Jessup Wealth Management, Inc Top Holdings and 13F Report (2026)

About Jessup Wealth Management, Inc

Investment Activity

Jessup Wealth Management, Inc has $335.25 million in total holdings as of June 30, 2026.
Jessup Wealth Management, Inc owns shares of 81 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 8.63% of the portfolio was purchased this quarter.
About 9.14% of the portfolio was sold this quarter.
This quarter, Jessup Wealth Management, Inc has purchased 77 new stocks and bought additional shares in 25 stocks.
Jessup Wealth Management, Inc sold shares of 35 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Amazon.com: $33,925,753
NVIDIA: $26,301,250
Apple: $25,702,512
Advanced Micro Devices: $20,479,980
Alphabet: $16,146,787

Largest New Holdings this Quarter

670100205 - Novo Nordisk A/S: $6,566,508 Holding
12811T746 - CALAMOS ETF TR: $1,510,999 Holding
45784N643 - INNOVATOR ETFS TRUST: $1,088,842 Holding
67059N108 - Nutanix: $544,202 Holding
12811T605 - CALAMOS ETF TR: $336,438 Holding

Largest Purchases this Quarter

iShares Expanded Tech-Software Sector ETF: 86,319 shares (about $7.82M)
Novo Nordisk A/S: 136,973 shares (about $6.57M)
Alibaba Group: 30,383 shares (about $2.92M)
Microsoft: 6,037 shares (about $2.25M)
UnitedHealth Group: 5,395 shares (about $2.24M)

Largest Sales this Quarter

Merck & Co., Inc.: 54,569 shares (about $7.01M)
Advanced Micro Devices: 11,981 shares (about $6.96M)
Micron Technology: 4,652 shares (about $5.37M)
Alphabet: 7,860 shares (about $2.81M)
Amazon.com: 10,732 shares (about $2.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$33,925,753	$2,557,862 â–¼	-7.0%	142,342	10.1%	Consumer Discretionary
NVDA NVIDIA	$26,301,250	$904,808 â–¼	-3.3%	131,447	7.8%	Technology
AAPL Apple	$25,702,512	$34,723 â–²	0.1%	88,825	7.7%	Technology
AMD Advanced Micro Devices	$20,479,980	$6,959,882 â–¼	-25.4%	35,255	6.1%	Technology
GOOGL Alphabet	$16,146,787	$2,808,945 â–¼	-14.8%	45,182	4.8%	Communication Services
UNH UnitedHealth Group	$13,919,141	$2,242,341 â–²	19.2%	33,489	4.2%	Healthcare
MU Micron Technology	$13,489,634	$5,369,537 â–¼	-28.5%	11,687	4.0%	Technology
MSFT Microsoft	$13,459,592	$2,251,907 â–²	20.1%	36,083	4.0%	Technology
JNK SPDR Bloomberg High Yield Bond ETF	$13,282,715	$293,640 â–²	2.3%	137,830	4.0%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$11,220,904	$137,126 â–²	1.2%	118,652	3.3%	ETF
VXF Vanguard Extended Market ETF	$10,712,878	$370,793 â–²	3.6%	43,511	3.2%	ETF
TSLA Tesla	$10,583,416	$428,586 â–¼	-3.9%	25,163	3.2%	Consumer Discretionary
COST Costco Wholesale	$10,089,890	$175,867 â–¼	-1.7%	10,786	3.0%	Consumer Staples
BABA Alibaba Group	$8,969,356	$2,916,168 â–²	48.2%	93,450	2.7%	Consumer Discretionary
TMUS T-Mobile US	$8,664,372	$79,839 â–²	0.9%	51,657	2.6%	Communication Services
IGV iShares Expanded Tech-Software Sector ETF	$8,254,115	$7,820,503 â–²	1,803.6%	91,105	2.5%	ETF
CQQQ Invesco China Technology ETF	$8,242,505	$547,204 â–²	7.1%	144,529	2.5%	ETF
CSX CSX	$6,797,792	$203,381 â–²	3.1%	143,021	2.0%	Industrials
NVO Novo Nordisk A/S	$6,566,508	$6,566,508 â–²	New Holding	136,973	2.0%	Healthcare
XLK Technology Select Sector SPDR Fund	$5,986,696	$1,734,109 â–¼	-22.5%	31,423	1.8%	ETF
JPM JPMorgan Chase & Co.	$5,584,345	$134,208 â–¼	-2.3%	17,060	1.7%	Finance
PG Procter & Gamble	$4,663,016	$205,883 â–²	4.6%	31,799	1.4%	Consumer Staples
CRWD CrowdStrike	$3,598,967	$190,785 â–²	5.6%	4,716	1.1%	Technology
IWM iShares Russell 2000 ETF	$3,025,805	$42,964 â–²	1.4%	10,071	0.9%	ETF
CINF Cincinnati Financial	$2,130,406		0.0%	11,507	0.6%	Finance
NUE Nucor	$2,105,125	$361,063 â–¼	-14.6%	9,451	0.6%	Materials
SANDISK CORP	$2,082,737	$2,274 â–¼	-0.1%	916	0.6%	COM
BRK.B Berkshire Hathaway	$1,991,552	$500,390 â–²	33.6%	3,980	0.6%	Finance
JNJ Johnson & Johnson	$1,934,972	$7,619 â–²	0.4%	7,619	0.6%	Healthcare
GS The Goldman Sachs Group	$1,915,628	$33,377 â–¼	-1.7%	1,894	0.6%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$1,775,157	$18,262 â–¼	-1.0%	35,869	0.5%	ETF
AMAT Applied Materials	$1,561,997	$236,469 â–¼	-13.1%	2,160	0.5%	Technology
SPY SPDR S&P 500 ETF Trust	$1,554,352	$31,371 â–¼	-2.0%	2,081	0.5%	ETF
XBI SPDR S&P Biotech ETF	$1,530,587	$166,953 â–²	12.2%	9,672	0.5%	ETF
CALAMOS ETF TR	$1,510,999	$1,510,999 â–²	New Holding	54,677	0.5%	S&P 500 PROT ETF
VOO Vanguard S&P 500 ETF	$1,455,464	$13,737 â–²	1.0%	2,119	0.4%	ETF
V Visa	$1,386,563	$5,147 â–²	0.4%	4,041	0.4%	Finance
INNOVATOR ETFS TRUST	$1,088,842	$1,088,842 â–²	New Holding	39,746	0.3%	EQUITY DEFND 1YR
MRK Merck & Co., Inc.	$1,076,223	$7,012,348 â–¼	-86.7%	8,375	0.3%	Healthcare
LLY Eli Lilly and Company	$1,036,546	$31,192 â–¼	-2.9%	864	0.3%	Healthcare
PMAR Innovator U.S. Equity Power Buffer ETF - March	$964,329	$98,454 â–¼	-9.3%	20,187	0.3%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$898,666		0.0%	7,675	0.3%	ETF
PNOV Innovator U.S. Equity Power Buffer ETF - November	$873,385		0.0%	19,693	0.3%	ETF
INVESCO EXCH TRD SLF IDX FD	$822,717	$15,330 â–¼	-1.8%	31,342	0.2%	BULL 2031 HI ETF
SHW Sherwin-Williams	$762,237	$21,001 â–¼	-2.7%	2,214	0.2%	Materials
PYLD PIMCO Multi Sector Bond Active ETF	$731,547	$12,783 â–¼	-1.7%	27,585	0.2%	ETF
CAT Caterpillar	$726,126	$4,259 â–¼	-0.6%	682	0.2%	Industrials
GNRC Generac	$723,826	$8,784 â–¼	-1.2%	2,472	0.2%	Industrials
MAR Marriott International	$714,868	$15,935 â–¼	-2.2%	1,929	0.2%	Consumer Discretionary
UPS United Parcel Service	$706,922	$10,428 â–²	1.5%	6,576	0.2%	Industrials
PJUL Innovator U.S. Equity Power Buffer ETF - July	$671,333	$3,270 â–¼	-0.5%	13,754	0.2%	ETF
BA Boeing	$650,925	$28,790 â–¼	-4.2%	3,007	0.2%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$647,246	$5,532 â–¼	-0.8%	3,042	0.2%	ETF
SHV iShares Short Treasury Bond ETF	$553,783	$22,624 â–¼	-3.9%	5,018	0.2%	ETF
NTNX Nutanix	$544,202	$544,202 â–²	New Holding	10,679	0.2%	Technology
ARK ETF TR	$540,504	$16,652 â–²	3.2%	13,698	0.2%	BLOC FIN INN ETF
KKR KKR & Co. Inc.	$500,087	$280,651 â–¼	-35.9%	5,449	0.1%	Finance
PAUG Innovator U.S. Equity Power Buffer ETF - August	$480,589	$10,543 â–¼	-2.1%	10,530	0.1%	ETF
PSEP Innovator U.S. Equity Power Buffer ETF - September	$466,533		0.0%	10,131	0.1%	ETF
ARHS Arhaus	$466,156		0.0%	55,363	0.1%	Consumer Discretionary
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$454,016		0.0%	12,324	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$394,268	$47,924 â–²	13.8%	3,916	0.1%	ETF
SNA Snap-On	$391,535		0.0%	973	0.1%	Industrials
XOM ExxonMobil	$349,510		0.0%	2,556	0.1%	Energy
GOOG Alphabet	$342,935	$2,825 â–¼	-0.8%	971	0.1%	Communication Services
CALAMOS ETF TR	$336,438	$336,438 â–²	New Holding	11,499	0.1%	S P 500 STRUCTUR
TSM Taiwan Semiconductor Manufacturing	$325,225		0.0%	681	0.1%	Technology
PALANTIR TECHNOLOGIES INC	$309,176	$3,383 â–²	1.1%	2,650	0.1%	CL A
AXP American Express	$293,614	$293,614 â–²	New Holding	868	0.1%	Finance
PJUN Innovator U.S. Equity Power Buffer ETF - June	$281,168	$281,168 â–²	New Holding	6,504	0.1%	ETF
POCT Innovator U.S. Equity Power Buffer ETF - October	$269,224		0.0%	5,801	0.1%	ETF
DUK Duke Energy	$257,337		0.0%	2,033	0.1%	Utilities
KO CocaCola	$256,476	$7,314 â–¼	-2.8%	3,156	0.1%	Consumer Staples
MCD McDonald's	$249,496	$33,789 â–¼	-11.9%	923	0.1%	Consumer Discretionary
GLD SPDR Gold Shares	$243,868	$6,999 â–¼	-2.8%	662	0.1%	ETF
CAOS Alpha Architect Tail Risk ETF	$240,448		0.0%	2,661	0.1%	ETF
WALMART INC	$214,850	$227 â–²	0.1%	1,897	0.1%	COM
JD JD.com	$214,771	$214,771 â–²	New Holding	8,429	0.1%	Consumer Discretionary
GE GE Aerospace	$211,569	$68,405 â–¼	-24.4%	566	0.1%	Industrials
SUB iShares Short-Term National Muni Bond ETF	$200,589		0.0%	1,884	0.1%	ETF
F Ford Motor	$162,790	$459 â–²	0.3%	11,711	0.0%	Consumer Discretionary
PANW Palo Alto Networks	$0	$383,485 â–¼	-100.0%	0	0.0%	Technology
TMO Thermo Fisher Scientific	$0	$351,178 â–¼	-100.0%	0	0.0%	Healthcare
ULTA Ulta Beauty	$0	$226,856 â–¼	-100.0%	0	0.0%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$0	$223,054 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Jessup Wealth Management, Inc Top Holdings and 13F Report (2026)

About Jessup Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Jessup Wealth Management, Inc Top Holdings and 13F Report (2026)

About Jessup Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJessup Wealth Management, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools