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JPL Wealth Management, LLC
JPL Wealth Management, LLC is an SEC-registered investment adviser headquartered in Highlands Ranch, Colorado. The firm, founded in the early 2020s, has around 5 employees and offers fiduciary, personalized wealth management and financial planning services, focusing on pre-retirees, retirees, executives, professionals, and families. JPL provides comprehensive planning, investment management, and retirement solutions, serving clients seeking tailored, independent financial advice.
Investment Strategy
JPL Wealth Management pursues a comprehensive, client-centered investment strategy, integrating all aspects of a client's finances—from current portfolios to future income needs—into a customized financial plan. The firm emphasizes long-term wealth management, risk mitigation, and tax optimization, using diversified portfolios of equities, ETFs, and fixed income tailored to client objectives, retirement timelines, and risk tolerance. JPL's approach is holistic and fiduciary, with a commitment to independent, unbiased guidance focused on client goals and financial security.
Latest 13F Filing Activity
JPL Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $371M. The fund increased holdings in Broadcom Inc., Ea Series Trust, Equitable HLDGS Inc. among other positions. JPL Wealth Management, LLC reduced exposure to Unitedhealth Group Inc., Wisdomtree TR, Cisco SYS Inc. among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHO | SCHWAB STRATEGIC TR | 4.27% | $15.8M | 648,752 | $24.12 | $24.38 | +$1.7M |
U UNH | UNITEDHEALTH GROUP INC | 3.70% | $13.7M | 43,899 | $506.15 | $311.97 | -$9.4M |
A AVGO | BROADCOM INC | 3.52% | $13.1M | 47,364 | $231.84 | $275.65 | +$4.7M |
V VTI | VANGUARD INDEX FDS | 2.97% | $11.0M | 36,195 | $289.16 | $303.93 | +$1.2M |
A AAPL | APPLE INC | 2.88% | $10.7M | 52,085 | $249.96 | $205.17 | -$793.1K |
Industry Allocation
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