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Jupiter Wealth Management LLC — 13F Holdings & Portfolio

CIK 1774207 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Jupiter Wealth Management LLC manages $250.0M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (13.48%), AAPL (6.12%), NVDA (5.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 4, added to 29, 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.

Filer Information
Address
4500 E CHERRY CREEK SOUTH DR. STE 1060
GLENDALE, CO 80246
Phone
(303) 999-3716
Filing Manager
Jupiter Wealth Management LLC
GLENDALE, CO
Signatory
Tyler Boon
President
Loading holdings…
AUM

$250.0M

Long-equity book

Holdings

93

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+7 / −4 / ↑29 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Taiwan Semiconductor$1.6M +26.9%
  • Morgan Stanley Com$1.2M +10.8%
  • Asml Holding NV$887.8K +38.8%
  • Home Depot$756.9K +19.4%
  • Eli Lilly And Co$736.3K +41.8%
Show all 29 →

Top Trims

  • Alphabet Inc-$4.6M -12.1%
  • Nvidia Corporation-$1.7M -10.7%
  • Amazon.Com Inc-$1.4M -14.3%
  • Broadcom Inc Com-$1.3M -10.5%
  • Microsoft-$1.1M -8.0%
Show all 25 →

New Positions

  • Roundhill Memory ETF$1.1M
  • Amphenol Corp New Class A$617.1K
  • GE Vernova Inc$411.2K
  • iShares Core S&P (500 Etf)$374.4K
  • IBM Corp$281.2K
Show all 7 →

Exited Positions

  • Rocket Companies Cla A Class A$276.8K
  • Vanguard Real Estate ETF$131.8K
  • Conocophillips Com$105.7K
  • Palantir Technologies In Class A$104.0K
Show all 4 →
All Holdings

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 $33.7M 13.48% 94,305 SH
2 Apple Inc Com AAPL 037833100 $15.3M 6.12% 52,882 SH
3 Nvidia Corporation NVDA 67066G104 $14.2M 5.67% 70,880 SH
4 Microsoft MSFT 594918104 $13.2M 5.26% 35,258 SH
5 Morgan Stanley Com MS 617446448 $12.3M 4.92% 58,807 SH
6 Broadcom Inc Com AVGO 11135F101 $11.3M 4.51% 29,849 SH
7 SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) SPY 78462F103 $11.1M 4.44% 14,852 SH
8 Amazon.Com Inc AMZN 023135106 $8.4M 3.36% 35,231 SH
9 Berkshire Hathaway BRK.A 084670108 $8.2M 3.30% 11 SH
10 Taiwan Semiconductor TSM 874039100 $7.4M 2.95% 15,422 SH
11 Mastercard Inc CL A MA 57636Q104 $5.3M 2.13% 10,391 SH
12 Johnson & Johnson JNJ 478160104 $5.3M 2.10% 20,696 SH
13 Energy Select Sector SPDR ETF IV XLE 81369Y506 $5.1M 2.06% 96,962 SH
14 Home Depot HD 437076102 $4.7M 1.86% 13,197 SH
15 JPMorgan Ultra SHRT Muncipl Incm ETF JMST 46641Q654 $4.6M 1.84% 90,000 SH
16 Crown HLDGS Inc Com CCK 228368106 $4.4M 1.74% 39,005 SH
17 Berkshire Hathaway BRK.B 084670702 $4.3M 1.70% 8,505 SH
18 Facebook Inc-Class A META 30303M102 $4.1M 1.64% 7,295 SH
19 Citigroup Inc C 172967424 $3.4M 1.36% 24,300 SH
20 Asml Holding NV ASML N07059210 $3.2M 1.27% 1,595 SH
21 American Tower Corp AMT 03027X100 $3.1M 1.26% 19,239 SH
22 Goldman Sachs Group GS 38141G104 $3.0M 1.21% 3,000 SH
23 iShares US Aerospace Defense ETF ITA 464288760 $3.0M 1.19% 12,249 SH
24 Invesco S & P Midcap Momentum ETF XMMO 46137V464 $2.9M 1.18% 17,300 SH
25 Nuveen Amt Free QLTY NEA 670657105 $2.8M 1.13% 240,237 SH
26 Marathon Petroleum MPC 56585A102 $2.6M 1.02% 10,000 SH
27 Eli Lilly And Co LLY 532457108 $2.5M 1.00% 2,084 SH
28 ProShares Trust S&P (500 Divid Aristocrats Etf) NOBL 74348A467 $2.2M 0.87% 38,890 SH
29 BK Of America Corp BAC 060505104 $2.1M 0.83% 36,600 SH
30 iShares Russell 1000 Growth ETF IWF 464287614 $1.9M 0.74% 14,940 SH
31 Merck & Co Inc New MRK 58933Y105 $1.8M 0.71% 13,800 SH
32 Pepsico Inc PEP 713448108 $1.7M 0.68% 12,500 SH
33 Vanguard S&P 500 ETF VOO 922908363 $1.5M 0.62% 2,241 SH
34 Schwab US Dividend Equity ETF SCHD 808524797 $1.4M 0.57% 45,000 SH
35 Nuveen Preferred Income JPC 67073B106 $1.3M 0.53% 168,733 SH
36 Micron Technology MU 595112103 $1.3M 0.53% 1,150 SH
37 Wal-Mart WMT 931142103 $1.3M 0.53% 11,632 SH
38 Bunge Global SA F BG H11356104 $1.3M 0.51% 12,058 SH
39 Lockheed Martin Corp LMT 539830109 $1.3M 0.51% 2,500 SH
40 Wells Fargo Co New WFC 949746101 $1.2M 0.50% 15,000 SH
41 Alphabet Inc GOOG 02079K107 $1.2M 0.49% 3,500 SH
42 iShares Russell Mid Cap ETF IWR 464287499 $1.2M 0.49% 11,000 SH
43 Neos S And P 500 High Income ETF SPYI 78433H303 $1.2M 0.46% 21,749 SH
44 Roundhill Memory ETF DRAM 77926X320 $1.1M 0.46% 15,500 SH
45 Global X Nasdaq 100 Covered Call ETF QYLD 37954Y483 $1.1M 0.46% 62,034 SH
46 Invsc QQQ Trust SRS 1 ETF IV QQQ 46090E103 $1.1M 0.43% 1,450 SH
47 Nike Inc Class B Com NKE 654106103 $1.0M 0.41% 25,003 SH
48 SPDR Gold Trust GLD 78463V107 $974.4K 0.39% 2,645 SH
49 Mcdonald S Corp MCD 580135101 $946.1K 0.38% 3,500 SH
50 Republic Services RSG 760759100 $942.9K 0.38% 4,425 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $250.0M 93 0001774207-26-000003
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