Jupiter Wealth Management LLC
13F Reported Value
ⓘ$253.0M
Holdings
90
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Jupiter Wealth Management LLC disclosed 90 positions worth $253.0M in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 15.2% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 11 new positions and exited 5 and a full exit from $COF. The portfolio is most concentrated in Technology (43.3% of disclosed assets). All figures are sourced directly from Jupiter Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1774207.
AI Fund Analysis
Concentrating
$GOOG
$NVDA
$AAPL
$MSFT
$AVGO
$MS$AVGO
$AMZN$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$38.3M95,198 sh - 90.2#1
Quality
$15.9M70,305 sh - 76.1#112
Quality
$15.7M52,564 sh - 83.7
Quality
$14.3M35,283 sh - 86.4
Quality
$12.6M30,224 sh - —
Quality
$11.1M57,257 sh - —
Quality
$10.9M14,702 sh - 74.6
Quality
$9.8M36,278 sh - 64.5
Quality
$8.0M11 sh Energy Select Sector SPDR ETF IV
—Quality
$6.0M103,808 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 80.2#45 | $38.3M | 95,198 |
| NVIDIA CORP$NVDA | 90.2#1 | $15.9M | 70,305 |
| Apple Inc.$AAPL | 76.1#112 | $15.7M | 52,564 |
| MICROSOFT CORP$MSFT | 83.7 | $14.3M | 35,283 |
| Broadcom Inc.$AVGO | 86.4 | $12.6M | 30,224 |
| MORGAN STANLEY$MS | — | $11.1M | 57,257 |
 SPDR S&P 500 ETF TRUST$SPY | — | $10.9M | 14,702 |
| AMAZON COM INC$AMZN | 74.6 | $9.8M | 36,278 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5 | $8.0M | 11 |
| Energy Select Sector SPDR ETF IV | — | $6.0M | 103,808 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Jupiter Wealth Management LLC's 90 positions.
Showing top 10 of 90 holdings.
Sector Allocation
Technology
$109.6M
Other
$46.3M
Financials
$42.4M
Consumer Discretionary
$18.1M
Healthcare
$10.8M
Industrials
$9.3M
Energy
$5.8M
Real Estate
$4.7M
Full Holdings — Jupiter Wealth Management LLC (Q1 2026)
All 90 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $38.3M | 15.2% | +2% | 80.2 |
| 2 | $NVDA | NVIDIA CORP | $15.9M | 6.3% | +3% | 90.2 |
| 3 | $AAPL | Apple Inc. | $15.7M | 6.2% | +6% | 76.1 |
| 4 | $MSFT | MICROSOFT CORP | $14.3M | 5.7% | -5% | 83.7 |
| 5 | $AVGO | Broadcom Inc. | $12.6M | 5.0% | +9% | 86.4 |
| 6 | $MS | MORGAN STANLEY | $11.1M | 4.4% | +3% | — |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $10.9M | 4.3% | +3% | — |
| 8 | $AMZN | AMAZON COM INC | $9.8M | 3.9% | +13% | 74.6 |
| 9 | $BRK.A | BERKSHIRE HATHAWAY INC | $8.0M | 3.2% | +0% | 64.5 |
| 10 | — | Energy Select Sector SPDR ETF IV | $6.0M | 2.4% | +7% | — |
| 11 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.8M | 2.3% | +0% | — |
| 12 |  $MA | Mastercard Inc | $4.9M | 1.9% | -9% | 81.7 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $4.8M | 1.9% | +0% | 72.8 |
| 14 |  $META | Meta Platforms, Inc. | $4.6M | 1.8% | -3% | 80.9 |
| 15 | — | JPMorgan Ultra SHRT Muncipl Incm ETF | $4.6M | 1.8% | +0% | — |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 1.6% | +1% | 64.5 |
| 17 |  $CCK | CROWN HOLDINGS, INC. | $3.9M | 1.5% | +0% | 61.9 |
| 18 |  $HD | HOME DEPOT, INC. | $3.9M | 1.5% | -1% | 69.2 |
| 19 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.4M | 1.4% | +0% | 69.8 |
| 20 |  $IVZ | Invesco Ltd. | $2.9M | 1.1% | +3% | — |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $2.9M | 1.1% | +0% | — |
| 22 | — | Nuveen Amt Free QLTY | $2.8M | 1.1% | NEW | — |
| 23 | — | iShares US Aerospace Defense ETF | $2.8M | 1.1% | +0% | — |
| 24 |  $C | CITIGROUP INC | $2.7M | 1.1% | +0% | 54.8 |
| 25 |  $MPC | Marathon Petroleum Corp | $2.5M | 1.0% | +0% | 50.7 |
| 26 |  $ASML | ASML HOLDING NV | $2.3M | 0.9% | +19% | — |
| 27 | — | ProShares Trust S&P (500 Divid Aristocrats Etf) | $2.1M | 0.8% | -0% | — |
| 28 |  $PEP | PEPSICO INC | $1.9M | 0.7% | +0% | 62.7 |
| 29 | — | iShares Russell 1000 Growth ETF | $1.9M | 0.7% | +300% | — |
| 30 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.7% | -19% | — |
| 31 |  $LLY | ELI LILLY & Co | $1.8M | 0.7% | -5% | 89.3 |
| 32 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.7% | -5% | 68.4 |
| 33 |  $MRK | Merck & Co., Inc. | $1.6M | 0.6% | +0% | 70.9 |
| 34 | — | Vanguard S&P 500 ETF | $1.5M | 0.6% | -36% | — |
| 35 |  $WMT | Walmart Inc. | $1.5M | 0.6% | +0% | 63.2 |
| 36 |  $BG | Bunge Global SA | $1.5M | 0.6% | +0% | 55.9 |
| 37 | — | Schwab US Dividend Equity ETF | $1.4M | 0.6% | +0% | — |
| 38 |  $GOOGL | Alphabet Inc. | $1.4M | 0.6% | +0% | 80.2 |
| 39 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $1.3M | 0.5% | NEW | — |
| 40 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.5% | +0% | 65 |
| 41 |  $PFE | PFIZER INC | $1.3M | 0.5% | +0% | 69 |
| 42 | — | Neos S And P 500 High Income ETF | $1.2M | 0.5% | +0% | — |
| 43 | — | iShares Russell Mid Cap ETF | $1.2M | 0.5% | +0% | — |
| 44 | — | Global X Nasdaq 100 Covered Call ETF | $1.1M | 0.4% | +0% | — |
| 45 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.4% | +0% | — |
| 46 |  $CVX | CHEVRON CORP | $1.1M | 0.4% | +231% | 54.7 |
| 47 |  $NKE | NIKE, Inc. | $1.1M | 0.4% | -23% | 53.4 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.4% | +0% | 67 |
| 49 | — | iShares Select Dividend ETF | $987,652 | 0.4% | +0% | — |
| 50 |  $XOM | EXXON MOBIL CORP | $985,205 | 0.4% | +30% | 61.8 |
| 51 |  $NFLX | NETFLIX INC | $910,624 | 0.4% | +13% | 86.7 |
| 52 | — | JPMorgan Equity Premium Income ETF | $908,863 | 0.4% | +0% | — |
| 53 |  $RSG | REPUBLIC SERVICES, INC. | $901,240 | 0.4% | +0% | 72 |
| 54 |  $CCI | CROWN CASTLE INC. | $896,200 | 0.3% | -38% | 52.9 |
| 55 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $893,388 | 0.3% | +150% | — |
| 56 | — | Vanguard Total Interntl Stock ETF IV | $839,314 | 0.3% | +0% | — |
| 57 |  $MCD | MCDONALDS CORP | $827,100 | 0.3% | +50% | 73.9 |
| 58 |  $MU | MICRON TECHNOLOGY INC | $803,630 | 0.3% | NEW | 88.4 |
| 59 |  $CAT | CATERPILLAR INC | $729,058 | 0.3% | +0% | 67.8 |
| 60 |  $PSX | Phillips 66 | $721,644 | 0.3% | +87% | 47.6 |
| 61 |  $DIS | Walt Disney Co | $673,248 | 0.3% | +0% | 68.9 |
| 62 | — | iShares TR US Home (cons Etf) | $667,275 | 0.3% | +0% | — |
| 63 | — | iShares Russell (2000 Growth Etf) | $621,498 | 0.3% | +0% | — |
| 64 |  $JPM | JPMORGAN CHASE & CO | $541,651 | 0.2% | +0% | 35.6 |
| 65 |  $AMGN | AMGEN INC | $504,675 | 0.2% | +0% | 79.5 |
| 66 |  $PH | Parker-Hannifin Corp | $498,539 | 0.2% | +0% | 73.8 |
| 67 |  $MDT | Medtronic plc | $457,260 | 0.2% | +0% | — |
| 68 | — | Schwab 5-10 Year Corporate Bond ETF | $452,400 | 0.2% | NEW | — |
| 69 |  $CRSP | CRISPR Therapeutics AG | $448,375 | 0.2% | +0% | 4.5 |
| 70 |  $LRCX | LAM RESEARCH CORP | $443,160 | 0.2% | +0% | 82.4 |
| 71 | — | Vanguard Dividend Appreciation ETF | $416,426 | 0.2% | +0% | — |
| 72 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $404,142 | 0.2% | +3% | — |
| 73 | — | Goldman Sachs S P 500 Cre PRM ETF IV | $325,014 | 0.1% | +0% | — |
| 74 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $311,897 | 0.1% | NEW | — |
| 75 |  $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | $302,459 | 0.1% | NEW | — |
| 76 |  $RKT | Rocket Companies, Inc. | $276,800 | 0.1% | NEW | — |
| 77 |  $LNG | Cheniere Energy, Inc. | $251,349 | 0.1% | +75% | 48.4 |
| 78 | — | iShares MSCI Emerging Markets ETF | $248,677 | 0.1% | -2% | — |
| 79 | — | DBX ETF TR Xtrackers (S&P) | $225,999 | 0.1% | +91% | — |
| 80 | — | Global X Cybersecurity ETF | $152,500 | 0.1% | +0% | — |
| 81 | — | Vanguard Real Estate ETF | $131,753 | 0.1% | +0% | — |
| 82 | — | iShares iBonds Dec 2032 Term Corporate ETF | $128,418 | 0.1% | +0% | — |
| 83 |  $UNP | UNION PACIFIC CORP | $126,767 | 0.1% | +0% | 74 |
| 84 |  $PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | $125,600 | 0.1% | NEW | — |
| 85 |  $HAL | HALLIBURTON CO | $123,060 | 0.1% | NEW | 50.9 |
| 86 | — | iShares iBonds Dec 2033 Term Corporate ETF | $118,450 | 0.1% | +0% | — |
| 87 |  $CCJ | CAMECO CORP | $115,390 | 0.1% | NEW | — |
| 88 |  $TOST | Toast, Inc. | $111,650 | 0.0% | +0% | 69.5 |
| 89 |  $COP | CONOCOPHILLIPS | $105,660 | 0.0% | NEW | 74.8 |
| 90 |  $PLTR | Palantir Technologies Inc. | $104,040 | 0.0% | -20% | 85.8 |
New Positions (11)
$JPC Nuveen Preferred & Income Opportunities Fund$1.3M$MU MICRON TECHNOLOGY INC$803,630$NFJ Virtus Dividend, Interest & Premium Strategy Fund$311,897$AFB ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND$302,459$RKT Rocket Companies, Inc.$276,800$PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST$125,600$HAL HALLIBURTON CO$123,060$CCJ CAMECO CORP$115,390$COP CONOCOPHILLIPS$105,660
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Jupiter Wealth Management LLC including:
Track Jupiter Wealth Management LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Jupiter Wealth Management LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Jupiter Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Jupiter Wealth Management LLC (SEC CIK: 1774207), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Jupiter Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.