Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AAPL, MSFT, AVGO, and represent 38.26% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NEA, IWF, JPC, AMZN, AVGO, AAPL, MU, CVX, GOOGL, QQQ.
- Started 11 new stock positions in JPC, PMM, RKT, COP, NEA, MU, CCJ, NFJ, AFB, HAL. SCHI.
- Reduced shares in these 10 stocks: VOO, MSFT, CCI, MA, GLD, NKE, , ZS, PANW, .
- Sold out of its positions in COF, CRWD, PANW, V, ZS.
- Jupiter Wealth Management was a net buyer of stock by $11M.
- Jupiter Wealth Management has $253M in assets under management (AUM), dropping by 12.66%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 15.1 | $38M | 95k | 402.62 |
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| NVIDIA Corporation (NVDA) | 6.3 | $16M | +3% | 70k | 225.83 |
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| Apple (AAPL) | 6.2 | $16M | +5% | 53k | 298.87 |
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| Microsoft Corporation (MSFT) | 5.7 | $14M | -5% | 35k | 405.21 |
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| Broadcom (AVGO) | 5.0 | $13M | +9% | 30k | 416.79 |
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| Morgan Stanley (MS) | 4.4 | $11M | +2% | 57k | 193.83 |
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| Spdr S&p500 Etf - (SPY) | 4.3 | $11M | +2% | 15k | 742.29 |
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| Amazon (AMZN) | 3.9 | $9.8M | +13% | 36k | 270.13 |
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| Berkshire Hathaway Cl A (BRK.A) | 3.2 | $8.0M | 11.00 | 727500.09 |
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| Energy Select Sector SPDR ETF IV - (XLE) | 2.4 | $6.0M | +7% | 104k | 57.63 |
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| Taiwan Semiconductor Mfg (TSM) | 2.3 | $5.8M | 15k | 399.80 |
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| Mastercard Inc CL A Cl A (MA) | 1.9 | $4.9M | -9% | 10k | 490.64 |
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| Johnson & Johnson (JNJ) | 1.9 | $4.8M | 21k | 230.42 |
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| Facebook Inc-Class A Cl A (META) | 1.8 | $4.6M | -2% | 7.5k | 616.63 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 1.8 | $4.6M | 90k | 50.88 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.6 | $4.1M | 8.5k | 485.52 |
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| Crown Holdings (CCK) | 1.5 | $3.9M | 39k | 100.21 |
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| Home Depot (HD) | 1.5 | $3.9M | 13k | 302.55 |
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| American Tower Reit (AMT) | 1.4 | $3.4M | 20k | 173.87 |
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| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.1 | $2.9M | +2% | 17k | 168.01 |
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| Goldman Sachs (GS) | 1.1 | $2.9M | 3.0k | 955.42 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.1 | $2.8M | NEW | 240k | 11.56 |
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| iShares US Aerospace Defense ETF - (ITA) | 1.1 | $2.8M | 12k | 225.71 |
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| Citigroup (C) | 1.1 | $2.7M | 22k | 124.10 |
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| Marathon Petroleum Corp (MPC) | 1.0 | $2.5M | 10k | 249.09 |
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| Asml Holding NV - (ASML) | 0.9 | $2.3M | +19% | 1.4k | 1581.58 |
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| ProShares Trust S&P - (NOBL) | 0.8 | $2.1M | 19k | 106.07 |
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| Pepsi (PEP) | 0.7 | $1.9M | 13k | 149.27 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.9M | +300% | 15k | 124.31 |
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| SPDR Gold Trust - (GLD) | 0.7 | $1.8M | -19% | 4.1k | 430.50 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.8M | -5% | 1.7k | 1015.75 |
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| Bank of America Corporation (BAC) | 0.7 | $1.7M | -5% | 35k | 49.84 |
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| Merck & Co (MRK) | 0.6 | $1.6M | 14k | 113.45 |
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| Vanguard S&P 500 ETF - (VOO) | 0.6 | $1.5M | -35% | 2.2k | 682.41 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.5M | 12k | 131.47 |
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| Bunge Global SA F - (BG) | 0.6 | $1.5M | 12k | 126.02 |
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| Schwab US Dividend Equity ETF - (SCHD) | 0.6 | $1.4M | 45k | 31.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 3.5k | 399.04 |
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| Nuveen Preferred Income - (JPC) | 0.5 | $1.3M | NEW | 169k | 7.98 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 2.5k | 519.94 |
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| Pfizer (PFE) | 0.5 | $1.3M | 50k | 25.96 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $1.2M | 23k | 53.65 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.2M | 11k | 104.74 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.4 | $1.1M | 62k | 18.13 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.1M | 15k | 73.53 |
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| Chevron Corporation (CVX) | 0.4 | $1.1M | +231% | 5.8k | 186.00 |
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| Nike Inc Class B CL B (NKE) | 0.4 | $1.1M | -23% | 25k | 42.34 |
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| Costco Wholesale - (COST) | 0.4 | $1.0M | 984.00 | 1033.08 |
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| iShares Select Dividend ETF - (DVY) | 0.4 | $988k | 6.5k | 152.04 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $985k | +30% | 6.5k | 151.57 |
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| Netflix (NFLX) | 0.4 | $911k | +13% | 10k | 87.56 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $909k | 16k | 55.93 |
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| Republic Services - (RSG) | 0.4 | $901k | 4.4k | 203.67 |
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| Crown Castle Intl (CCI) | 0.4 | $896k | -37% | 10k | 89.62 |
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| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.4 | $893k | +150% | 1.3k | 714.71 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $839k | 9.9k | 85.08 |
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| McDonald's Corporation (MCD) | 0.3 | $827k | +50% | 3.0k | 275.70 |
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| Micron Technology - (MU) | 0.3 | $804k | NEW | 1.0k | 803.63 |
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| Caterpillar (CAT) | 0.3 | $729k | 808.00 | 902.30 |
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| Phillips 66 (PSX) | 0.3 | $722k | +86% | 4.2k | 171.82 |
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| Walt Disney Company (DIS) | 0.3 | $673k | 6.4k | 104.90 |
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| iShares TR US Home - (ITB) | 0.3 | $667k | 7.5k | 88.97 |
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| iShares Russell - (IWO) | 0.2 | $622k | 1.7k | 369.28 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $542k | 1.8k | 300.25 |
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| Amgen - (AMGN) | 0.2 | $505k | 1.5k | 336.45 |
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| Parker-Hannifin Corp - (PH) | 0.2 | $499k | 565.00 | 882.37 |
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| Medtronic (MDT) | 0.2 | $457k | 6.0k | 76.21 |
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| Schwab 5-10 Year Corporate Bond ETF - (SCHI) | 0.2 | $452k | NEW | 20k | 22.62 |
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| Crispr Therapeutics (CRSP) | 0.2 | $448k | 8.5k | 52.75 |
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| Lam Research Corp - (LRCX) | 0.2 | $443k | 1.5k | 295.44 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $416k | 1.8k | 228.68 |
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| Annaly Capital MGMT REIT - (NLY) | 0.2 | $404k | +3% | 18k | 22.16 |
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| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $325k | 5.9k | 55.19 |
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| Virtus Divid Int & P - (NFJ) | 0.1 | $312k | NEW | 21k | 14.56 |
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| Alliancebernstein NTNL M - (AFB) | 0.1 | $303k | NEW | 27k | 11.13 |
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| Rocket Companies Cla A Class A - (RKT) | 0.1 | $277k | NEW | 20k | 13.84 |
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| Cheniere Energy - (LNG) | 0.1 | $251k | +75% | 1.1k | 239.38 |
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| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $249k | 3.7k | 67.21 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $226k | +91% | 3.3k | 67.99 |
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| Global X Cybersecurity ETF - (BUG) | 0.1 | $153k | 5.0k | 30.50 |
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| Vanguard Real Estate ETF - (VNQ) | 0.1 | $132k | 1.4k | 95.89 |
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| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $128k | 5.1k | 25.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $127k | 479.00 | 264.65 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $126k | NEW | 20k | 6.28 |
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| Halliburton - (HAL) | 0.0 | $123k | NEW | 3.0k | 41.02 |
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| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.0 | $119k | 4.6k | 25.75 |
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| Cameco Corp F - (CCJ) | 0.0 | $115k | NEW | 1.0k | 115.39 |
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| Toast Inc Class Class A - (TOST) | 0.0 | $112k | 5.0k | 22.33 |
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| ConocoPhillips (COP) | 0.0 | $106k | NEW | 900.00 | 117.40 |
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| Palantir Technologies In Class A - (PLTR) | 0.0 | $104k | -20% | 800.00 | 130.05 |
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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 2026 Q1 filed May 14, 2026
- 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