Home/Smart Money/Jessup Wealth Management, Inc
§ 13F · FUND PROFILE

Jessup Wealth Management, Inc.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249.2T (13F)Positions · 76Turnover · · Q4Filed · Feb 11, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$32.5T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 11, 2026
#TickerNameShares$ value% portΔ Q4
1AMZNAmazon.com Inc151K$35.0T11.6%+6%
2AAPLApple Inc95K$25.8T8.5%+3%
3NVDANvidia Corp126K$23.4T7.8%±0%
4GOOGLAlphabet Inc53K$16.7T5.5%−10%
5JNKSPDR Bloomberg Barclays High yield Bond ETF133K$12.9T4.3%+6%
6TSLATesla Inc26K$11.5T3.8%+1%
7IEFiShares 7-10 Year Treasury Bond ETF115K$11.0T3.6%+5%
8BABAAlibaba Group Holding Limited75K$11.0T3.6%+1%
9KKRKkr & Co Inc79K$10.1T3.3%+2%
10AMDAdvanced Micro Devices Inc43K$9.3T3.1%−47%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE JESSUP SIGNAL

AC read

Jessup Wealth Management, Inc is a Other fund managing $249176.0 trillion in assets. The fund runs a portfolio of 76 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed