Jessup Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Jessup Wealth Management, Inc disclosed 86 stock positions valued at approximately $475.54M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, AMAZON COM INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $475.54M
Holdings by Sector
Jessup Wealth Management, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 34.52% | 492,952 | +404,127 | +454.97% | $164,162,819 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.50% | 143,167 | +825 | +0.58% | $35,670,134 |
| NVIDIA CORPORATION | NVDA | Technology | 6.60% | 137,456 | +6,009 | +4.57% | $31,392,245 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.14% | 32,200 | -3,055 | -8.67% | $19,698,467 |
| MICROSOFT CORP | MSFT | Technology | 3.96% | 36,673 | +590 | +1.64% | $18,809,504 |
| ALPHABET INC | GOOGL | Communication Services | 3.28% | 45,326 | +144 | +0.32% | $15,595,721 |
| SPDR SERIES TRUST | JNK | Other | 2.73% | 140,066 | +2,236 | +1.62% | $12,991,095 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 2.63% | 34,035 | +546 | +1.63% | $12,493,563 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 2.52% | 158,167 | +158,167 | +100.00% | $11,976,405 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.38% | 10,605 | -1,082 | -9.26% | $11,295,940 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.15% | 95,114 | +1,664 | +1.78% | $10,228,576 |
| VANGUARD INDEX FDS | VXF | Other | 2.13% | 43,707 | +196 | +0.45% | $10,123,965 |
| ISHARES TR | IGV | Other | 2.04% | 90,986 | -119 | -0.13% | $9,688,178 |
| T-MOBILE US INC | TMUS | Communication Services | 1.61% | 47,083 | -4,574 | -8.85% | $7,678,224 |
| NETFLIX INC. | NFLX | Communication Services | 1.47% | 100,317 | +100,024 | +34137.88% | $6,980,057 |
| CSX CORP | CSX | Industrials | 1.44% | 147,674 | +4,653 | +3.25% | $6,868,304 |
| TESLA INC | TSLA | Consumer Cyclical | 1.34% | 18,020 | -7,143 | -28.39% | $6,393,794 |
| INVESCO EXCH TRADED FD TR II | CQQQ | Other | 1.34% | 141,633 | -2,896 | -2.00% | $6,359,334 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.30% | 31,611 | +188 | +0.60% | $6,187,844 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.23% | 123,330 | +123,190 | +87992.86% | $5,838,442 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.17% | 16,867 | -193 | -1.13% | $5,579,965 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.01% | 18,149 | +13,433 | +284.84% | $4,804,947 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.99% | 32,351 | +552 | +1.74% | $4,699,926 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.73% | 3,803 | -6,983 | -64.74% | $3,462,322 |
| ISHARES TR | IWM | Other | 0.56% | 9,631 | -440 | -4.37% | $2,676,301 |
| NUCOR CORP | NUE | Basic Materials | 0.49% | 9,868 | +417 | +4.41% | $2,306,583 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.43% | 7,718 | +99 | +1.30% | $2,043,312 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.37% | 34,854 | -1,015 | -2.83% | $1,767,795 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.37% | 10,926 | -581 | -5.05% | $1,741,277 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.33% | 2,043 | -38 | -1.83% | $1,558,284 |
Showing 30 of 86 holdings in the latest reporting period.