Institutional Fund
Jpl Wealth Management, LLC
Greenwood Village, COCIK 20107107 filings on record
Portfolio Value
$434.74M
Q1 2026
Holdings
1,553
Reported positions
New Buys
1440
Opened this quarter
QoQ Change
+5.9%
from $410.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr3.6%
- Spdr Series Trust3.2%
- Apple Inc2.9%
- Broadcom Inc2.8%
- Blackrock ETF Trust2.8%
- Ea Series Trust2.7%
- Other82.0%
Portfolio Holdings
1,553 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 650.3K | $15.78M | 3.6% | +37.1K | Added |
| 2 | Spdr Series Trust | 181.3K | $13.88M | 3.2% | +85.8K | Added |
| 3 | Apple Inc | 48.9K | $12.41M | 2.9% | −463 | Reduced |
| 4 | Broadcom Inc | 39.2K | $12.14M | 2.8% | −2.8K | Reduced |
| 5 | Blackrock ETF Trust | 208.3K | $12.12M | 2.8% | +58.1K | Added |
| 6 | Ea Series Trust | 131.0K | $11.89M | 2.7% | +24.0K | Added |
| 7 | Alphabet Inc | 37.7K | $10.84M | 2.5% | −1.5K | Reduced |
| 8 | Ea Series Trust | 229.4K | $10.67M | 2.5% | −5 | Reduced |
| 9 | Unitedhealth Group Inc | 38.8K | $10.49M | 2.4% | −6.3K | Reduced |
| 10 | Vanguard Index Fds | 29.1K | $9.32M | 2.1% | −395 | Reduced |
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