Long-term investor

Jpl Wealth Management, LLC @jplwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010710).

Record

  • Tracked since 2025-06-30 (431 days), 87 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.6% · 6 months +9.2% · 1 year +15.2% · all +15.2%
  • Max drawdown -2.5% · Sharpe 0.84 · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 4.7% · long · since 2025-09-30
  • UNH · 3.2% · long · since 2025-06-30
  • 09290C103 · 3.0% · long · since 2025-09-30
  • 808524862 · 3.0% · long · since 2025-06-30
  • AVGO · 2.8% · long · since 2025-06-30
  • AAPL · 2.8% · long · since 2025-06-30
  • GOOGL · 2.6% · long · since 2025-06-30
  • 02072L516 · 2.5% · long · since 2025-12-31
  • CAT · 2.5% · long · since 2025-06-30
  • 02072Q358 · 2.4% · long · since 2025-12-31
  • 46138E339 · 2.2% · long · since 2025-09-30
  • 922908769 · 2.2% · long · since 2025-06-30

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