Jupiter Wealth Management LLC — 13F Holdings & Portfolio
CIK 1774207 · latest 13F-HR filed 2026-05-14
Jupiter Wealth Management LLC manages $253.0M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (15.15%), NVDA (6.28%), AAPL (6.21%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 5, added to 31, and trimmed 25.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$253.0M
Long-equity book
90
Distinct positions
2026-03-31
Filed 2026-05-14
+11 / −5 / ↑31 / ↓25
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Alphabet Inc$9.4M +32.7%
- Broadcom Inc Com$3.4M +37.2%
- Amazon.Com Inc$3.4M +53.1%
- Nvidia Corporation$3.2M +24.9%
- Apple Inc Com$2.7M +20.7%
Top Trims
- Home Depot-$1.2M -22.9%
- Nike Inc Class B Com-$936.0K -46.9%
- Mastercard Inc CL A-$894.8K -15.4%
- Vanguard S&P 500 ETF-$657.8K -30.1%
- SPDR Gold Trust-$538.0K -23.2%
New Positions
- Nuveen Amt Free QLTY$2.8M
- Nuveen Preferred Income$1.3M
- Micron Technology$803.6K
- Schwab 5-10 Year Corporate Bond ETF$452.4K
- Virtus Divid Int & P$311.9K
Exited Positions
- Capital One FC$310.3K
- Zscaler Inc$299.1K
- Palo Alto Networks$244.2K
- Visa Inc Com CL A$162.1K
- Crowdstrike HLDGS$102.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOGL | 02079K305 | $38.3M | 15.15% | 95,198 | SH |
| 2 | Nvidia Corporation | NVDA | 67066G104 | $15.9M | 6.28% | 70,305 | SH |
| 3 | Apple Inc Com | AAPL | 037833100 | $15.7M | 6.21% | 52,564 | SH |
| 4 | Microsoft | MSFT | 594918104 | $14.3M | 5.65% | 35,283 | SH |
| 5 | Broadcom Inc Com | AVGO | 11135F101 | $12.6M | 4.98% | 30,224 | SH |
| 6 | Morgan Stanley Com | MS | 617446448 | $11.1M | 4.39% | 57,257 | SH |
| 7 | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | SPY | 78462F103 | $10.9M | 4.31% | 14,702 | SH |
| 8 | Amazon.Com Inc | AMZN | 023135106 | $9.8M | 3.87% | 36,278 | SH |
| 9 | Berkshire Hathaway | BRK.A | 084670108 | $8.0M | 3.16% | 11 | SH |
| 10 | Energy Select Sector SPDR ETF IV | XLE | 81369Y506 | $6.0M | 2.36% | 103,808 | SH |
| 11 | Taiwan Semiconductor | TSM | 874039100 | $5.8M | 2.29% | 14,517 | SH |
| 12 | Mastercard Inc CL A | MA | 57636Q104 | $4.9M | 1.94% | 9,992 | SH |
| 13 | Johnson & Johnson | JNJ | 478160104 | $4.8M | 1.88% | 20,696 | SH |
| 14 | Facebook Inc-Class A | META | 30303M102 | $4.6M | 1.82% | 7,470 | SH |
| 15 | JPMorgan Ultra SHRT Muncipl Incm ETF | JMST | 46641Q654 | $4.6M | 1.81% | 90,000 | SH |
| 16 | Berkshire Hathaway | BRK.B | 084670702 | $4.1M | 1.63% | 8,505 | SH |
| 17 | Crown HLDGS Inc Com | CCK | 228368106 | $3.9M | 1.54% | 39,005 | SH |
| 18 | Home Depot | HD | 437076102 | $3.9M | 1.54% | 12,882 | SH |
| 19 | American Tower Corp | AMT | 03027X100 | $3.4M | 1.36% | 19,838 | SH |
| 20 | Invesco S & P Midcap Momentum ETF | XMMO | 46137V464 | $2.9M | 1.15% | 17,300 | SH |
| 21 | Goldman Sachs Group | GS | 38141G104 | $2.9M | 1.13% | 3,000 | SH |
| 22 | Nuveen Amt Free QLTY | NEA | 670657105 | $2.8M | 1.10% | 240,237 | SH |
| 23 | iShares US Aerospace Defense ETF | ITA | 464288760 | $2.8M | 1.09% | 12,249 | SH |
| 24 | Citigroup Inc | C | 172967424 | $2.7M | 1.08% | 22,000 | SH |
| 25 | Marathon Petroleum | MPC | 56585A102 | $2.5M | 0.98% | 10,000 | SH |
| 26 | Asml Holding NV | ASML | N07059210 | $2.3M | 0.90% | 1,445 | SH |
| 27 | ProShares Trust S&P (500 Divid Aristocrats Etf) | NOBL | 74348A467 | $2.1M | 0.82% | 19,445 | SH |
| 28 | Pepsico Inc | PEP | 713448108 | $1.9M | 0.74% | 12,500 | SH |
| 29 | iShares Russell 1000 Growth ETF | IWF | 464287614 | $1.9M | 0.73% | 14,940 | SH |
| 30 | SPDR Gold Trust | GLD | 78463V107 | $1.8M | 0.71% | 4,145 | SH |
| 31 | Eli Lilly And Co | LLY | 532457108 | $1.8M | 0.70% | 1,736 | SH |
| 32 | BK Of America Corp | BAC | 060505104 | $1.7M | 0.68% | 34,600 | SH |
| 33 | Merck & Co Inc New | MRK | 58933Y105 | $1.6M | 0.62% | 13,800 | SH |
| 34 | Vanguard S&P 500 ETF | VOO | 922908363 | $1.5M | 0.60% | 2,241 | SH |
| 35 | Wal-Mart | WMT | 931142103 | $1.5M | 0.60% | 11,632 | SH |
| 36 | Bunge Global SA F | BG | H11356104 | $1.5M | 0.60% | 12,058 | SH |
| 37 | Schwab US Dividend Equity ETF | SCHD | 808524797 | $1.4M | 0.56% | 45,000 | SH |
| 38 | Alphabet Inc | GOOG | 02079K107 | $1.4M | 0.55% | 3,500 | SH |
| 39 | Nuveen Preferred Income | JPC | 67073B106 | $1.3M | 0.53% | 168,733 | SH |
| 40 | Lockheed Martin Corp | LMT | 539830109 | $1.3M | 0.51% | 2,500 | SH |
| 41 | Pfizer | PFE | 717081103 | $1.3M | 0.51% | 50,050 | SH |
| 42 | Neos S And P 500 High Income ETF | SPYI | 78433H303 | $1.2M | 0.48% | 22,679 | SH |
| 43 | iShares Russell Mid Cap ETF | IWR | 464287499 | $1.2M | 0.46% | 11,000 | SH |
| 44 | Global X Nasdaq 100 Covered Call ETF | QYLD | 37954Y483 | $1.1M | 0.44% | 62,034 | SH |
| 45 | Wells Fargo Co New | WFC | 949746101 | $1.1M | 0.44% | 15,000 | SH |
| 46 | Chevron Corp. | CVX | 166764100 | $1.1M | 0.43% | 5,800 | SH |
| 47 | Nike Inc Class B Com | NKE | 654106103 | $1.1M | 0.42% | 25,003 | SH |
| 48 | Costco Wholesale | COST | 22160K105 | $1.0M | 0.40% | 984 | SH |
| 49 | iShares Select Dividend ETF | DVY | 464287168 | $987.7K | 0.39% | 6,496 | SH |
| 50 | ExxonMobil | XOM | 30231G102 | $985.2K | 0.39% | 6,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $253.0M | 90 | 0001774207-26-000002 |
| 2025-12-31 | 2026-02-13 | $224.6M | 84 | 0001774207-26-000001 |
| 2025-09-30 | 2025-11-14 | $211.6M | 93 | 0001774207-25-000006 |