JPL Wealth Management, LLC
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$434.7M
Holdings
1,552
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHO
SCHWAB STRATEGIC TR
Q1 2026: New position (35.1k shares)
3.6%
02
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.2%
03
$AAPL
APPLE INC
Q1 2026: New position (19.8k shares)
2.9%
04
$AVGO
BROADCOM INC
Q1 2026: New position (2.0k shares)
2.8%
05
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.8%
06
$CAOS
EA SERIES TRUST
Held since at least Q1 2024
2.7%
07
$GOOGL
ALPHABET INC
Q1 2026: New position (6.8k shares)
2.5%
08
$AAEQ
EA SERIES TRUST
Held since at least Q1 2024
2.5%
09
$UNH
UNITEDHEALTH GROUP INC
Held since at least Q1 2024
2.4%
10
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:49 UTC.