JPL Wealth Management, LLC
•CIK: 2010710•Filing: Q4 2025
**JPL Wealth Management, LLC** manages $410M across a diversified portfolio of 114 positions. The strategy exhibits significant concentration in technology and healthcare, highlighted by top holdings including SCHO, UNH, and AVGO, each representing substantial allocations near the $14.9M mark. Further notable positions include AAPL ($13.4M) and GOOGL ($12.3M), indicating a core focus on established mega-cap growth names. This structure suggests a disciplined, large-cap tilt within the current market cycle.
Total AUM
$410.5M
QoQ Performance
-2.6%
Positions
78
Top 10 Concentration
29.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHO3.6%
UNH3.6%
AVGO3.5%
AAPL3.3%
GOOGL3.0%
AAEQ2.8%
VTI2.4%
CAOS2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology15.1%
Healthcare7.2%
Consumer5.2%
Financial3.5%
Industrial2.7%
Utilities1.4%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+1075 more exited positions
Changes from Q3 2025
NEW4 new positions
↑21 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023