JPL Wealth Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$421.3B
Holdings
1,192
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,192 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VUGVANGUARD INDEX FDS | 818 | $392.2M | 0.09% | |
| 102 | HYDBISHARES TR | 8,195 | $392.1M | 0.09% | |
| 103 | SCHASCHWAB STRATEGIC TR | 13,280 | $370.5M | 0.09% | |
| 104 | EFAISHARES TR | 3,965 | $370.2M | 0.09% | |
| 105 | IEMGISHARES INC | 4,991 | $329.0M | 0.08% | |
| 106 | XELXCEL ENERGY INC | 3,765 | $303.6M | 0.07% | |
| 107 | PFEPFIZER INC | 11,450 | $291.7M | 0.07% | |
| 108 | IJJISHARES TR | 2,053 | $266.3M | 0.06% | |
| 109 | FAIFIRST TR EXCHANGE TRADED FD | 4,199 | $260.0M | 0.06% | |
| 110 | VOEVANGUARD INDEX FDS | 1,487 | $259.6M | 0.06% | |
| 111 | MRKMERCK & CO INC | 3,002 | $252.0M | 0.06% | |
| 112 | QUALISHARES TR | 1,294 | $251.7M | 0.06% | |
| 113 | WFCWELLS FARGO CO NEW | 2,989 | $250.6M | 0.06% | |
| 114 | DYNFBLACKROCK ETF TRUST | 4,144 | $245.3M | 0.06% | |
| 115 | AXONAXON ENTERPRISE INC | 331 | $237.5M | 0.06% | |
| 116 | NEENEXTERA ENERGY INC | 3,081 | $232.6M | 0.06% | |
| 117 | VTVVANGUARD INDEX FDS | 1,199 | $223.6M | 0.05% | |
| 118 | GEGE AEROSPACE | 737 | $221.7M | 0.05% | |
| 119 | CSCOCISCO SYS INC | 3,193 | $218.5M | 0.05% | |
| 120 | PGPROCTER AND GAMBLE CO | 1,364 | $209.6M | 0.05% | |
| 121 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 748 | $208.9M | 0.05% | |
| 122 | AXPAMERICAN EXPRESS CO | 619 | $205.7M | 0.05% | |
| 123 | SPLVINVESCO EXCH TRADED FD TR II | 2,680 | $196.9M | 0.05% | |
| 124 | INTUINTUIT | 287 | $196.1M | 0.05% | |
| 125 | LMTLOCKHEED MARTIN CORP | 378 | $188.7M | 0.04% | |
| 126 | RDVYFIRST TR EXCHANGE TRADED FD | 2,762 | $185.8M | 0.04% | |
| 127 | IVEISHARES TR | 893 | $184.4M | 0.04% | |
| 128 | HWMHOWMET AEROSPACE INC | 928 | $182.2M | 0.04% | |
| 129 | QVALEA SERIES TRUST | 3,883 | $181.1M | 0.04% | |
| 130 | SYKSTRYKER CORPORATION | 476 | $175.9M | 0.04% | |
| 131 | TAT&T INC | 6,172 | $174.3M | 0.04% | |
| 132 | KOCOCA COLA CO | 2,627 | $174.2M | 0.04% | |
| 133 | 4I1PHILIP MORRIS INTL INC | 1,049 | $170.1M | 0.04% | |
| 134 | DFUSDIMENSIONAL ETF TRUST | 2,307 | $167.1M | 0.04% | |
| 135 | BSCRINVESCO EXCH TRD SLF IDX FD | 8,316 | $163.9M | 0.04% | |
| 136 | DFUVDIMENSIONAL ETF TRUST | 3,662 | $163.7M | 0.04% | |
| 137 | ENBENBRIDGE INC | 3,174 | $160.2M | 0.04% | |
| 138 | IWDISHARES TR | 766 | $155.9M | 0.04% | |
| 139 | BSCPINVESCO EXCH TRD SLF IDX FD | 7,341 | $151.9M | 0.04% | |
| 140 | IBITISHARES BITCOIN TRUST ETF | 2,315 | $150.5M | 0.04% | |
| 141 | IBMSISHARES TR | 6,504 | $150.4M | 0.04% | |
| 142 | BSCQINVESCO EXCH TRD SLF IDX FD | 7,687 | $150.4M | 0.04% | |
| 143 | ACWIISHARES TR | 1,061 | $146.7M | 0.03% | |
| 144 | COPCONOCOPHILLIPS | 1,529 | $144.6M | 0.03% | |
| 145 | SCHXSCHWAB STRATEGIC TR | 5,487 | $144.5M | 0.03% | |
| 146 | NOWSERVICENOW INC | 149 | $137.5M | 0.03% | |
| 147 | GEVGE VERNOVA INC | 223 | $137.1M | 0.03% | |
| 148 | AIQGLOBAL X FDS | 2,775 | $137.1M | 0.03% | |
| 149 | MCDMCDONALDS CORP | 448 | $136.1M | 0.03% | |
| 150 | VVVANGUARD INDEX FDS | 440 | $135.5M | 0.03% | |
| 151 | DUKDUKE ENERGY CORP NEW | 1,092 | $135.1M | 0.03% | |
| 152 | JNJJOHNSON & JOHNSON | 716 | $132.7M | 0.03% | |
| 153 | WMBWILLIAMS COS INC | 2,043 | $129.4M | 0.03% | |
| 154 | FDNFIRST TR EXCHANGE-TRADED FD | 455 | $127.3M | 0.03% | |
| 155 | CQPCHENIERE ENERGY PARTNERS LP | 2,332 | $125.5M | 0.03% | |
| 156 | QQQMINVESCO EXCH TRADED FD TR II | 500 | $123.6M | 0.03% | |
| 157 | AFLAFLAC INC | 1,091 | $121.9M | 0.03% | |
| 158 | CRMSALESFORCE INC | 495 | $117.3M | 0.03% | |
| 159 | RTXRTX CORPORATION | 701 | $117.3M | 0.03% | |
| 160 | BSXBOSTON SCIENTIFIC CORP | 1,188 | $116.0M | 0.03% | |
| 161 | AONAON PLC | 323 | $115.2M | 0.03% | |
| 162 | BITBBITWISE BITCOIN ETF TR | 1,846 | $114.9M | 0.03% | |
| 163 | UBERUBER TECHNOLOGIES INC | 1,129 | $110.6M | 0.03% | |
| 164 | IJRISHARES TR | 920 | $109.3M | 0.03% | |
| 165 | BLKBLACKROCK INC | 90 | $105.5M | 0.03% | |
| 166 | IVWISHARES TR | 864 | $104.3M | 0.02% | |
| 167 | MPCMARATHON PETE CORP | 539 | $103.9M | 0.02% | |
| 168 | GKDGRAND CANYON ED INC | 470 | $103.2M | 0.02% | |
| 169 | APPAPPLOVIN CORP | 143 | $102.8M | 0.02% | |
| 170 | TMUST-MOBILE US INC | 427 | $102.1M | 0.02% | |
| 171 | CEGCONSTELLATION ENERGY CORP | 309 | $101.7M | 0.02% | |
| 172 | AJGGALLAGHER ARTHUR J & CO | 318 | $98.5M | 0.02% | |
| 173 | TRVTRAVELERS COMPANIES INC | 347 | $96.9M | 0.02% | |
| 174 | LINLINDE PLC | 204 | $96.8M | 0.02% | |
| 175 | FRDMEA SERIES TRUST | 2,168 | $96.1M | 0.02% | |
| 176 | BKNGBOOKING HOLDINGS INC | 17 | $93.8M | 0.02% | |
| 177 | SPGPINVESCO EXCHANGE TRADED FD T | 811 | $92.1M | 0.02% | |
| 178 | CVSCVS HEALTH CORP | 1,214 | $91.5M | 0.02% | |
| 179 | QCOMQUALCOMM INC | 549 | $91.3M | 0.02% | |
| 180 | BACBANK AMERICA CORP | 1,742 | $89.9M | 0.02% | |
| 181 | BACVERIZON COMMUNICATIONS INC | 2,025 | $89.0M | 0.02% | |
| 182 | ICEINTERCONTINENTAL EXCHANGE IN | 524 | $88.3M | 0.02% | |
| 183 | VEAVANGUARD TAX-MANAGED FDS | 1,467 | $87.9M | 0.02% | |
| 184 | IBTLISHARES TR | 4,230 | $87.0M | 0.02% | |
| 185 | HOODROBINHOOD MKTS INC | 602 | $86.2M | 0.02% | |
| 186 | DBEFDBX ETF TR | 1,849 | $85.8M | 0.02% | |
| 187 | ABTABBOTT LABS | 632 | $84.7M | 0.02% | |
| 188 | COFCAPITAL ONE FINL CORP | 397 | $84.4M | 0.02% | |
| 189 | MOALTRIA GROUP INC | 1,273 | $84.1M | 0.02% | |
| 190 | VBRVANGUARD INDEX FDS | 401 | $83.7M | 0.02% | |
| 191 | AMDADVANCED MICRO DEVICES INC | 516 | $83.5M | 0.02% | |
| 192 | TJXTJX COS INC NEW | 573 | $82.8M | 0.02% | |
| 193 | LOWLOWES COS INC | 327 | $82.2M | 0.02% | |
| 194 | IBTKISHARES TR | 4,116 | $81.8M | 0.02% | |
| 195 | A4SAMERIPRISE FINL INC | 166 | $81.5M | 0.02% | |
| 196 | CITHE CIGNA GROUP | 277 | $79.8M | 0.02% | |
| 197 | PGRPROGRESSIVE CORP | 313 | $77.3M | 0.02% | |
| 198 | MUMICRON TECHNOLOGY INC | 461 | $77.1M | 0.02% | |
| 199 | DFIVDIMENSIONAL ETF TRUST | 1,643 | $75.8M | 0.02% | |
| 200 | BSVVANGUARD BD INDEX FDS | 959 | $75.7M | 0.02% |