Jupiter Wealth Management LLC
Sector Allocation
- Technology42.6%$106.6M
- Other19.0%$47.5M
- Financials18.0%$44.9M
- Consumer Discretionary6.0%$15.0M
- Healthcare4.8%$11.9M
- Industrials3.1%$7.7M
- Consumer Staples2.0%$5.1M
- Energy1.9%$4.8M
- Real Estate1.7%$4.3M
- Communication Services0.4%$1.1M
AUM History
13fpro.ai/research/fund/jupiter-wealth-management-llc-1774207
Conviction and streaks
Diversifying · top 10 = 54.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$33.7MAAPL
$15.3MNVDA
$14.2MMSFT
$13.2MMS
$12.3MAVGO
$11.3MSPY
$11.1MAMZN
$8.4MBRK.A
$8.2MTSM
$7.4MMA
$5.3MJNJ
$5.3M- Energy$5.1M
HD
$4.7M- JPMorgan$4.6M
CCK
$4.4MBRK.B
$4.3MMETA
$4.1MC
$3.4MASML
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jupiter-wealth-management-llc-1774207
Jupiter Wealth Management LLC 13F holdings — Q2 2026
$250.0M portfolio (-1.2% QoQ) · 93 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
$33.7M
13.5% of stocks
-0.9%This quarter-8.4%Since filed10+ qtrsHeld$15.3M
6.1% of stocks
+0.6%This quarter+12.8%Since filed10+ qtrsHeld$14.2M
5.7% of stocks
+0.8%This quarter-0.7%Since filed10+ qtrsHeld$13.2M
5.3% of stocks
-0.1%This quarter+5.7%Since filed10+ qtrsHeld$12.3M
4.9% of stocks
+3%This quarter-14.7%Since filed10+ qtrsHeld$11.3M
4.5% of stocks
-1%This quarter-20.9%Since filed10+ qtrsHeld$11.1M
4.4% of stocks
+1%This quarter-0.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$8.4M
3.4% of stocks
-3%This quarter-8.5%Since filed10+ qtrsHeld$8.2M
3.3% of stocks
No changeThis quarter—Since filed6 qtrsHeld$7.4M
3.0% of stocks
+6%This quarter+0.6%Since filed10+ qtrsHeld
All holdings — Jupiter Wealth Management LLC (Q2 2026)
93 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Mastercard Inc | Financials | $5.3M | 2.1% | 10K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $5.3M | 2.1% | 21K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | Energy Select Sector SPDR ETF IV - -etf/fund | — | $5.1M | 2.1% | 97K | -7% | — | — | 13F |
| 14 | HOME DEPOT, INC. | Consumer Discretionary | $4.7M | 1.9% | 13K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | JPMorgan Ultra SHRT Muncipl Incm ETF - -etf/fund | — | $4.6M | 1.8% | 90K | — | — | — | 13F |
| 16 | CROWN HOLDINGS, INC. | Industrials | $4.4M | 1.7% | 39K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $4.3M | 1.7% | 8,505 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $4.1M | 1.6% | 7,295 | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CITIGROUP INC | Financials | $3.4M | 1.4% | 24K | +10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ASML HOLDING NV | Technology | $3.2M | 1.3% | 1,595 | +10% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMERICAN TOWER CORP /MA/ | Real Estate | $3.1M | 1.3% | 19K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $3.0M | 1.2% | 3,000 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | iShares US Aerospace Defense ETF - -etf/fund | — | $3.0M | 1.2% | 12K | — | — | — | 13F |
| 24 | Invesco Ltd.etf/fund | Financials | $2.9M | 1.2% | 17K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | Nuveen Amt Free QLTY - COM | — | $2.8M | 1.1% | 240K | — | — | — | 13F |
| 26 | $MPC | Marathon Petroleum Corp | Energy | $2.6M | 1.0% | 10K | — | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 1.0% | 2,084 | +20% | |||
| 28 | — | ProShares Trust S&P (500 Divid Aristocrats Etf) - - | — | $2.2M | 0.9% | 39K | +100% | |||
| 29 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.1M | 0.8% | 37K | +6% | |||
| 30 | — | iShares Russell 1000 Growth ETF - - | — | $1.9M | 0.7% | 15K | — | |||
| 31 | $MRK | Merck & Co., Inc. | Healthcare | $1.8M | 0.7% | 14K | — | |||
| 32 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.7% | 13K | — | |||
| 33 | — | Vanguard S&P 500 ETF - - | — | $1.5M | 0.6% | 2,241 | — | |||
| 34 | — | Schwab US Dividend Equity ETF - - | — | $1.4M | 0.6% | 45K | — | |||
| 35 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $1.3M | 0.5% | 169K | — | |||
| 36 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.5% | 1,150 | +15% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.5% | 12K | — | |||
| 38 | $BG | Bunge Global SA | Consumer Staples | $1.3M | 0.5% | 12K | — | |||
| 39 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.3M | 0.5% | 2,500 | — | |||
| 40 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.5% | 15K | — | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,500 | — | |||
| 42 | — | iShares Russell Mid Cap ETF - - | — | $1.2M | 0.5% | 11K | — | |||
| 43 | — | Neos S And P 500 High Income ETF - - | — | $1.2M | 0.5% | 22K | -4% | |||
| 44 | — | Roundhill Memory ETF - - | — | $1.1M | 0.5% | 16K | New | |||
| 45 | — | Global X Nasdaq 100 Covered Call ETF - - | — | $1.1M | 0.5% | 62K | — | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.4% | 1,450 | +16% | |||
| 47 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.0M | 0.4% | 25K | — | |||
| 48 | $GLD | SPDR GOLD TRUST | Financials | $974K | 0.4% | 2,645 | -36% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $946K | 0.4% | 3,500 | +17% | |||
| 50 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $943K | 0.4% | 4,425 | — | |||
| 51 | $PFE | PFIZER INC | Healthcare | $936K | 0.4% | 39K | -22% | |||
| 52 | — | iShares Select Dividend ETF - - | — | $922K | 0.4% | 5,900 | -9% | |||
| 53 | — | JPMorgan Equity Premium Income ETF - - | — | $918K | 0.4% | 16K | — | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $889K | 0.4% | 6,500 | — | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $860K | 0.3% | 808 | — | |||
| 56 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $822K | 0.3% | 879 | -11% | |||
| 57 | — | iShares TR US Home (cons Etf) - - | — | $784K | 0.3% | 7,500 | — | |||
| 58 | $CCI | CROWN CASTLE INC. | Real Estate | $757K | 0.3% | 10K | — | |||
| 59 | $PSX | Phillips 66 | Energy | $710K | 0.3% | 4,200 | — | |||
| 60 | — | iShares Russell (2000 Growth Etf) - - | — | $663K | 0.3% | 1,683 | — | |||
| 61 | $NFLX | NETFLIX INC | Communication Services | $657K | 0.3% | 9,200 | -12% | |||
| 62 | $LRCX | LAM RESEARCH CORP | Technology | $650K | 0.3% | 1,500 | — | |||
| 63 | $APH | AMPHENOL CORP /DE/ | Technology | $617K | 0.3% | 3,500 | New | |||
| 64 | $JPM | JPMORGAN CHASE & CO | Financials | $591K | 0.2% | 1,804 | — | |||
| 65 | — | Vanguard Total Interntl Stock ETF IV - - | — | $587K | 0.2% | 6,865 | -30% | |||
| 66 | $PH | Parker-Hannifin Corp | Industrials | $553K | 0.2% | 565 | — | |||
| 67 | $AMGN | AMGEN INC | Healthcare | $543K | 0.2% | 1,500 | — | |||
| 68 | $MDT | Medtronic plc | Healthcare | $469K | 0.2% | 6,000 | — | |||
| 69 | $CRSP | CRISPR Therapeutics AG | Healthcare | $464K | 0.2% | 8,500 | — | |||
| 70 | — | Schwab 5-10 Year Corporate Bond ETF - - | — | $453K | 0.2% | 20K | — | |||
| 71 | — | Vanguard Dividend Appreciation ETF - - | — | $431K | 0.2% | 1,821 | — | |||
| 72 | $DIS | Walt Disney Co | Communication Services | $421K | 0.2% | 4,373 | -32% | |||
| 73 | $GEV | GE Vernova Inc. | Industrials | $411K | 0.2% | 350 | New | |||
| 74 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $408K | 0.2% | 18K | — | |||
| 75 | — | iShares Core S&P (500 Etf) - - | — | $374K | 0.1% | 500 | New | |||
| 76 | — | Goldman Sachs S P 500 Cre PRM ETF IV - - | — | $327K | 0.1% | 5,889 | — | |||
| 77 | $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | Financials | $325K | 0.1% | 21K | — | |||
| 78 | $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | Other | $310K | 0.1% | 27K | — | |||
| 79 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $281K | 0.1% | 1,000 | New | |||
| 80 | — | iShares MSCI Emerging Markets ETF - - | — | $253K | 0.1% | 3,700 | — | |||
| 81 | $CVX | CHEVRON CORP | Energy | $249K | 0.1% | 1,500 | -74% | |||
| 82 | $HAL | HALLIBURTON CO | Energy | $238K | 0.1% | 7,000 | +133% | |||
| 83 | — | DBX ETF TR Xtrackers (S&P) - - | — | $229K | 0.1% | 3,324 | — | |||
| 84 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $201K | 0.1% | 1,000 | New | |||
| 85 | $TOST | Toast, Inc. | Technology | $195K | 0.1% | 7,000 | +40% | |||
| 86 | — | Global X Cybersecurity ETF - - | — | $191K | 0.1% | 5,000 | — | |||
| 87 | $LNG | Cheniere Energy, Inc. | Energy | $143K | 0.1% | 600 | -43% | |||
| 88 | $PMM | FRANKLIN MANAGED MUNICIPAL INCOME TRUST | Other | $131K | 0.1% | 20K | — | |||
| 89 | $UNP | UNION PACIFIC CORP | Industrials | $130K | 0.1% | 479 | — | |||
| 90 | — | iShares iBonds Dec 2032 Term Corporate ETF - - | — | $128K | 0.1% | 5,100 | — | |||
| 91 | — | iShares iBonds Dec 2033 Term Corporate ETF - - | — | $118K | 0.1% | 4,600 | — | |||
| 92 | $CASS | CASS INFORMATION SYSTEMS INC | Industrials | $103K | 0.0% | 2,000 | New | |||
| 93 | $CCJ | CAMECO CORP | Materials | $102K | 0.0% | 1,000 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 17 added to, 17 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- Roundhill Memory ETF - -$1.1M
first bought this quarter
$APHAMPHENOL CORP /DE/$617K
first bought this quarter
$GEVGE Vernova Inc.$411K
first bought this quarter
- iShares Core S&P (500 Etf) - -$374K
first bought this quarter
$IBMINTERNATIONAL BUSINESS MACHINES CORP$281K
first bought this quarter
$COFCAPITAL ONE FINANCIAL CORP$201K
first bought this quarter
+1 more in the Excel export
Added to (17)
- ProShares Trust S&P (500 Divid Aristocrats Etf) - -+100%
now $2.2M
now $7.4M · held 10+ qtrs
$LLYELI LILLY & Co+20%
now $2.5M · held 10+ qtrs
now $12.3M · held 10+ qtrs, 3 adds in a row
now $3.4M · held 10+ qtrs
now $3.2M · held 5 qtrs, 2 adds in a row
+11 more in the Excel export
Trimmed (17)
$CVXCHEVRON CORP-74%
now $249K · held 3 qtrs
$GLDSPDR GOLD TRUST-36%
now $974K · held 5 qtrs, 2 trims in a row
- Energy Select Sector SPDR ETF IV - --7%
now $5.1M
now $33.7M · held 10+ qtrs
$PFEPFIZER INC-22%
now $936K · held 10+ qtrs
- Vanguard Total Interntl Stock ETF IV - --30%
now $587K
+11 more in the Excel export
Holdings by quarter
Every 13F Jupiter Wealth Management LLC has filed, 29 earlier quarters. Pick one to see what it held then.
Is it too late to follow Jupiter Wealth Management?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Jupiter Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Jupiter Wealth Management LLC disclosed 93 positions worth $250.0M in its Form 13F-HR for Q2 2026, led by $GOOGL (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 (42.6% of disclosed assets). All figures are sourced directly from Jupiter Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1774207.
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AI-Powered Hedge Fund Analysis: Jupiter Wealth Management LLC
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Every holding in Jupiter Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (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.