Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, MSFT, MS, and represent 35.46% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Roundhill Memory Etf, NOBL, APH, TSM, LLY, GEV, IVV, MS, C, ASML.
- Started 7 new stock positions in COF, IVV, APH, Roundhill Memory Etf, IBM, GEV, CASS.
- Reduced shares in these 10 stocks: CVX, GLD, XLE, GOOGL, RKT, PFE, VXUS, AMZN, DIS, AVGO.
- Sold out of its positions in COP, PLTR, RKT, VNQ.
- Jupiter Wealth Management was a net buyer of stock by $3.1M.
- Jupiter Wealth Management has $250M in assets under management (AUM), dropping by -1.20%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 13.5 | $34M | 94k | 357.37 |
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| Apple (AAPL) | 6.1 | $15M | 53k | 289.36 |
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| NVIDIA Corporation (NVDA) | 5.7 | $14M | 71k | 200.09 |
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| Microsoft Corporation (MSFT) | 5.3 | $13M | 35k | 373.02 |
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| Morgan Stanley (MS) | 4.9 | $12M | +2% | 59k | 209.04 |
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| Broadcom (AVGO) | 4.5 | $11M | 30k | 377.75 |
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| Spdr S&p500 Etf - (SPY) | 4.4 | $11M | 15k | 746.75 |
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| Amazon (AMZN) | 3.4 | $8.4M | -2% | 35k | 238.34 |
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| Berkshire Hathaway Cl A (BRK.A) | 3.3 | $8.2M | 11.00 | 748850.00 |
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| Taiwan Semiconductor Mfg (TSM) | 2.9 | $7.4M | +6% | 15k | 477.57 |
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| Mastercard Inc CL A Cl A (MA) | 2.1 | $5.3M | +3% | 10k | 513.60 |
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| Johnson & Johnson (JNJ) | 2.1 | $5.3M | 21k | 253.97 |
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| Energy Select Sector SPDR ETF IV - (XLE) | 2.1 | $5.1M | -6% | 97k | 53.11 |
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| Home Depot (HD) | 1.9 | $4.7M | +2% | 13k | 352.68 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 1.8 | $4.6M | 90k | 51.00 |
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| Crown Holdings (CCK) | 1.7 | $4.4M | 39k | 111.82 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.7 | $4.3M | 8.5k | 500.39 |
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| Facebook Inc-Class A Cl A (META) | 1.6 | $4.1M | -2% | 7.3k | 563.29 |
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| Citigroup (C) | 1.4 | $3.4M | +10% | 24k | 139.96 |
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| Asml Holding NV - (ASML) | 1.3 | $3.2M | +10% | 1.6k | 1989.44 |
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| American Tower Reit (AMT) | 1.3 | $3.1M | -3% | 19k | 163.57 |
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| Goldman Sachs (GS) | 1.2 | $3.0M | 3.0k | 1011.37 |
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| iShares US Aerospace Defense ETF - (ITA) | 1.2 | $3.0M | 12k | 242.42 |
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| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.2 | $2.9M | 17k | 170.14 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.1 | $2.8M | 240k | 11.74 |
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| Marathon Petroleum Corp (MPC) | 1.0 | $2.6M | 10k | 255.67 |
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| Eli Lilly & Co. (LLY) | 1.0 | $2.5M | +20% | 2.1k | 1199.43 |
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| ProShares Trust S&P - (NOBL) | 0.9 | $2.2M | +100% | 39k | 56.16 |
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| Bank of America Corporation (BAC) | 0.8 | $2.1M | +5% | 37k | 56.98 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.9M | 15k | 124.17 |
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| Merck & Co (MRK) | 0.7 | $1.8M | 14k | 128.50 |
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| Pepsi (PEP) | 0.7 | $1.7M | 13k | 135.40 |
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| Vanguard S&P 500 ETF - (VOO) | 0.6 | $1.5M | 2.2k | 686.81 |
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| Schwab US Dividend Equity ETF - (SCHD) | 0.6 | $1.4M | 45k | 31.71 |
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| Nuveen Preferred Income - (JPC) | 0.5 | $1.3M | 169k | 7.88 |
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| Micron Technology - (MU) | 0.5 | $1.3M | +15% | 1.2k | 1154.29 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.3M | 12k | 113.26 |
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| Bunge Global SA F - (BG) | 0.5 | $1.3M | 12k | 106.73 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 2.5k | 509.46 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.2M | 15k | 82.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | 3.5k | 353.33 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.2M | 11k | 110.32 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $1.2M | -4% | 22k | 53.09 |
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| Roundhill Memory ETF - | 0.5 | $1.1M | NEW | 16k | 73.85 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 18.43 |
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| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.4 | $1.1M | +16% | 1.5k | 736.40 |
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| Nike Inc Class B CL B (NKE) | 0.4 | $1.0M | 25k | 41.05 |
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| SPDR Gold Trust - (GLD) | 0.4 | $974k | -36% | 2.6k | 368.38 |
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| McDonald's Corporation (MCD) | 0.4 | $946k | +16% | 3.5k | 270.31 |
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| Republic Services - (RSG) | 0.4 | $943k | 4.4k | 213.08 |
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| Pfizer (PFE) | 0.4 | $936k | -22% | 39k | 24.08 |
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| iShares Select Dividend ETF - (DVY) | 0.4 | $922k | -9% | 5.9k | 156.30 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $918k | 16k | 56.48 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $889k | 6.5k | 136.72 |
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| Caterpillar (CAT) | 0.3 | $860k | 808.00 | 1064.90 |
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| Costco Wholesale - (COST) | 0.3 | $822k | -10% | 879.00 | 935.47 |
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| iShares TR US Home - (ITB) | 0.3 | $784k | 7.5k | 104.48 |
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| Crown Castle Intl (CCI) | 0.3 | $757k | 10k | 75.73 |
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| Phillips 66 (PSX) | 0.3 | $710k | 4.2k | 169.05 |
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| iShares Russell - (IWO) | 0.3 | $663k | 1.7k | 393.96 |
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| Netflix (NFLX) | 0.3 | $657k | -11% | 9.2k | 71.40 |
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| Lam Research Corp - (LRCX) | 0.3 | $650k | 1.5k | 433.33 |
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| Amphenol Corp New Class A - (APH) | 0.2 | $617k | NEW | 3.5k | 176.32 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $591k | 1.8k | 327.33 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.2 | $587k | -30% | 6.9k | 85.49 |
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| Parker-Hannifin Corp - (PH) | 0.2 | $553k | 565.00 | 978.12 |
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| Amgen - (AMGN) | 0.2 | $543k | 1.5k | 362.12 |
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| Medtronic (MDT) | 0.2 | $469k | 6.0k | 78.23 |
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| Crispr Therapeutics (CRSP) | 0.2 | $464k | 8.5k | 54.54 |
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| Schwab 5-10 Year Corporate Bond ETF - (SCHI) | 0.2 | $453k | 20k | 22.64 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $431k | 1.8k | 236.62 |
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| Walt Disney Company (DIS) | 0.2 | $421k | -31% | 4.4k | 96.25 |
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| GE Vernova - (GEV) | 0.2 | $411k | NEW | 350.00 | 1174.86 |
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| Annaly Capital MGMT REIT - (NLY) | 0.2 | $408k | 18k | 22.36 |
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| iShares Core S&P - (IVV) | 0.1 | $374k | NEW | 500.00 | 748.89 |
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| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $327k | 5.9k | 55.57 |
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| Virtus Divid Int & P - (NFJ) | 0.1 | $325k | 21k | 15.19 |
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| Alliancebernstein NTNL M - (AFB) | 0.1 | $310k | 27k | 11.41 |
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| IBM Corp - (IBM) | 0.1 | $281k | NEW | 1.0k | 281.21 |
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| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $253k | 3.7k | 68.41 |
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| Chevron Corporation (CVX) | 0.1 | $249k | -74% | 1.5k | 165.76 |
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| Halliburton - (HAL) | 0.1 | $238k | +133% | 7.0k | 33.95 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $229k | 3.3k | 68.86 |
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| Capital One FC - (COF) | 0.1 | $201k | NEW | 1.0k | 200.62 |
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| Toast Inc Class Class A - (TOST) | 0.1 | $195k | +40% | 7.0k | 27.82 |
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| Global X Cybersecurity ETF - (BUG) | 0.1 | $191k | 5.0k | 38.19 |
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| Cheniere Energy - (LNG) | 0.1 | $143k | -42% | 600.00 | 239.01 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $131k | 20k | 6.54 |
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| Union Pacific Corporation (UNP) | 0.1 | $130k | 479.00 | 272.00 |
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| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $129k | 5.1k | 25.19 |
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| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.0 | $118k | 4.6k | 25.75 |
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| Cass Information SYS - (CASS) | 0.0 | $103k | NEW | 2.0k | 51.32 |
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| Cameco Corp F - (CCJ) | 0.0 | $102k | 1.0k | 101.86 |
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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 Q2 filed Aug. 11, 2026
- 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