Jupiter Wealth Management LLC Top Holdings and 13F Report (2026)

About Jupiter Wealth Management LLC

Investment Activity

Jupiter Wealth Management LLC has $249.98 million in total holdings as of June 30, 2026.
Jupiter Wealth Management LLC owns shares of 93 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 2.97% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Jupiter Wealth Management LLC has purchased 90 new stocks and bought additional shares in 17 stocks.
Jupiter Wealth Management LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Alphabet: $33,701,778
Apple: $15,301,936
NVIDIA: $14,182,379
Microsoft: $13,151,939
Morgan Stanley: $12,293,015

Largest New Holdings this Quarter

77926X320 - Roundhill Memory ETF: $1,144,675 Holding
032095101 - Amphenol: $617,120 Holding
36828A101 - GE Vernova Inc: $411,201 Holding
464287200 - iShares Core S&P 500 ETF: $374,445 Holding
459200101 - International Business Machines: $281,210 Holding

Largest Purchases this Quarter

Roundhill Memory ETF: 15,500 shares (about $1.14M)
ProShares S&P 500 Aristocrats ETF: 19,445 shares (about $1.09M)
Amphenol: 3,500 shares (about $617.12K)
Taiwan Semiconductor Manufacturing: 905 shares (about $432.20K)
Eli Lilly and Company: 348 shares (about $417.40K)

Largest Sales this Quarter

Chevron: 4,300 shares (about $712.77K)
SPDR Gold Shares: 1,500 shares (about $552.57K)
Energy Select Sector SPDR Fund: 6,846 shares (about $363.59K)
Alphabet: 893 shares (about $319.13K)
Pfizer: 11,200 shares (about $269.70K)

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
GOOGL Alphabet	$33,701,778	$319,131 â–¼	-0.9%	94,305	13.5%	Communication Services
AAPL Apple	$15,301,936	$92,016 â–²	0.6%	52,882	6.1%	Technology
NVDA NVIDIA	$14,182,379	$115,052 â–²	0.8%	70,880	5.7%	Technology
MSFT Microsoft	$13,151,939	$9,325 â–¼	-0.1%	35,258	5.3%	Technology
MS Morgan Stanley	$12,293,015	$324,012 â–²	2.7%	58,807	4.9%	Finance
AVGO Broadcom	$11,275,460	$141,656 â–¼	-1.2%	29,849	4.5%	Technology
SPY SPDR S&P 500 ETF Trust	$11,090,725	$112,012 â–²	1.0%	14,852	4.4%	ETF
AMZN Amazon.com	$8,396,957	$249,542 â–¼	-2.9%	35,231	3.4%	Consumer Discretionary
BRK.A Berkshire Hathaway	$8,237,350		0.0%	11	3.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$7,365,085	$432,201 â–²	6.2%	15,422	2.9%	Technology
MA Mastercard	$5,336,818	$204,926 â–²	4.0%	10,391	2.1%	Finance
JNJ Johnson & Johnson	$5,256,163		0.0%	20,696	2.1%	Healthcare
XLE Energy Select Sector SPDR Fund	$5,149,652	$363,591 â–¼	-6.6%	96,962	2.1%	ETF
HD Home Depot	$4,654,318	$111,094 â–²	2.4%	13,197	1.9%	Consumer Discretionary
JMST JPMorgan Ultra-Short Municipal ETF	$4,590,000		0.0%	90,000	1.8%	ETF
CCK Crown	$4,361,539		0.0%	39,005	1.7%	Materials
BRK.B Berkshire Hathaway	$4,255,817		0.0%	8,505	1.7%	Finance
META Meta Platforms	$4,109,201	$98,576 â–¼	-2.3%	7,295	1.6%	Communication Services
C Citigroup	$3,401,028	$321,908 â–²	10.5%	24,300	1.4%	Finance
ASML ASML	$3,173,157	$298,416 â–²	10.4%	1,595	1.3%	Technology
AMT American Tower	$3,146,923	$97,978 â–¼	-3.0%	19,239	1.3%	Real Estate
GS The Goldman Sachs Group	$3,034,110		0.0%	3,000	1.2%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$2,969,403		0.0%	12,249	1.2%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$2,943,422		0.0%	17,300	1.2%	ETF
NEA Nuveen AMT-Free Quality Municipal Income Fund	$2,820,385		0.0%	240,237	1.1%	Finance
MPC Marathon Petroleum	$2,556,700		0.0%	10,000	1.0%	Energy
LLY Eli Lilly and Company	$2,499,612	$417,402 â–²	20.0%	2,084	1.0%	Healthcare
NOBL ProShares S&P 500 Aristocrats ETF	$2,184,062	$1,092,031 â–²	100.0%	38,890	0.9%	ETF
BAC Bank of America	$2,085,468	$113,960 â–²	5.8%	36,600	0.8%	Finance
IWF iShares Russell 1000 Growth ETF	$1,855,100		0.0%	14,940	0.7%	ETF
MRK Merck & Co., Inc.	$1,773,300		0.0%	13,800	0.7%	Healthcare
PEP PepsiCo	$1,692,500		0.0%	12,500	0.7%	Consumer Staples
VOO Vanguard S&P 500 ETF	$1,539,141		0.0%	2,241	0.6%	ETF
SCHD Schwab US Dividend Equity ETF	$1,426,950		0.0%	45,000	0.6%	ETF
JPC Nuveen Preferred & Income Opportunities Fund	$1,329,616		0.0%	168,733	0.5%	Finance
MU Micron Technology	$1,327,434	$173,144 â–²	15.0%	1,150	0.5%	Technology
Wal-Mart	$1,317,440		0.0%	11,632	0.5%	COM
Bunge Global SA F	$1,286,950		0.0%	12,058	0.5%	-
LMT Lockheed Martin	$1,273,650		0.0%	2,500	0.5%	Industrials
WFC Wells Fargo & Company	$1,239,600		0.0%	15,000	0.5%	Finance
GOOG Alphabet	$1,236,655		0.0%	3,500	0.5%	Communication Services
IWR iShares Russell Mid-Cap ETF	$1,213,520		0.0%	11,000	0.5%	ETF
SPYI NEOS S&P 500 High Income ETF	$1,154,654	$49,374 â–¼	-4.1%	21,749	0.5%	ETF
Roundhill Memory ETF	$1,144,675	$1,144,675 â–²	New Holding	15,500	0.5%	-
QYLD Global X Nasdaq 100 Covered Call ETF	$1,143,287		0.0%	62,034	0.5%	ETF
QQQ Invesco QQQ	$1,067,780	$147,280 â–²	16.0%	1,450	0.4%	ETF
NKE NIKE	$1,026,373		0.0%	25,003	0.4%	Consumer Discretionary
GLD SPDR Gold Shares	$974,365	$552,570 â–¼	-36.2%	2,645	0.4%	ETF
MCD McDonald's	$946,085	$135,155 â–²	16.7%	3,500	0.4%	Consumer Discretionary
RSG Republic Services	$942,879		0.0%	4,425	0.4%	Industrials
PFE Pfizer	$935,508	$269,696 â–¼	-22.4%	38,850	0.4%	Healthcare
DVY iShares Select Dividend ETF	$922,170	$93,155 â–¼	-9.2%	5,900	0.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$917,800		0.0%	16,250	0.4%	ETF
XOM ExxonMobil	$888,680		0.0%	6,500	0.4%	Energy
CAT Caterpillar	$860,439		0.0%	808	0.3%	Industrials
COST Costco Wholesale	$822,278	$98,224 â–¼	-10.7%	879	0.3%	Consumer Staples
ITB iShares U.S. Home Construction ETF	$783,600		0.0%	7,500	0.3%	ETF
CCI Crown Castle	$757,300		0.0%	10,000	0.3%	Real Estate
PSX Phillips 66	$710,010		0.0%	4,200	0.3%	Energy
IWO iShares Russell 2000 Growth ETF	$663,035		0.0%	1,683	0.3%	ETF
NFLX Netflix	$656,880	$85,680 â–¼	-11.5%	9,200	0.3%	Communication Services
Lam Research Corp	$649,995		0.0%	1,500	0.3%	-
APH Amphenol	$617,120	$617,120 â–²	New Holding	3,500	0.2%	Technology
JPM JPMorgan Chase & Co.	$590,503		0.0%	1,804	0.2%	Finance
VXUS Vanguard Total International Stock ETF	$586,889	$256,470 â–¼	-30.4%	6,865	0.2%	ETF
PH Parker-Hannifin	$552,638		0.0%	565	0.2%	Industrials
AMGN Amgen	$543,180		0.0%	1,500	0.2%	Healthcare
MDT Medtronic	$469,380		0.0%	6,000	0.2%	Healthcare
CRSP CRISPR Therapeutics	$463,590		0.0%	8,500	0.2%	Healthcare
SCHI Schwab 5-10 Year Corporate Bond ETF	$452,800		0.0%	20,000	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$430,885		0.0%	1,821	0.2%	ETF
DIS Walt Disney	$420,901	$196,831 â–¼	-31.9%	4,373	0.2%	Communication Services
GE Vernova Inc	$411,201	$411,201 â–²	New Holding	350	0.2%	-
NLY Annaly Capital Management	$407,789		0.0%	18,237	0.2%	Finance
IVV iShares Core S&P 500 ETF	$374,445	$374,445 â–²	New Holding	500	0.1%	ETF
Goldman Sachs S P 500 Cre PRM ETF IV	$327,252		0.0%	5,889	0.1%	-
NFJ Virtus Dividend, Interest & Premium Strategy Fund	$325,393		0.0%	21,421	0.1%	Finance
AFB AllianceBernstein National Municipal Income Fund	$310,068		0.0%	27,175	0.1%	Finance
IBM International Business Machines	$281,210	$281,210 â–²	New Holding	1,000	0.1%	Technology
EEM iShares MSCI Emerging Markets ETF	$253,117		0.0%	3,700	0.1%	ETF
CVX Chevron	$248,640	$712,768 â–¼	-74.1%	1,500	0.1%	Energy
HAL Halliburton	$237,650	$135,800 â–²	133.3%	7,000	0.1%	Energy
SNPE Xtrackers S&P 500 Scored & Screened ETF	$228,891		0.0%	3,324	0.1%	ETF
COF Capital One Financial	$200,620	$200,620 â–²	New Holding	1,000	0.1%	Finance
TOST Toast	$194,740	$55,640 â–²	40.0%	7,000	0.1%	Finance
BUG Global X Cybersecurity ETF	$190,950		0.0%	5,000	0.1%	ETF
Cheniere Energy Inc	$143,406	$107,555 â–¼	-42.9%	600	0.1%	-
PMM Putnam Managed	$130,800		0.0%	20,000	0.1%	Finance
UNP Union Pacific	$130,288		0.0%	479	0.1%	Industrials
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$128,469		0.0%	5,100	0.1%	ETF
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$118,427		0.0%	4,600	0.0%	ETF
CASS Cass Information Systems	$102,640	$102,640 â–²	New Holding	2,000	0.0%	Finance
CCJ Cameco	$101,860		0.0%	1,000	0.0%	Energy
RKT Rocket Companies	$0	$276,800 â–¼	-100.0%	0	0.0%	Finance
VNQ Vanguard Real Estate ETF	$0	$131,753 â–¼	-100.0%	0	0.0%	ETF
COP ConocoPhillips	$0	$105,660 â–¼	-100.0%	0	0.0%	Energy
Palantir Technologies In Class A	$0	$104,040 â–¼	-100.0%	0	0.0%	-

Showing largest 100 holdings. View all holdings.

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Jupiter Wealth Management LLC Top Holdings and 13F Report (2026)

About Jupiter Wealth Management LLC

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Jupiter Wealth Management LLC Top Holdings and 13F Report (2026)

About Jupiter Wealth Management LLC

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 ofJupiter Wealth Management LLC

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