13F Filings History of JPL Wealth Management, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$410,497,833
Signature - Title
Molly Wheeler - Compliance Consultant
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by JPL Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JPL Wealth Management, LLC reported 114 stock holdings with total value $410,497,833 as of Q4 2025. Top holdings included SCHO, UNH, AVGO, AAPL, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 114 $410,497,833 +$56,603,142 -$70,190,796 -$13,587,654 SCHO, UNH, AVGO, AAPL, GOOGL 13F-HR 12 Feb 2026, 12:29
Q3 2025 1,190 $421,337,054 +$37,816,125 -$7,382,679 +$30,433,446 SCHO, UNH, AVGO, AAPL, VTI 13F-HR 14 Nov 2025, 16:21
Q2 2025 112 $370,570,354 +$19,209,120 -$10,414,450 +$8,794,670 SCHO, UNH, AVGO, VTI, AAPL 13F-HR 14 Aug 2025, 10:52
Q1 2025 114 $350,600,698 +$18,583,563 -$11,415,058 +$7,168,505 UNH, SCHO, AAPL, VTI, AVGO Restatement 13 May 2025, 10:49
Q4 2024 121 $349,180,914 +$158,161,517 -$11,123,031 +$147,038,486 UNH, AVGO, AAPL, SCHO, VTI 13F-HR 10 Feb 2025, 10:20
Q2 2024 104 $204,151,007 +$33,917,625 -$12,197,143 +$21,720,482 AAPL, AVGO, MSFT, SCHO, GOOGL 13F-HR 31 Jul 2024, 19:49
Q1 2024 111 $181,147,751 +$48,418,019 -$11,143,463 +$37,274,556 AAPL, AVGO, MSFT, CVX, GOOGL 13F-HR 10 May 2024, 12:36
Q4 2023 100 $138,843,403 $0 $0 $0 AAPL, AVGO, MSFT, IGSB, CVX 13F-HR 09 Feb 2024, 16:10