Jupiter Wealth Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$224.6M
Holdings
84
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 93,474 | $28.9M | 12.86% | |
| 2 | MSFTMicrosoft | 37,241 | $15.0M | 6.66% | |
| 3 | AAPLApple Inc Com | 49,730 | $13.0M | 5.80% | |
| 4 | NVDANvidia Corporation | 67,996 | $12.7M | 5.66% | |
| 5 | SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14,292 | $9.7M | 4.34% | |
| 6 | DWDMorgan Stanley Com | 55,688 | $9.4M | 4.17% | |
| 7 | AVGOBroadcom Inc Com | 27,728 | $9.2M | 4.09% | |
| 8 | BRK-BBerkshire Hathaway | 11 | $8.2M | 3.67% | |
| 9 | AMZNAmazon.Com Inc | 32,078 | $6.4M | 2.85% | |
| 10 | MAMastercard Inc CL A | 10,991 | $5.8M | 2.58% | |
| 11 | TSMTaiwan Semiconductor | 14,517 | $5.3M | 2.38% | |
| 12 | XLEEnergy Select Sector SPDR ETF IV | 96,962 | $5.2M | 2.33% | |
| 13 | JNJJohnson & Johnson | 20,696 | $5.1M | 2.25% | |
| 14 | HDHome Depot | 12,960 | $5.1M | 2.25% | |
| 15 | METAFacebook Inc-Class A | 7,670 | $5.0M | 2.22% | |
| 16 | JMSTJPMorgan Ultra SHRT Muncipl Incm ETF | 90,000 | $4.6M | 2.05% | |
| 17 | CCKCrown HLDGS Inc Com | 39,005 | $4.3M | 1.92% | |
| 18 | BRK/BBerkshire Hathaway | 8,403 | $4.2M | 1.87% | |
| 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% | |
| 23 | XMMOInvesco S & P Midcap Momentum ETF | 16,800 | $2.4M | 1.08% | |
| 24 | GQ9SPDR Gold Trust | 5,145 | $2.3M | 1.03% | |
| 25 | NOBLProShares Trust S&P (500 Divid Aristocrats Etf) | 19,475 | $2.2M | 0.98% | |
| 26 | VOOVanguard S&P 500 ETF | 3,491 | $2.2M | 0.97% | |
| 27 | PEPPepsico Inc | 12,500 | $2.1M | 0.93% | |
| 28 | NKENike Inc Class B Com | 32,646 | $2.0M | 0.89% | |
| 29 | MPCMarathon Petroleum | 10,000 | $2.0M | 0.88% | |
| 30 | BACBK Of America Corp | 36,600 | $1.9M | 0.86% | |
| 31 | LLYEli Lilly And Co | 1,834 | $1.9M | 0.85% | |
| 32 | ASMLAsml Holding NV | 1,210 | $1.7M | 0.76% | |
| 33 | IWFiShares Russell 1000 Growth ETF | 3,735 | $1.7M | 0.75% | |
| 34 | MRKMerck & Co Inc New | 13,800 | $1.6M | 0.73% | |
| 35 | LMTLockheed Martin Corp | 2,500 | $1.6M | 0.71% | |
| 36 | WMTWal-Mart | 11,632 | $1.6M | 0.69% | |
| 37 | BGBunge Global SA F | 12,058 | $1.5M | 0.65% | |
| 38 | SCHDSchwab US Dividend Equity ETF | 45,000 | $1.4M | 0.63% | |
| 39 | 8CWCrown Castle Intl | 16,000 | $1.4M | 0.63% | |
| 40 | PFEPfizer | 50,050 | $1.4M | 0.61% | |
| 41 | WFCWells Fargo Co New | 15,000 | $1.3M | 0.58% | |
| 42 | SPYINeos S And P 500 High Income ETF | 22,679 | $1.2M | 0.53% | |
| 43 | IWRiShares Russell Mid Cap ETF | 11,000 | $1.1M | 0.49% | |
| 44 | QYLDGlobal X Nasdaq 100 Covered Call ETF | 62,034 | $1.1M | 0.48% | |
| 45 | GOOGAlphabet Inc | 3,500 | $1.1M | 0.48% | |
| 46 | AQLTiShares Select Dividend ETF | 6,496 | $1.0M | 0.45% | |
| 47 | COSTCostco Wholesale | 984 | $982K | 0.44% | |
| 48 | RSGRepublic Services | 4,425 | $977K | 0.44% | |
| 49 | JEPIJPMorgan Equity Premium Income ETF | 16,250 | $958K | 0.43% | |
| 50 | ITBiShares TR US Home (cons Etf) | 7,500 | $843K | 0.38% | |
| 51 | VXUSVanguard Total Interntl Stock ETF IV | 9,865 | $810K | 0.36% | |
| 52 | XOMExxonMobil | 5,000 | $749K | 0.33% | |
| 53 | NFLXNetflix Com Inc Com | 9,200 | $697K | 0.31% | |
| 54 | MCDMcdonald S Corp | 2,000 | $664K | 0.30% | |
| 55 | DISWalt Disney | 6,418 | $657K | 0.29% | |
| 56 | CATCaterpillar | 808 | $612K | 0.27% | |
| 57 | MDTMedtronic PLC | 6,000 | $605K | 0.27% | |
| 58 | IWOiShares Russell (2000 Growth Etf) | 1,683 | $557K | 0.25% | |
| 59 | PHParker-Hannifin Corp | 565 | $554K | 0.25% | |
| 60 | AMGNAmgen Inc | 1,500 | $549K | 0.24% | |
| 61 | JPMJPMorgan Chase | 1,804 | $545K | 0.24% | |
| 62 | CRSPCrispr Therapeutics | 8,500 | $415K | 0.18% | |
| 63 | VIGVanguard Dividend Appreciation ETF | 1,821 | $412K | 0.18% | |
| 64 | NLYAnnaly Capital MGMT REIT | 17,696 | $405K | 0.18% | |
| 65 | PSXPhillips 66 Com | 2,250 | $351K | 0.16% | |
| 66 | LRCXLam Research Corp | 1,500 | $346K | 0.15% | |
| 67 | CVXChevron Corp. | 1,750 | $319K | 0.14% | |
| 68 | COFCapital One FC | 1,500 | $310K | 0.14% | |
| 69 | GPIXGoldman Sachs S P 500 Cre PRM ETF IV | 5,889 | $307K | 0.14% | |
| 70 | NDQInvsc QQQ Trust SRS 1 ETF IV | 500 | $300K | 0.13% | |
| 71 | ZSZscaler Inc | 1,750 | $299K | 0.13% | |
| 72 | PANWPalo Alto Networks | 1,500 | $244K | 0.11% | |
| 73 | EEMiShares MSCI Emerging Markets ETF | 3,775 | $229K | 0.10% | |
| 74 | VVisa Inc Com CL A | 500 | $162K | 0.07% | |
| 75 | BUGGlobal X Cybersecurity ETF | 5,000 | $135K | 0.06% | |
| 76 | IBDXiShares iBonds Dec 2032 Term Corporate ETF | 5,100 | $130K | 0.06% | |
| 77 | LNGCheniere Energy Inc | 600 | $130K | 0.06% | |
| 78 | TOSTToast Inc Class Class A | 5,000 | $130K | 0.06% | |
| 79 | PLTRPalantir Technologies In Class A | 1,000 | $129K | 0.06% | |
| 80 | VNQVanguard Real Estate ETF | 1,374 | $128K | 0.06% | |
| 81 | UNPUnion Pacific Corp | 479 | $125K | 0.06% | |
| 82 | IBDYiShares iBonds Dec 2033 Term Corporate ETF | 4,600 | $120K | 0.05% | |
| 83 | SNPEDBX ETF TR Xtrackers (S&P) | 1,737 | $109K | 0.05% | |
| 84 | CRWDCrowdstrike HLDGS | 250 | $102K | 0.05% |