Jessup Wealth Management, Inc Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$302.5M

Holdings

385

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (385 positions)

StockValue
AMZNAmazon.com Inc
$35.0M
AAPLApple Inc
$25.8M
NVDANvidia Corp
$23.4M
GOOGLAlphabet Inc
$16.7M
JNKSPDR Bloomberg Barclays High yield Bond ETF
$12.9M
TSLATesla Inc
$11.5M
IEFiShares 7-10 Year Treasury Bond ETF
$11.0M
BABAAlibaba Group Holding Limited
$11.0M
KKRKkr & Co Inc
$10.1M
AMDAdvanced Micro Devices Inc
$9.3M
UNHUnitedHealth Group Inc
$8.8M
VXFVanguard Extended Market Index Fund ETF Shares
$8.7M
CQQQInvesco China Technology ETF
$7.0M
EQHEquitable Holdings Inc
$6.8M
MRKMerck & Co Inc
$6.5M
ELThe Estee Lauder Companies Inc
$6.3M
LNCLincoln National Corp
$5.9M
XLKState Street Technology Select Sector SPDR ETF
$5.7M
JPMJPMorgan Chase & Co
$5.6M
MUMicron Technology Inc
$5.0M
PGProcter & Gamble Co
$4.4M
MSFTMicrosoft Corp
$4.0M
COSTCostco Wholesale Corp
$3.3M
TMUST-Mobile U.S. Inc
$3.0M
IWMiShares Russell 2000 ETF
$2.7M
CMECME Group Inc
$2.5M
CRWDCrowdstrike Holdings Inc
$2.1M
GSThe Goldman Sachs Group Inc
$1.9M
CINFCincinnati Financial Corp
$1.9M
NUENucor Corp
$1.8M
PJANInnovator U.S. Equity Power Buffer ETF - January
$1.7M
VVisa Inc
$1.6M
JNJJohnson & Johnson
$1.6M
BRK/BBerkshire Hathaway Inc Cl B
$1.5M
SPYSPDR S&P 500 ETF
$1.4M
LLYEli Lilly & Co
$1.3M
SHOPShopify Inc
$1.3M
VOOVanguard S&P 500 ETF
$1.3M
XBIState Street SPDR S&P Biotech ETF
$1.1M
BOXXAlpha Architect 1-3 Month Box ETF
$883K
PMARInnovator S&P 500 Power Buffer ETF Mar
$830K
PNOVInnovator S&P 500 Power Buffer ETF Nov
$822K
BSJVInvesco Bulletshares 2031 High-Yield Corporate Bond ETF
$806K
SHWSherwin-Williams Co
$752K
PJULInnovator S&P 500 Power Buffer ETF Jul
$723K
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund
$722K
ARHSArhaus Inc
$692K
AMATApplied Materials Inc
$669K
MARMarriott International Inc
$651K
BABoeing Co
$609K
RSPInvesco S&P 500 Equal Weight ETF
$587K
SHViShares Short Treasury Bond ETF
$538K
UPSUnited Parcel Service Inc
$535K
ARKFARK Fintech Innovation ETF
$490K
PAUGInnovator S&P 500 Power Buffer ETF Aug
$467K
PLTRPalantir Technologies Inc Cl A
$450K
PSEPInnovator S&P 500 Power Buffer ETF Sep
$442K
PANWPalo Alto Networks Inc
$440K
GQ9SPDR Gold Shares
$410K
DFAXDimensional World Ex U.S. Core Equity ETF
$403K
CATCaterpillar Inc
$397K
TMOThermo Fisher Scientific Inc
$379K
SGOViShares 0-3 Month Treasury Bond ETF
$360K
CPNGCoupang Inc Cl A
$357K
SNASnap-On Inc
$335K
MCDMcDonald's Corp
$328K
GOOGAlphabet Inc Capital Stock Cl C
$307K
XOMExxon Mobil Corp
$307K
XLVState Street Health Care Select Sector SPDR ETF
$306K
AALAmerican Airlines Group Inc
$295K
ULTAUlta Beauty Inc
$285K
POCTInnovator S&P 500 Power Buffer ETF Oct
$276K
WFCWells Fargo & Co
$275K
CAOSAlpha Architect Tail Risk ETF
$238K
KOCoca-Cola Co.
$238K
AVGOBroadcom Inc
$228K
VEUVanguard FTSE All-World Ex-U.S. Index Fund ETF Shares
$219K
SNDKSandisk Corp
$217K
KWEBKraneShares Csi China Internet ETF
$215K
DUKDuke Energy Corp Com
$203K
DISThe Walt Disney Co
$203K
TSMTaiwan Semiconductor Manufacturing Co Limited
$202K
SUBiShares Short-Term National Municipal Bond ETF
$201K
MAMastercard Inc
$193K
PYPLPaypal Holdings Inc
$179K
QCOMQualcomm Inc
$178K
PDECInnovator S&P 500 Power Buffer ETF Dec
$167K
FFord Motor Co
$165K
AXPAmerican Express Co
$163K
BLKBlackRock Inc
$160K
XLFState Street Financial Select Sector SPDR ETF
$158K
SFDSmithfield Foods Inc
$157K
HSYThe Hershey Co
$149K
INTUIntuit Inc
$143K
WMBWilliams Companies Inc
$142K
FTECFidelity MSCI Information Technology Index ETF
$142K
RTXRtx Corp
$138K
ORCLOracle Corp
$137K
SXIStandex International Corp
$135K
INDAiShares MSCI India ETF
$134K
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