Jupiter Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$253.0M
Q ending 2026-03-31
Prior quarter
$224.6M
Q ending 2025-12-31
Change
+12.7% QoQ · +53.3% YoY
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $38.3M | 95K |
| Nvidia Corporation | NVDA | Shares | $15.9M | 70K |
| Apple Inc Com | AAPL | Shares | $15.7M | 53K |
| Microsoft | MSFT | Shares | $14.3M | 35K |
| Broadcom Inc Com | AVGO | Shares | $12.6M | 30K |
| Morgan Stanley Com | MS | Shares | $11.1M | 57K |
| Spdr S&P500 Etf (Trust Trust Unit | SPY | Shares | $10.9M | 15K |
| Amazon.Com Inc | AMZN | Shares | $9.8M | 36K |
| Berkshire Hathaway | BRK/A | Shares | $8.0M | 11 |
| Energy Select Sector Spdr Etf Iv | XLE | Shares | $6.0M | 104K |
| Taiwan Semiconductor | TSM | Shares | $5.8M | 15K |
| Mastercard Inc Cl A | MA | Shares | $4.9M | 10K |
| Johnson & Johnson | JNJ | Shares | $4.8M | 21K |
| Facebook Inc-Class A | META | Shares | $4.6M | 7K |
| Jpmorgan Ultra Shrt Muncipl Incm E | JMST | Shares | $4.6M | 90K |
| Berkshire Hathaway | BRK/B | Shares | $4.1M | 9K |
| Crown Hldgs Inc Com | CCK | Shares | $3.9M | 39K |
| Home Depot | HD | Shares | $3.9M | 13K |
| American Tower Corp | AMT | Shares | $3.4M | 20K |
| Invesco S & P Midcap Momentum Etf | XMMO | Shares | $2.9M | 17K |
| Goldman Sachs Group | GS | Shares | $2.9M | 3K |
| Nuveen Amt Free Qlty | XNEAX | Shares | $2.8M | 240K |
| Ishares Us Aerospace Defense Etf | ITA | Shares | $2.8M | 12K |
| Citigroup Inc | C | Shares | $2.7M | 22K |
| Marathon Petroleum | MPC | Shares | $2.5M | 10K |
| Asml Holding Nv | Shares | $2.3M | 1K | |
| Proshares Trust S&P (500 Divid Ari | NOBL | Shares | $2.1M | 19K |
| Pepsico Inc | PEP | Shares | $1.9M | 13K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $1.9M | 15K |
| Spdr Gold Trust | GLD | Shares | $1.8M | 4K |
| Eli Lilly And Co | LLY | Shares | $1.8M | 2K |
| Bk Of America Corp | BAC | Shares | $1.7M | 35K |
| Merck & Co Inc New | MRK | Shares | $1.6M | 14K |
| Vanguard S&P 500 Etf | VOO | Shares | $1.5M | 2K |
| Wal-Mart | WMT | Shares | $1.5M | 12K |
| Bunge Global Sa F | Shares | $1.5M | 12K | |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $1.4M | 45K |
| Alphabet Inc | GOOG | Shares | $1.4M | 4K |
| Nuveen Preferred Income | JPC | Shares | $1.3M | 169K |
| Lockheed Martin Corp | LMT | Shares | $1.3M | 3K |
| Pfizer | PFE | Shares | $1.3M | 50K |
| Neos S And P 500 High Income Etf | SPYI | Shares | $1.2M | 23K |
| Ishares Russell Mid Cap Etf | IWR | Shares | $1.2M | 11K |
| Global X Nasdaq 100 Covered Call E | QYLD | Shares | $1.1M | 62K |
| Wells Fargo Co New | WFC | Shares | $1.1M | 15K |
| Chevron Corp. | CVX | Shares | $1.1M | 6K |
| Nike Inc Class B Com | NKE | Shares | $1.1M | 25K |
| Costco Wholesale | COST | Shares | $1.0M | 984 |
| Ishares Select Dividend Etf | DVY | Shares | $988K | 6K |
| Exxonmobil | XOM | Shares | $985K | 7K |
| Netflix Com Inc Com | NFLX | Shares | $911K | 10K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $909K | 16K |
| Republic Services | RSG | Shares | $901K | 4K |
| Crown Castle Intl | CCI | Shares | $896K | 10K |
| Invsc Qqq Trust Srs 1 Etf Iv | QQQ | Shares | $893K | 1K |
| Vanguard Total Interntl Stock Etf | VXUS | Shares | $839K | 10K |
| Mcdonald S Corp | MCD | Shares | $827K | 3K |
| Micron Technology | MU | Shares | $804K | 1K |
| Caterpillar | CAT | Shares | $729K | 808 |
| Phillips 66 Com | PSX | Shares | $722K | 4K |
| Walt Disney | DIS | Shares | $673K | 6K |
| Ishares Tr Us Home (Cons Etf) | ITB | Shares | $667K | 8K |
| Ishares Russell (2000 Growth Etf) | IWO | Shares | $621K | 2K |
| Jpmorgan Chase | JPM | Shares | $542K | 2K |
| Amgen Inc | AMGN | Shares | $505K | 2K |
| Parker-Hannifin Corp | PH | Shares | $499K | 565 |
| Medtronic Plc | Shares | $457K | 6K | |
| Schwab 5-10 Year Corporate Bond Et | SCHI | Shares | $452K | 20K |
| Crispr Therapeutics | Shares | $448K | 9K | |
| Lam Research Corp | LRCX | Shares | $443K | 2K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $416K | 2K |
| Annaly Capital Mgmt Reit | NLY | Shares | $404K | 18K |
| Goldman Sachs S P 500 Cre Prm Etf | GPIX | Shares | $325K | 6K |
| Virtus Divid Int & P | NFJ | Shares | $312K | 21K |
| Alliancebernstein Ntnl M | AFB | Shares | $302K | 27K |
| Rocket Companies Cla A Class | RKT | Shares | $277K | 20K |
| Cheniere Energy Inc | LNG | Shares | $251K | 1K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $249K | 4K |
| Dbx Etf Tr Xtrackers (S&P) | SNPE | Shares | $226K | 3K |
| Global X Cybersecurity Etf | BUG | Shares | $153K | 5K |
| Vanguard Real Estate Etf | VNQ | Shares | $132K | 1K |
| Ishares Ibonds Dec 2032 Term Corpo | IBDX | Shares | $128K | 5K |
| Union Pacific Corp | UNP | Shares | $127K | 479 |
| Putnam Managed Mun | PMM | Shares | $126K | 20K |
| Halliburton Co | HAL | Shares | $123K | 3K |
| Ishares Ibonds Dec 2033 Term Corpo | IBDY | Shares | $118K | 5K |
| Cameco Corp F | CCJ | Shares | $115K | 1K |
| Toast Inc Class Class A | TOST | Shares | $112K | 5K |
| Conocophillips Com | COP | Shares | $106K | 900 |
| Palantir Technologies In Class | PLTR | Shares | $104K | 800 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.