§ 13F · FUND PROFILE
Jupiter Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 93Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 95K | $38M | 15.1% | +2% |
| 2 | NVDA | Nvidia Corporation | 70K | $16M | 6.3% | +3% |
| 3 | AAPL | Apple Inc Com | 53K | $16M | 6.2% | +6% |
| 4 | MSFT | Microsoft | 35K | $14M | 5.7% | −5% |
| 5 | AVGO | Broadcom Inc Com | 30K | $13M | 5.0% | +9% |
| 6 | MS | Morgan Stanley Com | 57K | $11M | 4.4% | +3% |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 15K | $11M | 4.3% | +3% |
| 8 | AMZN | Amazon.Com Inc | 36K | $10M | 3.9% | +13% |
| 9 | BRK/A | Berkshire Hathaway | 11 | $8M | 3.2% | ±0% |
| 10 | XLE | Energy Select Sector SPDR ETF IV | 104K | $6M | 2.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JUPITER SIGNAL
AC read
Jupiter Wealth Management LLC is a Other fund managing $212 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed