Jupiter Wealth Management LLC
13F Reported Value
ⓘ$250.0M
Holdings
93
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Jupiter Wealth Management LLC disclosed 93 positions worth $250.0M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 13.5% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 7 new positions and exited 4 and a full exit from $RKT. The portfolio is most concentrated in Technology (41.1% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$33.7M94,305 sh - 76.4#84
Quality
$15.3M52,882 sh - 85.9#5
Quality
$14.2M70,880 sh - 79.8
Quality
$13.2M35,258 sh - 75.8
Quality
$12.3M58,807 sh - 84.5
Quality
$11.3M29,849 sh - —
Quality
$11.1M14,852 sh - 68.7
Quality
$8.4M35,231 sh - 73.8
Quality
$8.2M11 sh - $7.4M15,422 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $33.7M | 94,305 |
 Apple Inc.$AAPL | 76.4#84 | $15.3M | 52,882 |
 NVIDIA CORP$NVDA | 85.9#5 | $14.2M | 70,880 |
 MICROSOFT CORP$MSFT | 79.8 | $13.2M | 35,258 |
 MORGAN STANLEY$MS | 75.8 | $12.3M | 58,807 |
 Broadcom Inc.$AVGO | 84.5 | $11.3M | 29,849 |
 SPDR S&P 500 ETF TRUST$SPY | — | $11.1M | 14,852 |
 AMAZON COM INC$AMZN | 68.7 | $8.4M | 35,231 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $8.2M | 11 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $7.4M | 15,422 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Jupiter Wealth Management LLC's 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Technology
$102.9M
Other
$47.5M
Financials
$44.9M
Consumer Discretionary
$17.2M
Healthcare
$11.9M
Industrials
$11.4M
Energy
$4.8M
Real Estate
$4.3M
Full Holdings — Jupiter Wealth Management LLC (Q2 2026)
All 93 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. | $33.7M | 13.5% | -1% | 78.2 |
| 2 | $AAPL | Apple Inc. | $15.3M | 6.1% | +1% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $14.2M | 5.7% | +1% | 85.9 |
| 4 | $MSFT | MICROSOFT CORP | $13.2M | 5.3% | -0% | 79.8 |
| 5 | $MS | MORGAN STANLEY | $12.3M | 4.9% | +3% | 75.8 |
| 6 | $AVGO | Broadcom Inc. | $11.3M | 4.5% | -1% | 84.5 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $11.1M | 4.4% | +1% | — |
| 8 | $AMZN | AMAZON COM INC | $8.4M | 3.4% | -3% | 68.7 |
| 9 | $BRK.A | BERKSHIRE HATHAWAY INC | $8.2M | 3.3% | +0% | 73.8 |
| 10 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.4M | 3.0% | +6% | — |
| 11 |  $MA | Mastercard Inc | $5.3M | 2.1% | +4% | 85.1 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $5.3M | 2.1% | +0% | 69 |
| 13 | — | Energy Select Sector SPDR ETF IV - - | $5.1M | 2.1% | -7% | — |
| 14 |  $HD | HOME DEPOT, INC. | $4.7M | 1.9% | +2% | 60.3 |
| 15 | — | JPMorgan Ultra SHRT Muncipl Incm ETF - - | $4.6M | 1.8% | +0% | — |
| 16 |  $CCK | CROWN HOLDINGS, INC. | $4.4M | 1.7% | +0% | 62.1 |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.3M | 1.7% | +0% | 73.8 |
| 18 |  $META | Meta Platforms, Inc. | $4.1M | 1.6% | -2% | 79.6 |
| 19 |  $C | CITIGROUP INC | $3.4M | 1.4% | +10% | 65 |
| 20 |  $ASML | ASML HOLDING NV | $3.2M | 1.3% | +10% | — |
| 21 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.1M | 1.3% | -3% | 66.3 |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $3.0M | 1.2% | +0% | 73.5 |
| 23 | — | iShares US Aerospace Defense ETF - - | $3.0M | 1.2% | +0% | — |
| 24 |  $IVZ | Invesco Ltd. | $2.9M | 1.2% | +0% | — |
| 25 | — | Nuveen Amt Free QLTY - COM | $2.8M | 1.1% | +0% | — |
| 26 |  $MPC | Marathon Petroleum Corp | $2.6M | 1.0% | +0% | 61 |
| 27 |  $LLY | ELI LILLY & Co | $2.5M | 1.0% | +20% | 87.5 |
| 28 | — | ProShares Trust S&P (500 Divid Aristocrats Etf) - - | $2.2M | 0.9% | +100% | — |
| 29 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.8% | +6% | 67.6 |
| 30 | — | iShares Russell 1000 Growth ETF - - | $1.9M | 0.7% | +0% | — |
| 31 |  $MRK | Merck & Co., Inc. | $1.8M | 0.7% | +0% | 59.9 |
| 32 |  $PEP | PEPSICO INC | $1.7M | 0.7% | +0% | 63.4 |
| 33 | — | Vanguard S&P 500 ETF - - | $1.5M | 0.6% | +0% | — |
| 34 | — | Schwab US Dividend Equity ETF - - | $1.4M | 0.6% | +0% | — |
| 35 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $1.3M | 0.5% | +0% | — |
| 36 |  $MU | MICRON TECHNOLOGY INC | $1.3M | 0.5% | +15% | 86.2 |
| 37 |  $WMT | Walmart Inc. | $1.3M | 0.5% | +0% | 60.2 |
| 38 |  $BG | Bunge Global SA | $1.3M | 0.5% | +0% | 54.5 |
| 39 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.5% | +0% | 65.6 |
| 40 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.5% | +0% | 61.8 |
| 41 |  $GOOGL | Alphabet Inc. | $1.2M | 0.5% | +0% | 78.2 |
| 42 | — | iShares Russell Mid Cap ETF - - | $1.2M | 0.5% | +0% | — |
| 43 | — | Neos S And P 500 High Income ETF - - | $1.2M | 0.5% | -4% | — |
| 44 | — | Roundhill Memory ETF - - | $1.1M | 0.5% | NEW | — |
| 45 | — | Global X Nasdaq 100 Covered Call ETF - - | $1.1M | 0.5% | +0% | — |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.4% | +16% | — |
| 47 |  $NKE | NIKE, Inc. | $1.0M | 0.4% | +0% | 49.3 |
| 48 |  $GLD | SPDR GOLD TRUST | $974,365 | 0.4% | -36% | — |
| 49 |  $MCD | MCDONALDS CORP | $946,085 | 0.4% | +17% | 69 |
| 50 |  $RSG | REPUBLIC SERVICES, INC. | $942,879 | 0.4% | +0% | 62.3 |
| 51 |  $PFE | PFIZER INC | $935,508 | 0.4% | -22% | 62 |
| 52 | — | iShares Select Dividend ETF - - | $922,170 | 0.4% | -9% | — |
| 53 | — | JPMorgan Equity Premium Income ETF - - | $917,800 | 0.4% | +0% | — |
| 54 |  $XOM.R34088 | EXXON MOBIL CORP | $888,680 | 0.4% | +0% | 57.9 |
| 55 |  $CAT | CATERPILLAR INC | $860,439 | 0.3% | +0% | 66.5 |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $822,278 | 0.3% | -11% | 66.2 |
| 57 | — | iShares TR US Home (cons Etf) - - | $783,600 | 0.3% | +0% | — |
| 58 |  $CCI | CROWN CASTLE INC. | $757,300 | 0.3% | +0% | 61.7 |
| 59 |  $PSX | Phillips 66 | $710,010 | 0.3% | +0% | 57.8 |
| 60 | — | iShares Russell (2000 Growth Etf) - - | $663,035 | 0.3% | +0% | — |
| 61 |  $NFLX | NETFLIX INC | $656,880 | 0.3% | -12% | 78.8 |
| 62 |  $LRCX | LAM RESEARCH CORP | $649,995 | 0.3% | +0% | 79.4 |
| 63 |  $APH | AMPHENOL CORP /DE/ | $617,120 | 0.3% | NEW | 79.3 |
| 64 |  $JPM | JPMORGAN CHASE & CO | $590,503 | 0.2% | +0% | 70.7 |
| 65 | — | Vanguard Total Interntl Stock ETF IV - - | $586,889 | 0.2% | -30% | — |
| 66 |  $PH | Parker-Hannifin Corp | $552,638 | 0.2% | +0% | 65.8 |
| 67 |  $AMGN | AMGEN INC | $543,180 | 0.2% | +0% | 79.2 |
| 68 |  $MDT | Medtronic plc | $469,380 | 0.2% | +0% | 68.7 |
| 69 |  $CRSP | CRISPR Therapeutics AG | $463,590 | 0.2% | +0% | 9.7 |
| 70 | — | Schwab 5-10 Year Corporate Bond ETF - - | $452,800 | 0.2% | +0% | — |
| 71 | — | Vanguard Dividend Appreciation ETF - - | $430,885 | 0.2% | +0% | — |
| 72 |  $DIS | Walt Disney Co | $420,901 | 0.2% | -32% | 60.1 |
| 73 |  $GEV | GE Vernova Inc. | $411,201 | 0.2% | NEW | 81.1 |
| 74 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $407,789 | 0.2% | +0% | — |
| 75 | — | iShares Core S&P (500 Etf) - - | $374,445 | 0.1% | NEW | — |
| 76 | — | Goldman Sachs S P 500 Cre PRM ETF IV - - | $327,252 | 0.1% | +0% | — |
| 77 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $325,393 | 0.1% | +0% | — |
| 78 |  $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | $310,068 | 0.1% | +0% | — |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $281,210 | 0.1% | NEW | 70 |
| 80 | — | iShares MSCI Emerging Markets ETF - - | $253,117 | 0.1% | +0% | — |
| 81 |  $CVX | CHEVRON CORP | $248,640 | 0.1% | -74% | 62.8 |
| 82 |  $HAL | HALLIBURTON CO | $237,650 | 0.1% | +133% | 53.2 |
| 83 | — | DBX ETF TR Xtrackers (S&P) - - | $228,891 | 0.1% | +0% | — |
| 84 |  $COF | CAPITAL ONE FINANCIAL CORP | $200,620 | 0.1% | NEW | 62.4 |
| 85 |  $TOST | Toast, Inc. | $194,740 | 0.1% | +40% | 69.5 |
| 86 | — | Global X Cybersecurity ETF - - | $190,950 | 0.1% | +0% | — |
| 87 |  $LNG | Cheniere Energy, Inc. | $143,406 | 0.1% | -43% | 66.5 |
| 88 |  $PMM | FRANKLIN MANAGED MUNICIPAL INCOME TRUST | $130,800 | 0.1% | +0% | — |
| 89 |  $UNP | UNION PACIFIC CORP | $130,288 | 0.1% | +0% | 69.7 |
| 90 | — | iShares iBonds Dec 2032 Term Corporate ETF - - | $128,469 | 0.1% | +0% | — |
| 91 | — | iShares iBonds Dec 2033 Term Corporate ETF - - | $118,427 | 0.1% | +0% | — |
| 92 |  $CASS | CASS INFORMATION SYSTEMS INC | $102,640 | 0.0% | NEW | 50.2 |
| 93 |  $CCJ | CAMECO CORP | $101,860 | 0.0% | +0% | — |
New Positions (7)
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.