Jessup Wealth Management, Inc Top Holdings and 13F Report (2026) About Jessup Wealth Management, IncInvestment ActivityJessup Wealth Management, Inc has $273.99 million in total holdings as of March 31, 2026.Jessup Wealth Management, Inc owns shares of 77 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 12.73% of the portfolio was purchased this quarter.About 16.59% of the portfolio was sold this quarter.This quarter, Jessup Wealth Management, Inc has purchased 385 new stocks and bought additional shares in 33 stocks.Jessup Wealth Management, Inc sold shares of 29 stocks and completely divested from 310 stocks this quarter.Largest Holdings Amazon.com $31,880,758NVIDIA $23,712,934Apple $22,512,539Alphabet $15,252,640SPDR Bloomberg High Yield Bond ETF $12,901,438 Largest New Holdings this Quarter 368736104 - Generac $488,716 Holding464287515 - iShares Expanded Tech-Software Sector ETF $383,119 Holding Largest Purchases this Quarter Microsoft 21,752 shares (about $8.05M)T-Mobile US 36,448 shares (about $7.66M)Costco Wholesale 7,114 shares (about $7.09M)CSX 136,340 shares (about $5.60M)NVIDIA 10,244 shares (about $1.79M) Largest Sales this Quarter KKR & Co. Inc. 70,795 shares (about $6.55M)Apple 6,371 shares (about $1.62M)Alibaba Group 12,040 shares (about $1.51M)Micron Technology 1,197 shares (about $404.40K)Eli Lilly and Company 364 shares (about $334.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJessup Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$31,880,758$334,482 â–²1.1%153,07411.6%Retail/WholesaleNVDANVIDIA$23,712,934$1,786,549 â–²8.1%135,9698.7%Computer and TechnologyAAPLApple$22,512,539$1,616,903 â–¼-6.7%88,7058.2%Computer and TechnologyGOOGLAlphabet$15,252,640$88,855 â–¼-0.6%53,0425.6%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$12,901,438$177,082 â–²1.4%134,7834.7%FinanceIEFiShares 7-10 Year Treasury Bond ETF$11,185,724$257,019 â–²2.4%117,2024.1%ETFMSFTMicrosoft$11,121,954$8,051,812 â–²262.3%30,0464.1%Computer and TechnologyCOSTCostco Wholesale$10,934,728$7,088,542 â–²184.3%10,9744.0%Retail/WholesaleTMUST-Mobile US$10,749,444$7,655,101 â–²247.4%51,1813.9%Computer and TechnologyTSLATesla$9,732,973$215,983 â–²2.3%26,1823.6%Auto/Tires/TrucksAMDAdvanced Micro Devices$9,609,219$782,595 â–²8.9%47,2363.5%Computer and TechnologyVXFVanguard Extended Market ETF$8,644,720$86,025 â–²1.0%42,0053.2%ETFBABAAlibaba Group$7,912,379$1,510,537 â–¼-16.0%63,0672.9%Retail/WholesaleUNHUnitedHealth Group$7,601,980$350,145 â–²4.8%28,0942.8%MedicalMRKMerck & Co., Inc.$7,571,522$130,154 â–²1.7%62,9442.8%MedicalCQQQInvesco China Technology ETF$6,209,678$32,076 â–²0.5%134,9342.3%ETFCSXCSX$5,695,359$5,596,757 â–²5,676.1%138,7422.1%TransportationMUMicron Technology$5,520,041$404,400 â–¼-6.8%16,3392.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,385,780$155,759 â–²3.0%40,5252.0%ETFJPMJPMorgan Chase & Co.$5,139,103$13,826 â–¼-0.3%17,4701.9%FinancePGProcter & Gamble$4,390,251$44,776 â–¼-1.0%30,3951.6%Consumer StaplesIWMiShares Russell 2000 ETF$2,462,247$248,010 â–¼-9.2%9,9280.9%FinanceNUENucor$1,872,3560.0%11,0720.7%Basic MaterialsJNJJohnson & Johnson$1,855,142$3,667 â–²0.2%7,5890.7%MedicalCINFCincinnati Financial$1,810,6260.0%11,5070.7%FinanceCRWDCrowdStrike$1,743,571$2,733 â–²0.2%4,4660.6%Computer and TechnologyPJANInnovator U.S. Equity Power Buffer ETF - January$1,671,659$17,898 â–²1.1%36,2380.6%ETFGSThe Goldman Sachs Group$1,630,497$179,380 â–¼-9.9%1,9270.6%FinanceBRK.BBerkshire Hathaway$1,428,016$1,917 â–²0.1%2,9800.5%FinanceSPYSPDR S&P 500 ETF Trust$1,380,413$1,300 â–²0.1%2,1230.5%FinanceVOOVanguard S&P 500 ETF$1,254,006$1,195 â–¼-0.1%2,0990.5%ETFVVisa$1,216,949$151,741 â–¼-11.1%4,0260.4%Business ServicesXBISPDR S&P Biotech ETF$1,100,613$2,299 â–¼-0.2%8,6170.4%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$992,706$168,396 â–²20.4%22,2480.4%TransportationBOXXAlpha Architect 1-3 Month Box ETF$892,5260.0%7,6750.3%ETFAMATApplied Materials$850,165$40,679 â–¼-4.6%2,4870.3%Computer and TechnologyINVESCO EXCH TRD SLF IDX FD$829,912$44,919 â–²5.7%31,9260.3%INVESCO BULLETSHLLYEli Lilly and Company$818,516$334,764 â–¼-29.0%8900.3%MedicalPNOVInnovator U.S. Equity Power Buffer ETF - November$804,6560.0%19,6930.3%ETFKKRKKR & Co. Inc.$786,857$6,548,200 â–¼-89.3%8,5070.3%FinancePYLDPIMCO Multi Sector Bond Active ETF$735,354$25,440 â–²3.6%28,0670.3%ETFSHWSherwin-Williams$729,173$15,385 â–¼-2.1%2,2750.3%Basic MaterialsMARMarriott International$644,982$41,865 â–¼-6.1%1,9720.2%Consumer DiscretionaryUPSUnited Parcel Service$637,395$106,151 â–²20.0%6,4790.2%TransportationPJULInnovator U.S. Equity Power Buffer ETF - July$635,317$81,087 â–¼-11.3%13,8210.2%ETFBABoeing$624,954$66,476 â–²11.9%3,1400.2%AerospaceRSPInvesco S&P 500 Equal Weight ETF$588,8110.0%3,0680.2%ETFSANDISK CORP$582,6070.0%9170.2%COMSHViShares Short Treasury Bond ETF$576,619$36,432 â–²6.7%5,2230.2%ETFARK ETF TR$504,603$492,820 â–²4,182.6%13,2760.2%BLOCKCHAIN & FINGNRCGenerac$488,716$488,716 â–²New Holding2,5020.2%IndustrialsCATCaterpillar$485,781$5,665 â–¼-1.2%6860.2%IndustrialsPAUGInnovator U.S. Equity Power Buffer ETF - August$459,710$2,350 â–¼-0.5%10,7610.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$436,2410.0%10,1310.2%ETFXOMExxonMobil$433,6710.0%2,5560.2%EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$418,6460.0%12,3240.2%ETFPANWPalo Alto Networks$383,4850.0%2,3920.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$383,400$12,726 â–²3.4%2,6210.1%CL AIGViShares Expanded Tech-Software Sector ETF$383,119$383,119 â–²New Holding4,7860.1%ETFARHSArhaus$375,361$43,616 â–¼-10.4%55,3630.1%Retail/WholesaleSNASnap-On$353,4130.0%9730.1%Consumer DiscretionaryTMOThermo Fisher Scientific$351,178$29,019 â–²9.0%7140.1%MedicalSGOViShares 0-3 Month Treasury Bond ETF$346,307$14,899 â–¼-4.1%3,4400.1%ETFMCDMcDonald's$325,812$8,083 â–¼-2.4%1,0480.1%Retail/WholesaleGLDSPDR Gold Shares$293,027$153,183 â–¼-34.3%6810.1%FinanceGOOGAlphabet$280,886$287 â–¼-0.1%9790.1%Computer and TechnologyDUKDuke Energy$266,201$39,282 â–²17.3%2,0330.1%UtilitiesPOCTInnovator U.S. Equity Power Buffer ETF - October$250,081$21,555 â–¼-7.9%5,8010.1%ETFKOCocaCola$246,845$12,167 â–¼-4.7%3,2460.1%Consumer StaplesCAOSAlpha Architect Tail Risk ETF$241,5120.0%2,6610.1%ETFWALMART INC$235,486$111,965 â–²90.6%1,8950.1%COMTSMTaiwan Semiconductor Manufacturing$230,144$4,731 â–²2.1%6810.1%Computer and TechnologyULTAUlta Beauty$226,856$19,863 â–¼-8.1%4340.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$223,054$751 â–¼-0.3%2,9700.1%ETFGEGE Aerospace$212,482$149,220 â–²235.9%7490.1%AerospaceSUBiShares Short-Term National Muni Bond ETF$200,6460.0%1,8840.1%ETFFFord Motor$134,769$10,883 â–¼-7.5%11,6780.0%Auto/Tires/TrucksEQHEquitable$0$6,817,351 â–¼-100.0%00.0%FinanceELEstee Lauder Companies$0$6,325,612 â–¼-100.0%00.0%Consumer StaplesLNCLincoln National$0$5,878,933 â–¼-100.0%00.0%FinanceCMECME Group$0$2,460,516 â–¼-100.0%00.0%FinanceShopify Inc$0$1,327,842 â–¼-100.0%00.0%Common StockCPNGCoupang$0$357,341 â–¼-100.0%00.0%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$0$306,659 â–¼-100.0%00.0%ETFAALAmerican Airlines Group$0$295,271 â–¼-100.0%00.0%TransportationWFCWells Fargo & Company$0$275,351 â–¼-100.0%00.0%FinanceAVGOBroadcom$0$228,907 â–¼-100.0%00.0%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$0$215,410 â–¼-100.0%00.0%ManufacturingDISWalt Disney$0$203,566 â–¼-100.0%00.0%Consumer DiscretionaryMAMastercard$0$193,311 â–¼-100.0%00.0%Business ServicesPYPLPayPal$0$179,816 â–¼-100.0%00.0%Business ServicesQCOMQualcomm$0$178,427 â–¼-100.0%00.0%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$0$167,881 â–¼-100.0%00.0%ETFAXPAmerican Express$0$163,713 â–¼-100.0%00.0%FinanceBlackRock Inc$0$160,457 â–¼-100.0%00.0%Common StockXLFFinancial Select Sector SPDR Fund$0$158,769 â–¼-100.0%00.0%ETFSmithfield Foods Inc$0$157,427 â–¼-100.0%00.0%Common StockHSYHershey$0$149,224 â–¼-100.0%00.0%Consumer StaplesINTUIntuit$0$143,481 â–¼-100.0%00.0%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$0$142,705 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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