Jupiter Wealth Management LLC

13F filer · CIK 0001774207

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$250MU.S. long equity reported on 13F

Positions706 new · 3 closed

Net flow last quarter+$2.51MBuys minus sells

Top 10 positions weight54.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202670 positions
GOOGLAlphabet Inc.	$33.7M	13.48%	0.00%	-0.9%	Q1 2019
AAPLApple Inc.	$15.3M	6.12%	0.00%	+0.6%	Q1 2019
NVDANvidia Corp	$14.2M	5.67%	0.00%	+0.8%	Q2 2021
MSFTMicrosoft Corp	$13.2M	5.26%	0.00%	-0.1%	Q2 2019
MSMorgan Stanley	$12.3M	4.92%	0.00%	+2.7%	Q1 2020
AVGOBroadcom Inc.	$11.3M	4.51%	0.00%	-1.2%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$11.1M	4.44%	Not reported	+1.0%	Q1 2019
AMZNAmazon Com Inc	$8.4M	3.36%	0.00%	-2.9%	Q1 2019
BRK.ABerkshire Hathaway Inc	$8.24M	3.30%	Not reported	Not reported	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.37M	2.95%	0.00%	+6.2%	Q4 2020
MAMastercard Inc	$5.34M	2.13%	0.00%	+4.0%	Q1 2019
JNJJohnson & Johnson	$5.26M	2.10%	0.00%	Not reported	Q1 2019
HDHome Depot, Inc.	$4.65M	1.86%	0.00%	+2.5%	Q1 2019
CCKCrown Holdings, Inc.	$4.36M	1.74%	0.03%	Not reported	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.26M	1.70%	Not reported	Not reported	Q1 2019
METAMeta Platforms, Inc.	$4.11M	1.64%	Not reported	-2.3%	Q1 2019
CCitigroup Inc	$3.4M	1.36%	0.00%	+10.5%	Q1 2019
ASMLAsml Holding NV	$3.17M	1.27%	0.00%	+10.4%	Q2 2021
AMTAmerican Tower Corp	$3.15M	1.26%	0.00%	-3.0%	Q1 2019
GSGoldman Sachs Group Inc	$3.03M	1.21%	0.00%	Not reported	Q2 2019
NEANuveen AMT-Free Quality Municipal Income Fund	$2.82M	1.13%	Not reported	Not reported	Q1 2019
MPCMarathon Petroleum Corp	$2.56M	1.02%	0.00%	Not reported	Q2 2021
LLYELI LILLY & Co	$2.5M	1.00%	0.00%	+20.1%	Q1 2019
NOBLNoble International, Ltd.	$2.18M	0.87%	Not reported	Not reported	Q1 2020
BACBank of America Corp	$2.09M	0.83%	0.00%	+5.8%	Q1 2019
MRKMerck & Co., Inc.	$1.77M	0.71%	0.00%	Not reported	Q1 2019
PEPPepsico Inc	$1.69M	0.68%	0.00%	Not reported	Q1 2019
JPCNuveen Preferred & Income Opportunities Fund	$1.33M	0.53%	Not reported	Not reported	Q3 2023
MUMicron Technology Inc	$1.33M	0.53%	0.00%	+15.0%	Q2 2019
WMTWalmart Inc.	$1.32M	0.53%	0.00%	Not reported	Q4 2020
BGBunge Global SA	$1.29M	0.51%	0.01%	Not reported	Q1 2020
LMTLockheed Martin Corp	$1.27M	0.51%	0.00%	Not reported	Q1 2019
WFCWells Fargo & Company	$1.24M	0.50%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$1.24M	0.49%	Not reported	Not reported	Q1 2019
DRAMU.S. Gold Corp.	$1.14M	0.46%	Not reported	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$1.07M	0.43%	Not reported	+16.0%	Q2 2025
NKENIKE, Inc.	$1.03M	0.41%	0.00%	Not reported	Q1 2019
GLDSPDR Gold Trust	$974K	0.39%	0.00%	-36.2%	Q3 2019
MCDMcdonalds Corp	$946K	0.38%	0.00%	+16.7%	Q3 2020
RSGRepublic Services, Inc.	$943K	0.38%	0.00%	Not reported	Q2 2023
PFEPfizer Inc	$936K	0.37%	0.00%	-22.4%	Q1 2019
XOMExxonMobil Holdings Corp	$889K	0.36%	0.00%	Not reported	Q1 2019
CATCaterpillar Inc	$860K	0.34%	0.00%	Not reported	Q3 2021
COSTCostco Wholesale Corp	$822K	0.33%	0.00%	-10.7%	Q1 2024
CCICrown Castle Inc.	$757K	0.30%	0.00%	Not reported	Q1 2019
PSXPhillips 66	$710K	0.28%	0.00%	Not reported	Q1 2019
NFLXNetflix Inc	$657K	0.26%	0.00%	-11.5%	Q1 2019
LRCXLam Research Corp	$650K	0.26%	0.00%	Not reported	Q3 2023
APHAmphenol Corp	$617K	0.25%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$591K	0.24%	0.00%	Not reported	Q1 2019

Q1 2026Reported May 14, 202667 positions
GOOGLAlphabet Inc.	$38.3M	15.15%	0.00%	+1.8%	Q1 2019
NVDANvidia Corp	$15.9M	6.28%	0.00%	+3.4%	Q2 2021
AAPLApple Inc.	$15.7M	6.21%	0.00%	+5.7%	Q1 2019
MSFTMicrosoft Corp	$14.3M	5.65%	0.00%	-5.3%	Q2 2019
AVGOBroadcom Inc.	$12.6M	4.98%	0.00%	+9.0%	Q3 2020
MSMorgan Stanley	$11.1M	4.39%	0.00%	+2.8%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$10.9M	4.31%	Not reported	+2.9%	Q1 2019
AMZNAmazon Com Inc	$9.8M	3.87%	0.00%	+13.1%	Q1 2019
BRK.ABerkshire Hathaway Inc	$8M	3.16%	Not reported	Not reported	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.8M	2.29%	0.00%	Not reported	Q4 2020
MAMastercard Inc	$4.9M	1.94%	0.00%	-9.1%	Q1 2019
JNJJohnson & Johnson	$4.77M	1.88%	0.00%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$4.61M	1.82%	Not reported	-2.6%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.13M	1.63%	Not reported	+1.2%	Q1 2019
CCKCrown Holdings, Inc.	$3.91M	1.54%	0.03%	Not reported	Q1 2019
HDHome Depot, Inc.	$3.9M	1.54%	0.00%	-0.6%	Q1 2019
AMTAmerican Tower Corp	$3.45M	1.36%	0.00%	Not reported	Q1 2019
GSGoldman Sachs Group Inc	$2.87M	1.13%	0.00%	Not reported	Q2 2019
NEANuveen AMT-Free Quality Municipal Income Fund	$2.78M	1.10%	Not reported	Not reported	Q1 2019
CCitigroup Inc	$2.73M	1.08%	0.00%	Not reported	Q1 2019
MPCMarathon Petroleum Corp	$2.49M	0.98%	0.00%	Not reported	Q2 2021
ASMLAsml Holding NV	$2.29M	0.90%	0.00%	+19.4%	Q2 2021
NOBLNoble International, Ltd.	$2.06M	0.82%	Not reported	-0.2%	Q1 2020
PEPPepsico Inc	$1.87M	0.74%	0.00%	Not reported	Q1 2019
GLDSPDR Gold Trust	$1.78M	0.71%	0.00%	-19.4%	Q3 2019
LLYELI LILLY & Co	$1.76M	0.70%	0.00%	-5.3%	Q1 2019
BACBank of America Corp	$1.72M	0.68%	0.00%	-5.5%	Q1 2019
MRKMerck & Co., Inc.	$1.57M	0.62%	0.00%	Not reported	Q1 2019
WMTWalmart Inc.	$1.53M	0.60%	0.00%	Not reported	Q4 2020
BGBunge Global SA	$1.52M	0.60%	0.01%	Not reported	Q1 2020
GOOGAlphabet Inc.	$1.4M	0.55%	Not reported	Not reported	Q1 2019
JPCNuveen Preferred & Income Opportunities Fund	$1.35M	0.53%	Not reported	Not reported	Q3 2023
LMTLockheed Martin Corp	$1.3M	0.51%	0.00%	Not reported	Q1 2019
PFEPfizer Inc	$1.3M	0.51%	0.00%	Not reported	Q1 2019
WFCWells Fargo & Company	$1.1M	0.44%	0.00%	Not reported	Q2 2020
CVXChevron Corp	$1.08M	0.43%	0.00%	+231.4%	Q1 2019
NKENIKE, Inc.	$1.06M	0.42%	0.00%	-23.4%	Q1 2019
COSTCostco Wholesale Corp	$1.02M	0.40%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$985K	0.39%	0.00%	+30.0%	Q1 2019
NFLXNetflix Inc	$911K	0.36%	0.00%	+13.0%	Q1 2019
RSGRepublic Services, Inc.	$901K	0.36%	0.00%	Not reported	Q2 2023
CCICrown Castle Inc.	$896K	0.35%	0.00%	-37.5%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$893K	0.35%	Not reported	+150.0%	Q2 2025
MCDMcdonalds Corp	$827K	0.33%	0.00%	+50.0%	Q3 2020
MUMicron Technology Inc	$804K	0.32%	0.00%	Not reported	Q2 2019
CATCaterpillar Inc	$729K	0.29%	0.00%	Not reported	Q3 2021
PSXPhillips 66	$722K	0.29%	0.00%	+86.7%	Q1 2019
DISWalt Disney Co	$673K	0.27%	0.00%	Not reported	Q1 2019
JPMJPMorgan Chase & Co	$542K	0.21%	0.00%	Not reported	Q1 2019
AMGNAmgen Inc	$505K	0.20%	0.00%	Not reported	Q2 2024

Q4 2025Reported Feb 13, 202661 positions
GOOGLAlphabet Inc.	$28.9M	12.86%	0.00%	-5.0%	Q1 2019
MSFTMicrosoft Corp	$15M	6.66%	0.00%	+15.6%	Q2 2019
AAPLApple Inc.	$13M	5.80%	0.00%	+4.6%	Q1 2019
NVDANvidia Corp	$12.7M	5.66%	0.00%	-0.9%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$9.74M	4.34%	Not reported	+4.4%	Q1 2019
MSMorgan Stanley	$9.36M	4.17%	0.00%	+4.9%	Q1 2020
AVGOBroadcom Inc.	$9.18M	4.09%	0.00%	+15.4%	Q3 2020
BRK.ABerkshire Hathaway Inc	$8.24M	3.67%	Not reported	Not reported	Q1 2019
AMZNAmazon Com Inc	$6.4M	2.85%	0.00%	+19.8%	Q1 2019
MAMastercard Inc	$5.8M	2.58%	0.00%	+8.4%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.34M	2.38%	0.00%	+9.9%	Q4 2020
JNJJohnson & Johnson	$5.06M	2.25%	0.00%	+5.0%	Q1 2019
HDHome Depot, Inc.	$5.06M	2.25%	0.00%	+3.1%	Q1 2019
METAMeta Platforms, Inc.	$4.98M	2.22%	Not reported	+4.5%	Q1 2019
CCKCrown Holdings, Inc.	$4.31M	1.92%	0.03%	-0.3%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.2M	1.87%	Not reported	+8.9%	Q1 2019
AMTAmerican Tower Corp	$3.73M	1.66%	0.00%	Not reported	Q1 2019
GSGoldman Sachs Group Inc	$2.71M	1.21%	0.00%	Not reported	Q2 2019
CCitigroup Inc	$2.45M	1.09%	0.00%	+0.1%	Q1 2019
GLDSPDR Gold Trust	$2.32M	1.03%	0.00%	+308.3%	Q3 2019
NOBLNoble International, Ltd.	$2.21M	0.98%	Not reported	Not reported	Q1 2020
PEPPepsico Inc	$2.09M	0.93%	0.00%	Not reported	Q1 2019
NKENIKE, Inc.	$1.99M	0.89%	0.00%	-8.8%	Q1 2019
MPCMarathon Petroleum Corp	$1.98M	0.88%	0.00%	Not reported	Q2 2021
BACBank of America Corp	$1.92M	0.86%	0.00%	Not reported	Q1 2019
LLYELI LILLY & Co	$1.9M	0.85%	0.00%	+12.9%	Q1 2019
ASMLAsml Holding NV	$1.7M	0.76%	0.00%	-29.2%	Q2 2021
MRKMerck & Co., Inc.	$1.65M	0.73%	0.00%	Not reported	Q1 2019
LMTLockheed Martin Corp	$1.59M	0.71%	0.00%	Not reported	Q1 2019
WMTWalmart Inc.	$1.55M	0.69%	0.00%	-1.7%	Q4 2020
BGBunge Global SA	$1.47M	0.65%	0.01%	Not reported	Q1 2020
CCICrown Castle Inc.	$1.4M	0.63%	0.00%	Not reported	Q1 2019
PFEPfizer Inc	$1.37M	0.61%	0.00%	+53.5%	Q1 2019
WFCWells Fargo & Company	$1.29M	0.58%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$1.08M	0.48%	Not reported	Not reported	Q1 2019
COSTCostco Wholesale Corp	$983K	0.44%	0.00%	+34.1%	Q1 2024
RSGRepublic Services, Inc.	$977K	0.44%	0.00%	+20.4%	Q2 2023
XOMExxonMobil Holdings Corp	$750K	0.33%	0.00%	Not reported	Q1 2019
NFLXNetflix Inc	$698K	0.31%	0.00%	-20.0%	Q1 2019
MCDMcdonalds Corp	$664K	0.30%	0.00%	Not reported	Q3 2020
DISWalt Disney Co	$657K	0.29%	0.00%	-31.8%	Q1 2019
CATCaterpillar Inc	$613K	0.27%	0.00%	Not reported	Q3 2021
MDTMedtronic plc	$605K	0.27%	0.00%	Not reported	Q3 2020
PHParker-Hannifin Corp	$555K	0.25%	0.00%	+182.5%	Q1 2024
AMGNAmgen Inc	$549K	0.24%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$546K	0.24%	0.00%	Not reported	Q1 2019
CRSPCRISPR Therapeutics AG	$416K	0.19%	0.01%	Not reported	Q1 2019
NLYAnnaly Capital Management Inc	$406K	0.18%	0.00%	+6.5%	Q4 2021
PSXPhillips 66	$352K	0.16%	0.00%	+45.2%	Q1 2019
LRCXLam Research Corp	$347K	0.15%	0.00%	Not reported	Q3 2023

Q3 2025Reported Nov 14, 202568 positions
GOOGLAlphabet Inc.	$23.9M	11.30%	0.00%	-0.5%	Q1 2019
MSFTMicrosoft Corp	$16.7M	7.89%	0.00%	-1.6%	Q2 2019
NVDANvidia Corp	$12.8M	6.05%	0.00%	+0.9%	Q2 2021
AAPLApple Inc.	$12.1M	5.72%	0.00%	+1.2%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$9.12M	4.31%	Not reported	+1.1%	Q1 2019
MSMorgan Stanley	$8.44M	3.99%	0.00%	+0.5%	Q1 2020
BRK.ABerkshire Hathaway Inc	$8.3M	3.92%	Not reported	Not reported	Q1 2019
AVGOBroadcom Inc.	$7.93M	3.75%	0.00%	+4.0%	Q3 2020
AMZNAmazon Com Inc	$5.88M	2.78%	0.00%	+13.7%	Q1 2019
MAMastercard Inc	$5.77M	2.73%	0.00%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$5.39M	2.55%	Not reported	Not reported	Q1 2019
HDHome Depot, Inc.	$5.09M	2.41%	0.00%	Not reported	Q1 2019
BRK.BBerkshire Hathaway Inc	$3.88M	1.83%	Not reported	+2.7%	Q1 2019
AMTAmerican Tower Corp	$3.82M	1.80%	0.00%	Not reported	Q1 2019
CCKCrown Holdings, Inc.	$3.78M	1.78%	0.03%	Not reported	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.69M	1.74%	0.00%	+6.6%	Q4 2020
JNJJohnson & Johnson	$3.66M	1.73%	0.00%	+2.9%	Q1 2019
NKENIKE, Inc.	$2.5M	1.18%	0.00%	Not reported	Q1 2019
GSGoldman Sachs Group Inc	$2.39M	1.13%	0.00%	Not reported	Q2 2019
CCitigroup Inc	$2.23M	1.05%	0.00%	+9.9%	Q1 2019
NOBLNoble International, Ltd.	$2.01M	0.95%	Not reported	Not reported	Q1 2020
MPCMarathon Petroleum Corp	$1.93M	0.91%	0.00%	Not reported	Q2 2021
BACBank of America Corp	$1.89M	0.89%	0.00%	+5.8%	Q1 2019
PEPPepsico Inc	$1.76M	0.83%	0.00%	Not reported	Q1 2019
ASMLAsml Holding NV	$1.66M	0.78%	0.00%	+36.8%	Q2 2021
CCICrown Castle Inc.	$1.54M	0.73%	0.00%	Not reported	Q1 2019
PHMPultegroup Inc	$1.44M	0.68%	0.01%	+10.1%	Q1 2023
NFLXNetflix Inc	$1.38M	0.65%	0.00%	Not reported	Q1 2019
WFCWells Fargo & Company	$1.26M	0.59%	0.00%	Not reported	Q2 2020
LMTLockheed Martin Corp	$1.25M	0.59%	0.00%	Not reported	Q1 2019
LLYELI LILLY & Co	$1.24M	0.59%	0.00%	Not reported	Q1 2019
WMTWalmart Inc.	$1.22M	0.58%	0.00%	Not reported	Q4 2020
KBHKB Home	$1.18M	0.56%	0.03%	Not reported	Q1 2023
MRKMerck & Co., Inc.	$1.16M	0.55%	0.00%	Not reported	Q1 2019
DISWalt Disney Co	$1.08M	0.51%	0.00%	Not reported	Q1 2019
LENLennar Corp	$1.06M	0.50%	Not reported	+13.5%	Q1 2023
BGBunge Global SA	$980K	0.46%	0.01%	Not reported	Q1 2020
GOOGAlphabet Inc.	$852K	0.40%	Not reported	Not reported	Q1 2019
RSGRepublic Services, Inc.	$843K	0.40%	0.00%	Not reported	Q2 2023
PFEPfizer Inc	$831K	0.39%	0.00%	Not reported	Q1 2019
COSTCostco Wholesale Corp	$679K	0.32%	0.00%	-12.5%	Q1 2024
MCDMcdonalds Corp	$608K	0.29%	0.00%	Not reported	Q3 2020
ETHGrayscale Ethereum Staking Mini ETF	$588K	0.28%	0.02%	+275.0%	Q2 2025
MDTMedtronic plc	$571K	0.27%	0.00%	Not reported	Q3 2020
JPMJPMorgan Chase & Co	$569K	0.27%	0.00%	Not reported	Q1 2019
XOMExxonMobil Holdings Corp	$564K	0.27%	0.00%	Not reported	Q1 2019
CRSPCRISPR Therapeutics AG	$551K	0.26%	0.01%	+13.3%	Q1 2019
CVSCVS HEALTH Corp	$528K	0.25%	0.00%	+40.0%	Q1 2020
ZSZscaler, Inc.	$524K	0.25%	0.00%	+16.7%	Q3 2021
GLDSPDR Gold Trust	$448K	0.21%	0.00%	+93.9%	Q3 2019

Premium opens every quarter this fund has filed