JPL Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$421M
Signature - Title
Molly Wheeler - Compliance Consultant
Location
Highlands Ranch, 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 1190 stock holdings with total value $421M as of Q3 2025. Top holdings included SCHO, UNH, AVGO, AAPL, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 1,190 $421M +$37.8M -$7.38M +$30.4M SCHO, UNH, AVGO, AAPL, VTI 13F-HR 11/14/2025, 04:21 PM
Q2 2025 112 $371M +$19.2M -$10.4M +$8.79M SCHO, UNH, AVGO, VTI, AAPL 13F-HR 8/14/2025, 10:52 AM
Q1 2025 114 $351M +$18.6M -$11.4M +$7.17M UNH, SCHO, AAPL, VTI, AVGO Restatement 5/13/2025, 10:49 AM
Q4 2024 121 $349M +$158M -$11.1M +$147M UNH, AVGO, AAPL, SCHO, VTI 13F-HR 2/10/2025, 10:20 AM
Q2 2024 104 $204M +$33.9M -$12.2M +$21.7M AAPL, AVGO, MSFT, SCHO, GOOGL 13F-HR 7/31/2024, 07:49 PM
Q1 2024 111 $181M +$48.4M -$11.1M +$37.3M AAPL, AVGO, MSFT, CVX, GOOGL 13F-HR 5/10/2024, 12:36 PM
Q4 2023 100 $139M $0 $0 AAPL, AVGO, MSFT, IGSB, CVX 13F-HR 2/9/2024, 04:10 PM