781	$1,949,833	−24.7%	0.86%
SPGI	S&P Global Inc. Financial Services	Reduced	4,503	-22	$1,915,305	−19.0%	0.84%
NFLX	Netflix Inc Communication Services	Added	15,747	+1,883	$1,514,073	+16.5%	0.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,143	-42	$1,393,678	−6.5%	0.61%
PSA	Public Storage Real Estate	Reduced	4,768	-83	$1,291,555	+2.6%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	8,002	+1,426	$1,170,532	+0.1%	0.52%
META	Meta Platforms, Inc. Communication Services	Added	1,478	+61	$845,607	−9.6%	0.37%
LLY	ELI LILLY & Co Healthcare	Reduced	751	-30	$690,746	−17.7%	0.30%
ORCL	Oracle Corp Technology	Added	4,450	+156	$654,639	−21.8%	0.29%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,988	+363	$650,214	+29.0%	0.29%
BNL	Broadstone Net Lease, Inc. Real Estate	Held	32,358	0	$591,180	+5.2%	0.26%
FTNT	Fortinet, Inc. Technology	Added	6,847	+437	$559,536	+9.9%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,466	+82	$544,985	−12.4%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.