JPL Wealth Management
JPL Wealth Management reported 1,876 stocks worth $504M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPYM (4.7%), UNH (3.2%) and DYNF (3.0%). Compared with Q1 2026, the fund opened new positions in GGOV, added to SPYM, UNH and DYNF, trimmed SCHO, AVGO and AAPL and sold out of IAGG, VGIT and SNAP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $23.8M | 4.7% | 271K | +90K (+50%) | 5 of 7 | |
| 2 |  UNH Unitedhealth Group Inc | $16.2M | 3.2% | 39K | +274 (+1%) | 7 of 7 | |
| 3 |  DYNF Blackrock ETF Trust | $15.1M | 3.0% | 221K | +13K (+6%) | 4 of 7 | |
| 4 |  SCHO Schwab Short-Term US Treasury ETF | $14.9M | 3.0% | 617K | −33K (−5%) | 7 of 7 | |
| 5 |  AVGO Broadcom Inc | $14.1M | 2.8% | 37K | −1,881 (−5%) | 7 of 7 | |
| 6 |  AAPL Apple Inc | $14M | 2.8% | 49K | −363 (−1%) | 7 of 7 | |
| 7 |  GOOGL Alphabet Inc | $13.1M | 2.6% | 37K | −955 (−3%) | 7 of 7 | |
| 8 |  CAOS EA Series Trust | $12.8M | 2.5% | 142K | +11K (+8%) | 3 of 7 | |
| 9 |  CAT Caterpillar Inc | $12.6M | 2.5% | 12K | −559 (−5%) | 7 of 7 | |
| 10 |  AAEQ EA Series Trust | $12.2M | 2.4% | 229K | No change | 3 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
THOMSON REUTERS CORP | $170K | 1,891 |
 IAGG Ishares TR | $100K | 2,001 |
HONEYWELL INTL INC | $32K | 139 |
MASIMO CORP | $28K | 156 |
 VGIT Vanguard Scottsdale Fds | $28K | 462 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →JPL Wealth Management 13F FAQ
What does JPL Wealth Management own?
JPL Wealth Management reported 1,876 stocks worth $504M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPYM (4.7%), UNH (3.2%) and DYNF (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did JPL Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 446 new positions, 539 added to, 338 trimmed and 124 sold out. New positions include GGOV. It sold all of IAGG, VGIT and SNAP.
When will JPL Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is JPL Wealth Management's portfolio worth?
The Q2 2026 filing reports $504M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.