Jupiter Wealth Management LLC
CIK: 0001774207Latest portfolio: $224.6M · Q4 2025
Holdings
84
Total Value
$224.6M
New Positions
5
Closed Positions
13
Top Holdings
View All 84 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 93,474 | $28.9M | 12.86% | -4,865 | |
| 2 | MSFTMicrosoft | 37,241 | $15.0M | 6.66% | +5K | |
| 3 | AAPLApple Inc Com | 49,730 | $13.0M | 5.80% | +2K | |
| 4 | NVDANvidia Corporation | 67,996 | $12.7M | 5.66% | -635 | |
| 5 | SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14,292 | $9.7M | 4.34% | +603 | |
| 6 | DWDMorgan Stanley Com | 55,688 | $9.4M | 4.17% | +3K | |
| 7 | AVGOBroadcom Inc Com | 27,728 | $9.2M | 4.09% | +4K | |
| 8 | BRK-BBerkshire Hathaway | 11 | $8.2M | 3.67% | — | |
| 9 | AMZNAmazon.Com Inc | 32,078 | $6.4M | 2.85% | +5K | |
| 10 | MAMastercard Inc CL A | 10,991 | $5.8M | 2.58% | +850 | |
| 11 | TSMTaiwan Semiconductor | 14,517 | $5.3M | 2.38% | +1K | |
| 12 | XLEEnergy Select Sector SPDR ETF IV | 96,962 | $5.2M | 2.33% | +43K | |
| 13 | JNJJohnson & Johnson | 20,696 | $5.1M | 2.25% | +981 | |
| 14 | HDHome Depot | 12,960 | $5.1M | 2.25% | +388 | |
| 15 | METAFacebook Inc-Class A | 7,670 | $5.0M | 2.22% | +330 | |
| 16 | JMSTJPMorgan Ultra SHRT Muncipl Incm ETF | 90,000 | $4.6M | 2.05% | +10K | |
| 17 | CCKCrown HLDGS Inc Com | 39,005 | $4.3M | 1.92% | -100 | |
| 18 | BRK/BBerkshire Hathaway | 8,403 | $4.2M | 1.87% | +683 | |
| 19 | AMTAmerican Tower Corp | 19,838 | $3.7M | 1.66% | — | |
| 20 | ITA*iShares US Aerospace Defense ETF | 12,249 | $2.8M | 1.27% | — | |
| 21 | GSGoldman Sachs Group | 3,000 | $2.7M | 1.21% | — | |
| 22 | TRVCCitigroup Inc | 22,000 | $2.4M | 1.09% | +25 | |
| 23 | XMMOInvesco S & P Midcap Momentum ETF | 16,800 | $2.4M | 1.08% | — | |
| 24 | GQ9SPDR Gold Trust | 5,145 | $2.3M | 1.03% | +4K | |
| 25 | NOBLProShares Trust S&P (500 Divid Aristocrats Etf) | 19,475 | $2.2M | 0.98% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.736579752344598e+95T)
Technology0.0% ($1.4964130151271192e+35T)
Unknown0.0% ($9.358824442012847e+25T)
Healthcare0.0% ($5061190416451374.0T)
Consumer Cyclical0.0% ($6402505743.1T)
Communication Services0.0% ($2888349841.1T)
Energy0.0% ($1980749.4T)
Industrials0.0% ($1593977.6T)
Consumer Defensive0.0% ($209015.5T)
Real Estate0.0% ($3.7B)
Filing History
Fund Information
Jupiter Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $224.6M across 84 holdings. The largest position is Alphabet Inc (GOOGL), representing 12.9% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.