Institutional
Jupiter Wealth Management LLC
CIK 0001774207
$253.0M
Reported AUM
90
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Jupiter Wealth Management LLC · Q1 2026
AI · grounded in 13F
Jupiter Wealth Management LLC reduced its position in VOO by 35.81%. The fund also trimmed holdings in NKE by 23.41% and GLD by 19.44%. On the buy side, the manager established a new position in XNEAX worth $2.78M and increased its stake in AMZN by 13.09%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $355.99 | 6.69% | 85.11% | 143.37% | $38.3M | 15.15% | — | HELD |
| 2 | NVDA | Nvidia Corporation | $201.19 | 3.15% | 12.42% | 774.16% | $15.9M | 6.28% | — | HELD |
| 3 | AAPL | Apple Inc Com | $310.42 | -6.90% | 53.24% | 108.42% | $15.7M | 6.21% | — | HELD |
| 4 | MSFT | Microsoft | $465.00 | 3.08% | -10.62% | 60.10% | $14.3M | 5.65% | — | HELD |
| 5 | AVGO | Broadcom Inc Com | $389.53 | 0.44% | 35.65% | 758.72% | $12.6M | 4.98% | — | HELD |
| 6 | MS | Morgan Stanley Com | $210.56 | 0.24% | 53.60% | 134.58% | $11.1M | 4.39% | — | HELD |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $746.85 | 0.70% | 20.62% | 75.74% | $10.9M | 4.31% | — | HELD |
| 8 | AMZN | Amazon.Com Inc | $271.42 | 15.25% | 9.66% | 35.70% | $9.8M | 3.87% | — | HELD |
| 9 | BRK/A | Berkshire Hathaway | — | — | — | — | $8.0M | 3.16% | — | HELD |
| 10 | XLE | Energy Select Sector SPDR ETF IV | $59.55 | 1.00% | 42.07% | 192.25% | $6.0M | 2.36% | — | HELD |
| 11 | TSM | Taiwan Semiconductor | $404.31 | 0.25% | 73.36% | 267.64% | $5.8M | 2.29% | — | HELD |
| 12 | MA | Mastercard Inc CL A | $573.38 | -0.69% | 3.76% | 71.76% | $4.9M | 1.94% | — | HELD |
| 13 | JNJ | Johnson & Johnson | $256.32 | 0.20% | 58.23% | 70.72% | $4.8M | 1.88% | — | HELD |
| 14 | META | Facebook Inc-Class A | $556.34 | 3.21% | -27.89% | 43.33% | $4.6M | 1.82% | — | HELD |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $50.91 | -0.02% | 2.45% | 12.05% | $4.6M | 1.81% | — | HELD |
| 16 | BRK/B | Berkshire Hathaway | — | — | — | — | $4.1M | 1.63% | — | HELD |
| 17 | CCK | Crown HLDGS Inc Com | $117.85 | -0.44% | 21.35% | 12.90% | $3.9M | 1.54% | — | HELD |
| 18 | HD | Home Depot | $331.99 | -0.41% | -8.42% | 15.74% | $3.9M | 1.54% | — | HELD |
| 19 | AMT | American Tower Corp | $173.36 | -0.63% | -16.09% | -31.43% | $3.4M | 1.36% | — | HELD |
| 20 | XMMO | Invesco S & P Midcap Momentum ETF | $154.29 | 0.22% | 20.46% | 83.85% | $2.9M | 1.15% | — | HELD |
| 21 | GS | Goldman Sachs Group | $1017.98 | -0.67% | 47.34% | 178.41% | $2.9M | 1.13% | — | HELD |
| 22 | XNEAX | Nuveen Amt Free QLTY | $11.22 | -0.36% | 0.00% | -27.42% | $2.8M | 1.10% | — | HELD |
| 23 | ITA | iShares US Aerospace Defense ETF | $239.56 | 0.60% | 22.90% | 135.14% | $2.8M | 1.09% | — | HELD |
| 24 | C | Citigroup Inc | $132.44 | 0.09% | 47.36% | 117.15% | $2.7M | 1.08% | — | HELD |
| 25 | MPC | Marathon Petroleum | $316.54 | 0.78% | 93.46% | 490.73% | $2.5M | 0.98% | — | HELD |
| 26 | ASML | Asml Holding NV | $1629.00 | -1.36% | 140.98% | 107.78% | $2.3M | 0.90% | — | HELD |
| 27 | NOBL | ProShares Trust S&P (500 Divid Aristocrats Etf) | $57.08 | -0.19% | 15.15% | 34.14% | $2.1M | 0.82% | — | HELD |
| 28 | PEP | Pepsico Inc | $139.56 | -0.46% | 4.65% | 5.03% | $1.9M | 0.74% | — | HELD |
| 29 | IWF | iShares Russell 1000 Growth ETF | $118.35 | 0.78% | 9.16% | 66.32% | $1.9M | 0.73% | — | HELD |
| 30 | GLD | SPDR Gold Trust | $371.53 | -1.49% | 22.01% | 122.26% | $1.8M | 0.71% | — | HELD |
| 31 | LLY | Eli Lilly And Co | $1148.35 | -0.57% | — | — | $1.8M | 0.70% | — | HELD |
| 32 | BAC | BK Of America Corp | $61.97 | 0.39% | — | — | $1.7M | 0.68% | — | HELD |
| 33 | MRK | Merck & Co Inc New | $130.22 | 0.33% | — | — | $1.6M | 0.62% | — | HELD |
| 34 | VOO | Vanguard S&P 500 ETF | $686.71 | 0.72% | — | — | $1.5M | 0.60% | — | HELD |
| 35 | WMT | Wal-Mart | $111.21 | 0.09% | — | — | $1.5M | 0.60% | — | HELD |
| 36 | BG | Bunge Global SA F | $106.24 | 1.11% | — | — | $1.5M | 0.60% | — | HELD |
| 37 | SCHD | Schwab US Dividend Equity ETF | $33.47 | 0.18% | — | — | $1.4M | 0.56% | — | HELD |
| 38 | GOOG | Alphabet Inc | $356.65 | 6.88% | — | — | $1.4M | 0.55% | — | HELD |
| 39 | JPC | Nuveen Preferred Income | $7.69 | 0.26% | — | — | $1.3M | 0.53% | — | HELD |
| 40 | LMT | Lockheed Martin Corp | $583.00 | 1.55% | — | — | $1.3M | 0.51% | — | HELD |
| 41 | PFE | Pfizer | $25.01 | 0.40% | — | — | $1.3M | 0.51% | — | HELD |
| 42 | SPYI | Neos S And P 500 High Income ETF | $52.86 | 0.65% | — | — | $1.2M | 0.48% | — | HELD |
| 43 | IWR | iShares Russell Mid Cap ETF | $109.68 | -0.29% | — | — | $1.2M | 0.46% | — | HELD |
| 44 | QYLD | Global X Nasdaq 100 Covered Call ETF | $17.74 | 0.65% | — | — | $1.1M | 0.44% | — | HELD |
| 45 | WMT2 | Wells Fargo Co New | — | — | — | — | $1.1M | 0.44% | — | HELD |
| 46 | CVX | Chevron Corp. | $196.85 | 2.36% | — | — | $1.1M | 0.43% | — | HELD |
| 47 | NKE | Nike Inc Class B Com | $41.72 | -1.36% | — | — | $1.1M | 0.42% | — | HELD |
| 48 | COST | Costco Wholesale | $951.89 | -0.24% | — | — | $1.0M | 0.40% | — | HELD |
| 49 | DVY | iShares Select Dividend ETF | $161.21 | -0.44% | — | — | $988K | 0.39% | — | HELD |
| 50 | XOM | ExxonMobil | $155.44 | -0.97% | — | — | $985K | 0.39% | — | HELD |
| 51 | NFLX | Netflix Com Inc Com | $71.69 | -2.02% | — | — | $911K | 0.36% | — | HELD |
| 52 | JEPI | JPMorgan Equity Premium Income ETF | $57.41 | 0.30% | — | — | $909K | 0.36% | — | HELD |
| 53 | RSG | Republic Services | $210.55 | -0.37% | — | — | $901K | 0.36% | — | HELD |
| 54 | CCI | Crown Castle Intl | $76.30 | -0.27% | — | — | $896K | 0.35% | — | HELD |
| 55 | QQQ | Invsc QQQ Trust SRS 1 ETF IV | $688.22 | 0.68% | — | — | $893K | 0.35% | — | HELD |
| 56 | VXUS | Vanguard Total Interntl Stock ETF IV | $84.59 | -0.21% | — | — | $839K | 0.33% | — | HELD |
| 57 | MCD | Mcdonald S Corp | $270.67 | 0.83% | — | — | $827K | 0.33% | — | HELD |
| 58 | MU | Micron Technology | $823.03 | -5.90% | — | — | $804K | 0.32% | — | HELD |
| 59 | CAT | Caterpillar | $815.28 | 0.76% | — | — | $729K | 0.29% | — | HELD |
| 60 | PSX | Phillips 66 Com | $211.68 | 0.51% | — | — | $722K | 0.29% | — | HELD |
| 61 | DIS | Walt Disney | $96.22 | 0.06% | — | — | $673K | 0.27% | — | HELD |
| 62 | ITB | iShares TR US Home (cons Etf) | $94.34 | -1.18% | — | — | $667K | 0.26% | — | HELD |
| 63 | IWO | iShares Russell (2000 Growth Etf) | $370.67 | -0.75% | — | — | $621K | 0.25% | — | HELD |
| 64 | JPM | JPMorgan Chase | $351.86 | 0.29% | — | — | $542K | 0.21% | — | HELD |
| 65 | AMGN | Amgen Inc | $385.16 | -0.64% | — | — | $505K | 0.20% | — | HELD |
| 66 | PH | Parker-Hannifin Corp | $976.53 | 1.43% | — | — | $499K | 0.20% | — | HELD |
| 67 | MDT | Medtronic PLC | $85.39 | -0.37% | — | — | $457K | 0.18% | — | HELD |
| 68 | SCHI | Schwab 5-10 Year Corporate Bond ETF | $22.26 | -0.18% | — | — | $452K | 0.18% | — | HELD |
| 69 | CRSP | Crispr Therapeutics | $47.99 | -0.93% | — | — | $448K | 0.18% | — | HELD |
| 70 | LRCX | Lam Research Corp | $293.02 | -1.58% | — | — | $443K | 0.18% | — | HELD |
| 71 | VIG | Vanguard Dividend Appreciation ETF | $239.14 | -0.38% | — | — | $416K | 0.16% | — | HELD |
| 72 | NLY | Annaly Capital MGMT REIT | $22.72 | -1.56% | — | — | $404K | 0.16% | — | HELD |
| 73 | GPIX | Goldman Sachs S P 500 Cre PRM ETF IV | $55.38 | 0.62% | — | — | $325K | 0.13% | — | HELD |
| 74 | NFJ | Virtus Divid Int & P | $15.22 | 0.40% | — | — | $312K | 0.12% | — | HELD |
| 75 | AFB | Alliancebernstein NTNL M | $10.88 | -0.27% | — | — | $302K | 0.12% | — | HELD |
| 76 | RKT | Rocket Companies Cla A Class A | $12.90 | -2.71% | — | — | $277K | 0.11% | — | HELD |
| 77 | LNG | Cheniere Energy Inc | $263.71 | 2.19% | — | — | $251K | 0.10% | — | HELD |
| 78 | EEM | iShares MSCI Emerging Markets ETF | $64.09 | 0.79% | — | — | $249K | 0.10% | — | HELD |
| 79 | SNPE | DBX ETF TR Xtrackers (S&P) | $68.60 | 0.99% | — | — | $226K | 0.09% | — | HELD |
| 80 | BUG | Global X Cybersecurity ETF | $38.08 | 1.52% | — | — | $153K | 0.06% | — | HELD |
| 81 | VNQ | Vanguard Real Estate ETF | $98.95 | -0.54% | — | — | $132K | 0.05% | — | HELD |
| 82 | IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $24.86 | -0.16% | — | — | $128K | 0.05% | — | HELD |
| 83 | UNP | Union Pacific Corp | $292.12 | 0.92% | — | — | $127K | 0.05% | — | HELD |
| 84 | PMM | Putnam Managed Mun | $6.24 | -0.48% | — | — | $126K | 0.05% | — | HELD |
| 85 | HAL | Halliburton Co | $32.25 | 1.93% | — | — | $123K | 0.05% | — | HELD |
| 86 | IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $25.34 | -0.14% | — | — | $118K | 0.05% | — | HELD |
| 87 | CCJ | Cameco Corp F | $86.38 | -2.10% | — | — | $115K | 0.05% | — | HELD |
| 88 | TOST | Toast Inc Class Class A | $32.26 | -1.80% | — | — | $112K | 0.04% | — | HELD |
| 89 | COP | Conocophillips Com | $120.48 | 1.22% | — | — | $106K | 0.04% | — | HELD |
| 90 | PLTR | Palantir Technologies In Class A | $123.06 | 0.65% | — | — | $104K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001774207-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.