JPL Wealth Management, LLC

JPL Wealth Management, LLC reported 2,530 holdings worth US$504M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

JPL Wealth Management, LLC reported 2,530 holdings worth US$504M as of Jun 30, 2026. Largest: Unitedhealth Group Incorporated, Alphabet Inc (google) Class C and Broadcom Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
2,530
Value as reported
US$504M

The filing in full

CompanySharesValue as reported% of portfolio
Unitedhealth Group Incorporated39,056US$16.2M3.2%
Alphabet Inc (google) Class C39,756US$14.2M2.8%
Broadcom Inc.37,357US$14.1M2.8%
Apple Inc48,524US$14M2.8%
Caterpillar, Inc.11,851US$12.6M2.5%
Microsoft Corp.19,306US$7.2M1.4%
Chevron Corporation41,506US$6.88M1.4%
Abbvie Inc.25,639US$6.45M1.3%
Amazon.com, Inc.26,738US$6.37M1.3%
Costco Wholesale Corporation6,435US$6.02M1.2%
Exxon Mobil Corporation41,274US$5.64M1.1%
Walmart Inc.48,099US$5.45M1.1%
Nvidia Corporation27,047US$5.41M1.1%
Lamar Advertising Company32,504US$5.07M1.0%
Berkshire Hathaway Inc.9,795US$4.9M0.97%
Jp Morgan Chase & Co.14,640US$4.79M0.95%
Deere & Company7,421US$4.71M0.93%
D.r. Horton, Inc.26,426US$4.3M0.85%
Gilead Sciences, Inc.32,959US$4.16M0.83%
International Business Machines Corporation14,534US$4.09M0.81%
Ing Groep N.v.126KUS$3.96M0.79%
Morgan Stanley17,278US$3.61M0.72%
Amgen Inc.9,650US$3.49M0.69%
Southern Company (the)36,423US$3.49M0.69%
Digital Realty Trust, Inc.19,051US$3.42M0.68%
Emerson Electric Company23,854US$3.41M0.68%
O'reilly Automotive, Inc.37,008US$3.41M0.68%
Ares Management Corporation29,403US$3.27M0.65%
Northrop Grumman Corporation5,572US$2.84M0.56%
Pepsico, Inc.20,865US$2.83M0.56%
Home Depot, Inc. (the)8,007US$2.82M0.56%
Public Service Enterprise Group Incorporated29,413US$2.39M0.47%
Public Storage4,704US$1.5M0.30%
Mastercard Incorporated2,222US$1.14M0.23%
Netflix, Inc.15,569US$1.11M0.22%
Fortinet, Inc.6,895US$1.06M0.21%
Palantir Technologies Inc.8,473US$989K0.20%
Eli Lilly And Company767US$920K0.18%
Meta Platforms, Inc.1,511US$851K0.17%
Texas Instruments Incorporated2,565US$764K0.15%
Marriott International2,007US$744K0.15%
Micron Technology, Inc.624US$720K0.14%
Tesla, Inc.1,657US$697K0.14%
Broadstone Net Lease, Inc.32,358US$669K0.13%
Oracle Corporation4,096US$600K0.12%
Advanced Micro Devices Inc752US$437K0.09%
Merck & Company, Inc.3,122US$401K0.08%
Cisco Systems, Inc.3,171US$372K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.659US$315K0.06%
Visa Inc.896US$308K0.06%
Xcel Energy Inc.3,716US$298K0.06%
Pfizer, Inc.11,838US$285K0.06%
Nextera Energy, Inc.3,074US$270K0.05%
Ge Aerospace721US$269K0.05%
Ge Vernova Inc.225US$264K0.05%
Coca-cola Company (the)3,226US$262K0.05%
Applied Materials, Inc.357US$258K0.05%
Howmet Aerospace Inc.937US$252K0.05%
Intel Corporation1,670US$233K0.05%
Lockheed Martin Corporation457US$233K0.05%
Wells Fargo & Company2,775US$229K0.05%
Procter & Gamble Company (the)1,456US$214K0.04%
Philip Morris International Inc1,171US$212K0.04%
Johnson & Johnson799US$203K0.04%
Western Digital Corporation316US$202K0.04%
American Express Company586US$198K0.04%
Conocophillips1,894US$197K0.04%
Sandisk Corporation86US$196K0.04%
Axon Enterprise, Inc.333US$187K0.04%
S&p Global Inc.414US$169K0.03%
Lam Research Corporation365US$158K0.03%
Williams Companies, Inc. (the)2,121US$158K0.03%
Enbridge Inc.2,821US$153K0.03%
Mcdonald's Corporation547US$148K0.03%
Stryker Corporation451US$142K0.03%
Analog Devices, Inc.353US$140K0.03%
Rtx Corporation725US$138K0.03%
Cvs Health Corporation1,291US$134K0.03%
Cheniere Energy Partners, Lp2,174US$133K0.03%
Aflac Incorporated1,106US$130K0.03%
Duke Energy Corporation (holding Company)1,009US$128K0.03%
Kla Corporation423US$128K0.03%
Marathon Petroleum Corporation495US$127K0.03%
At&t Inc.5,745US$119K0.02%
Tjx Companies, Inc. (the)780US$118K0.02%
The Travelers Companies, Inc.355US$117K0.02%
Bank Of America Corporation1,780US$101K0.02%
Amphenol Corporation558US$98,3880.02%
Waste Management, Inc.438US$97,6990.02%
Verizon Communications Inc.2,291US$96,9940.02%
Altria Group, Inc.1,343US$96,6280.02%
Waters Corporation251US$94,1360.02%
Goldman Sachs Group, Inc. (the)93US$94,0580.02%
Crowdstrike Holdings, Inc.119US$90,8150.02%
Quanta Services, Inc.126US$90,7260.02%
Phillips 66533US$90,1050.02%
Vertex Pharmaceuticals Incorporated179US$89,0230.02%
Asml Holding Nv43US$85,5470.02%
Marvell Technology, Inc.287US$85,4960.02%
Blackrock, Inc.89US$85,1630.02%

Every holding of JPL Wealth Management, LLC

Source

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