Jupiter Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Jupiter Wealth Management Llc disclosed 92 stock positions valued at approximately $249.98M as of quarter-end June 30, 2026. The largest holdings include Alphabet Inc, Apple Inc Com, and Nvidia Corporation.
- Report Period
- June 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $249.98M
Holdings by Sector
Jupiter Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Alphabet Inc | GOOGL | Communication Services | 13.48% | 94,305 | -893 | -0.94% | $33,701,778 |
| Apple Inc Com | AAPL | Technology | 6.12% | 52,882 | +318 | +0.60% | $15,301,936 |
| Nvidia Corporation | NVDA | Technology | 5.67% | 70,880 | +575 | +0.82% | $14,182,379 |
| Microsoft | MSFT | Technology | 5.26% | 35,258 | -25 | -0.07% | $13,151,939 |
| Morgan Stanley Com | MS | Financial Services | 4.92% | 58,807 | +1,550 | +2.71% | $12,293,015 |
| Broadcom Inc Com | AVGO | Technology | 4.51% | 29,849 | -375 | -1.24% | $11,275,460 |
| SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | SPY | Other | 4.44% | 14,852 | +150 | +1.02% | $11,090,725 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 3.36% | 35,231 | -1,047 | -2.89% | $8,396,957 |
| Berkshire Hathaway | BRK-A | Financial Services | 3.30% | 11 | - | - | $8,237,350 |
| Taiwan Semiconductor | TSM | Technology | 2.95% | 15,422 | +905 | +6.23% | $7,365,085 |
| Mastercard Inc CL A | MA | Financial Services | 2.13% | 10,391 | +399 | +3.99% | $5,336,818 |
| Johnson & Johnson | JNJ | Healthcare | 2.10% | 20,696 | - | - | $5,256,163 |
| Energy Select Sector SPDR ETF IV | XLE | Other | 2.06% | 96,962 | -6,846 | -6.59% | $5,149,652 |
| Home Depot | HD | Consumer Cyclical | 1.86% | 13,197 | +315 | +2.45% | $4,654,318 |
| JPMorgan Ultra SHRT Muncipl Incm ETF | JMST | Other | 1.84% | 90,000 | - | - | $4,590,000 |
| Crown HLDGS Inc Com | CCK | Consumer Cyclical | 1.74% | 39,005 | - | - | $4,361,539 |
| Berkshire Hathaway | BRK-B | Financial Services | 1.70% | 8,505 | - | - | $4,255,817 |
| Facebook Inc-Class A | META | Communication Services | 1.64% | 7,295 | -175 | -2.34% | $4,109,201 |
| Citigroup Inc | C | Financial Services | 1.36% | 24,300 | +2,300 | +10.45% | $3,401,028 |
| Asml Holding NV | ASML | Other | 1.27% | 1,595 | +150 | +10.38% | $3,173,157 |
| American Tower Corp | AMT | Real Estate | 1.26% | 19,239 | -599 | -3.02% | $3,146,923 |
| Goldman Sachs Group | GS | Financial Services | 1.21% | 3,000 | - | - | $3,034,110 |
| iShares US Aerospace Defense ETF | ITA | Other | 1.19% | 12,249 | - | - | $2,969,403 |
| Invesco S & P Midcap Momentum ETF | XMMO | Other | 1.18% | 17,300 | - | - | $2,943,422 |
| Nuveen Amt Free QLTY | XNEAX | Other | 1.13% | 240,237 | - | - | $2,820,385 |
| Marathon Petroleum | MPC | Energy | 1.02% | 10,000 | - | - | $2,556,700 |
| Eli Lilly And Co | LLY | Healthcare | 1.00% | 2,084 | +348 | +20.05% | $2,499,612 |
| ProShares Trust S&P (500 Divid Aristocrats Etf) | NOBL | Other | 0.87% | 38,890 | +19,445 | +100.00% | $2,184,062 |
| BK Of America Corp | BAC | Financial Services | 0.83% | 36,600 | +2,000 | +5.78% | $2,085,468 |
| iShares Russell 1000 Growth ETF | IWF | Other | 0.74% | 14,940 | - | - | $1,855,100 |
Showing 30 of 92 holdings in the latest reporting period.