JPL Wealth Management, LLC - Portfolio overview

JPL Wealth Management, LLC has 1643 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SCHO - SCHWAB STRATEGIC TR, 5.18%
2. SPYM - SPDR SERIES TRUST, 4.55%
3. DYNF - BLACKROCK ETF TRUST, 3.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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