Jupiter Wealth Management LLC 13F Holdings · Q2 2026
Jupiter Wealth Management LLC reported 93 securities worth $249.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (13.48%), AAPL (6.12%), NVDA (5.67%). Among its top 25 positions this quarter: 9 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $33.7M | 13.48% | 94,305 | Trimmed |
| 2 | AAPL | Apple Inc Com | $15.3M | 6.12% | 52,882 | Added |
| 3 | NVDA | Nvidia Corporation | $14.2M | 5.67% | 70,880 | Added |
| 4 | MSFT | Microsoft | $13.2M | 5.26% | 35,258 | Trimmed |
| 5 | MS | Morgan Stanley Com | $12.3M | 4.92% | 58,807 | Added |
| 6 | AVGO | Broadcom Inc Com | $11.3M | 4.51% | 29,849 | Trimmed |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $11.1M | 4.44% | 14,852 | Added |
| 8 | AMZN | Amazon.Com Inc | $8.4M | 3.36% | 35,231 | Trimmed |
| 9 | BRK/A | Berkshire Hathaway | $8.2M | 3.30% | 11 | Hold |
| 10 | TSM | Taiwan Semiconductor | $7.4M | 2.95% | 15,422 | Added |
| 11 | MA | Mastercard Inc CL A | $5.3M | 2.13% | 10,391 | Added |
| 12 | JNJ | Johnson & Johnson | $5.3M | 2.10% | 20,696 | Hold |
| 13 | XLE | Energy Select Sector SPDR ETF IV | $5.1M | 2.06% | 96,962 | Trimmed |
| 14 | HD | Home Depot | $4.7M | 1.86% | 13,197 | Added |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $4.6M | 1.84% | 90,000 | Hold |
| 16 | CCK | Crown HLDGS Inc Com | $4.4M | 1.74% | 39,005 | Hold |
| 17 | BRKB | Berkshire Hathaway | $4.3M | 1.70% | 8,505 | Hold |
| 18 | META | Facebook Inc-Class A | $4.1M | 1.64% | 7,295 | Trimmed |
| 19 | C | Citigroup Inc | $3.4M | 1.36% | 24,300 | Added |
| 20 | ASML | Asml Holding NV | $3.2M | 1.27% | 1,595 | Added |
| 21 | AMT | American Tower Corp | $3.1M | 1.26% | 19,239 | Trimmed |
| 22 | GS | Goldman Sachs Group | $3.0M | 1.21% | 3,000 | Hold |
| 23 | ITA | iShares US Aerospace Defense ETF | $3.0M | 1.19% | 12,249 | Hold |
| 24 | XMMO | Invesco S & P Midcap Momentum ETF | $2.9M | 1.18% | 17,300 | Hold |
| 25 | NEA | Nuveen Amt Free QLTY | $2.8M | 1.13% | 240,237 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR