Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, NVDA, SPY, and represent 35.32% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLE, MSFT, GLD, AVGO, AMZN, SCHD, NFLX, AAPL, AMGN, JMST.
- Started 5 new stock positions in V, PLTR, AMGN, CVX, TOST.
- Reduced shares in these 10 stocks: GOOGL, PHM, , LEN, ASML, ETH, ITB, , CVS, BILL.
- Sold out of its positions in BILL, CVS, CMG, CROX, DHI, ETH, INSM, IBTF, IBIT, KBH. LEN, PHM, HOOD, XLF.
- Jupiter Wealth Management was a net buyer of stock by $6.2M.
- Jupiter Wealth Management has $225M in assets under management (AUM), dropping by 6.11%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 12.9 | $29M | -4% | 94k | 309.00 |
|
| Microsoft Corporation (MSFT) | 6.7 | $15M | +15% | 37k | 401.84 |
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| Apple (AAPL) | 5.8 | $13M | +4% | 50k | 261.73 |
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| NVIDIA Corporation (NVDA) | 5.7 | $13M | 68k | 186.94 |
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| Spdr S&p500 Etf - (SPY) | 4.3 | $9.7M | +4% | 14k | 681.28 |
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| Morgan Stanley (MS) | 4.2 | $9.4M | +4% | 56k | 168.06 |
|
| Broadcom (AVGO) | 4.1 | $9.2M | +15% | 28k | 331.17 |
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| Berkshire Hathaway Cl A (BRK.A) | 3.7 | $8.2M | 11.00 | 749540.00 |
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| Amazon (AMZN) | 2.9 | $6.4M | +19% | 32k | 199.60 |
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| Mastercard Inc CL A Cl A (MA) | 2.6 | $5.8M | +8% | 11k | 527.46 |
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| Taiwan Semiconductor Mfg (TSM) | 2.4 | $5.3M | +9% | 15k | 368.10 |
|
| Energy Select Sector SPDR ETF IV - (XLE) | 2.3 | $5.2M | +80% | 97k | 53.98 |
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| Johnson & Johnson (JNJ) | 2.3 | $5.1M | +4% | 21k | 244.55 |
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| Home Depot (HD) | 2.3 | $5.1M | +3% | 13k | 390.22 |
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| Facebook Inc-Class A Cl A (META) | 2.2 | $5.0M | +4% | 7.7k | 649.81 |
|
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.0 | $4.6M | +12% | 90k | 51.09 |
|
| Crown Holdings (CCK) | 1.9 | $4.3M | 39k | 110.39 |
|
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| Berkshire Hathaway Cl B New (BRK.B) | 1.9 | $4.2M | +8% | 8.4k | 500.01 |
|
| American Tower Reit (AMT) | 1.7 | $3.7M | 20k | 188.19 |
|
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| iShares US Aerospace Defense ETF - (ITA) | 1.3 | $2.8M | 12k | 232.53 |
|
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| Goldman Sachs (GS) | 1.2 | $2.7M | 3.0k | 904.55 |
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| Citigroup (C) | 1.1 | $2.4M | 22k | 111.15 |
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| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.1 | $2.4M | 17k | 144.96 |
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| SPDR Gold Trust - (GLD) | 1.0 | $2.3M | +308% | 5.1k | 451.39 |
|
| ProShares Trust S&P - (NOBL) | 1.0 | $2.2M | 20k | 113.28 |
|
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| Vanguard S&P 500 ETF - (VOO) | 1.0 | $2.2M | +14% | 3.5k | 626.49 |
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| Pepsi (PEP) | 0.9 | $2.1M | 13k | 167.20 |
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| Nike Inc Class B CL B (NKE) | 0.9 | $2.0M | -8% | 33k | 61.10 |
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| Marathon Petroleum Corp (MPC) | 0.9 | $2.0M | 10k | 198.02 |
|
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| Bank of America Corporation (BAC) | 0.9 | $1.9M | 37k | 52.52 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.9M | +12% | 1.8k | 1038.27 |
|
| Asml Holding NV - (ASML) | 0.8 | $1.7M | -29% | 1.2k | 1406.87 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.7M | 3.7k | 448.96 |
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| Merck & Co (MRK) | 0.7 | $1.6M | 14k | 119.24 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.6M | 2.5k | 637.43 |
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| Wal-Mart Stores (WMT) | 0.7 | $1.6M | 12k | 133.64 |
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| Bunge Global SA F - (BG) | 0.7 | $1.5M | 12k | 121.74 |
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| Schwab US Dividend Equity ETF - (SCHD) | 0.6 | $1.4M | +200% | 45k | 31.34 |
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| Crown Castle Intl (CCI) | 0.6 | $1.4M | 16k | 87.81 |
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| Pfizer (PFE) | 0.6 | $1.4M | +53% | 50k | 27.47 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.3M | 15k | 86.29 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $1.2M | +26% | 23k | 52.16 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.1M | 11k | 100.56 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 17.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.1M | 3.5k | 309.37 |
|
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| iShares Select Dividend ETF - (DVY) | 0.5 | $1.0M | 6.5k | 156.34 |
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| Costco Wholesale - (COST) | 0.4 | $983k | +34% | 984.00 | 998.86 |
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| Republic Services - (RSG) | 0.4 | $977k | +20% | 4.4k | 220.87 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $959k | 16k | 59.01 |
|
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| iShares TR US Home - (ITB) | 0.4 | $843k | -40% | 7.5k | 112.40 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.4 | $810k | 9.9k | 82.13 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $750k | 5.0k | 149.93 |
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| Netflix (NFLX) | 0.3 | $698k | +700% | 9.2k | 75.86 |
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| McDonald's Corporation (MCD) | 0.3 | $664k | 2.0k | 332.08 |
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| Walt Disney Company (DIS) | 0.3 | $657k | -31% | 6.4k | 102.38 |
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| Caterpillar (CAT) | 0.3 | $613k | 808.00 | 758.29 |
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| Medtronic (MDT) | 0.3 | $605k | 6.0k | 100.88 |
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| iShares Russell - (IWO) | 0.2 | $557k | 1.7k | 331.12 |
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| Parker-Hannifin Corp - (PH) | 0.2 | $555k | +182% | 565.00 | 982.21 |
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| Amgen - (AMGN) | 0.2 | $549k | NEW | 1.5k | 366.20 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $546k | 1.8k | 302.64 |
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| Crispr Therapeutics (CRSP) | 0.2 | $416k | 8.5k | 48.93 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $413k | 1.8k | 226.52 |
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| Annaly Capital MGMT REIT - (NLY) | 0.2 | $406k | +6% | 18k | 22.93 |
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| Phillips 66 (PSX) | 0.2 | $352k | +45% | 2.3k | 156.26 |
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| Lam Research Corp - (LRCX) | 0.2 | $347k | 1.5k | 231.29 |
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| Chevron Corporation (CVX) | 0.1 | $319k | NEW | 1.8k | 182.40 |
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| Capital One FC - (COF) | 0.1 | $310k | +50% | 1.5k | 206.89 |
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| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $308k | 5.9k | 52.23 |
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| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.1 | $300k | 500.00 | 600.64 |
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| Zscaler - (ZS) | 0.1 | $299k | 1.8k | 170.90 |
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| Palo Alto Networks - (PANW) | 0.1 | $244k | +20% | 1.5k | 162.81 |
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| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $230k | 3.8k | 60.86 |
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| Visa Inc Com CL A - (V) | 0.1 | $162k | NEW | 500.00 | 324.18 |
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| Global X Cybersecurity ETF - (BUG) | 0.1 | $136k | 5.0k | 27.13 |
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| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $131k | 5.1k | 25.66 |
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| Toast Inc Class Class A - (TOST) | 0.1 | $131k | NEW | 5.0k | 26.14 |
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| Cheniere Energy - (LNG) | 0.1 | $131k | 600.00 | 217.69 |
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| Palantir Technologies In Class A - (PLTR) | 0.1 | $129k | NEW | 1.0k | 129.13 |
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| Vanguard Real Estate ETF - (VNQ) | 0.1 | $128k | -52% | 1.4k | 93.25 |
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| Union Pacific Corporation (UNP) | 0.1 | $125k | 479.00 | 261.77 |
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| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.1 | $121k | 4.6k | 26.28 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.0 | $109k | -52% | 1.7k | 62.76 |
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| Crowdstrike HLDGS - (CRWD) | 0.0 | $103k | 250.00 | 411.54 |
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Past Filings by Jupiter Wealth Management
SEC 13F filings are viewable for Jupiter Wealth Management going back to 2019
- Jupiter Wealth Management 2025 Q4 filed Feb. 13, 2026
- Jupiter Wealth Management 2025 Q3 filed Nov. 14, 2025
- Jupiter Wealth Management 2025 Q2 filed Aug. 14, 2025
- Jupiter Wealth Management 2025 Q1 filed May 20, 2025
- Jupiter Wealth Management 2024 Q4 filed Feb. 20, 2025
- Jupiter Wealth Management 2024 Q3 filed Nov. 4, 2024
- Jupiter Wealth Management 2024 Q2 filed Aug. 12, 2024
- Jupiter Wealth Management 2024 Q1 filed May 9, 2024
- Jupiter Wealth Management 2023 Q4 filed Feb. 7, 2024
- Jupiter Wealth Management 2023 Q3 filed Nov. 13, 2023
- Jupiter Wealth Management 2023 Q2 filed Aug. 15, 2023
- Jupiter Wealth Management 2023 Q1 filed April 13, 2023
- Jupiter Wealth Management 2022 Q4 filed Feb. 14, 2023
- Jupiter Wealth Management 2022 Q3 filed Nov. 14, 2022
- Jupiter Wealth Management 2022 Q2 filed Aug. 15, 2022
- Jupiter Wealth Management 2022 Q1 filed May 10, 2022