13F filer

JPL Wealth Management

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2010710 SEC filings ↗

13F Value

$503.8M

Positions

1,876

Top Position

SPYM4.7%

Top 5

16.7%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +49.6%+$7.9M

2 BRTR Blackrock ETF Trust II — Isha Tota Re ETF +563.5%+$3.4M

3 GOVT iShares U.S. Treasury Bond ETF +132.7%+$3.2M

4 BINC iShares Flexible Income Active ETF +645.9%+$2.6M

5 SPMB State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF +190.9%+$2.4M

Holdings1,876

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	4.7%	$23.8M	+49.6%	271.2K	3.2%	ETF
2	UNH UnitedHealth Group	3.2%	$16.2M	+0.7%	39.1K	2.4%	Common Stock
3	DYNF iShares U.S. Equity Factor Rotation Active ETF	3.0%	$15.1M	+6.3%	221.4K	2.8%	ETF
4	SCHO Schwab Short-Term U.S. Treasury ETF	3.0%	$14.9M	-5.1%	617.4K	3.6%	ETF
5	AVGO Broadcom	2.8%	$14.1M	-4.8%	37.4K	2.8%	Common Stock
6	AAPL Apple	2.8%	$14.0M	-0.7%	48.5K	2.9%	Common Stock
7	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 36,753 reported quantity $13,134,414 reported value	2.6%	$13.1M	-2.5%	36.8K	2.5%	Common Stock
8	CAOS Alpha Architect Tail Risk ETF	2.5%	$12.8M	+8.4%	142.1K	2.7%	ETF
9	CAT Caterpillar	2.5%	$12.6M	-4.5%	11.9K	2.0%	Common Stock
10	AAEQ Alpha Architect US Equity 2 ETF	2.4%	$12.2M	—	229.4K	2.5%	ETF
11	SPMO Invesco S&P 500 Momentum ETF	2.2%	$11.3M	+4.0%	69.7K	1.7%	ETF
12	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.2%	$11.0M	+1.9%	29.6K	2.1%	ETF
13	DFAI Dimensional International Core Equity Market ETF	1.8%	$9.3M	+18.7%	225.6K	1.7%	ETF
14	QMOM Alpha Architect U.S. Quantitative Momentum ETF	1.8%	$9.1M	+15.1%	116.0K	1.6%	ETF
15	SOXX iShares Semiconductor ETF	1.7%	$8.7M	-17.2%	13.6K	1.2%	ETF
16	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	1.7%	$8.5M	-4.8%	162.6K	2.1%	ETF
17	QQQ Invesco QQQ Trust, Series 1	1.6%	$8.2M	-0.8%	11.2K	1.5%	ETF
18	IEI iShares 3-7 Year Treasury Bond ETF	1.4%	$7.2M	+3.5%	61.6K	1.6%	ETF
19	MSFT Microsoft	1.4%	$7.2M	-0.1%	19.3K	1.6%	Common Stock
20	IJH iShares Core S&P Mid-Cap ETF	1.4%	$7.1M	-2.3%	92.0K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing120

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.