Latest Jupiter Wealth Management LLC Stock Portfolio

Jupiter Wealth Management LLC Performance:

2025 Q4: 4.68%YTD: 19.59%2024: 35.38%

Performance for 2025 Q4 is 4.68%, and YTD is 19.59%, and 2024 is 35.38%.

About Jupiter Wealth Management LLC and 13F Hedge Fund Stock Holdings

Jupiter Wealth Management LLC is a hedge fund based in Glendale, CO. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jupiter Wealth Management LLC reported an equity portfolio of $224.6 Millions as of 31 Dec, 2025.

The top stock holdings of Jupiter Wealth Management LLC are GOOG, MSFT, AAPL. The fund has invested 12.9% of it's portfolio in ALPHABET INC and 6.7% of portfolio in MICROSOFT.

The fund managers got completely rid off PULTEGROUP INC (PHM), KB HOME (KBH) and LENNAR CORP CLASS A (LEN) stocks. They significantly reduced their stock positions in VANGUARD REAL ESTATE ETF (VB), DBX ETF TR XTRACKERS (S&P) (ACSG) and ISHARES TR US HOME (CONS ETF) (AAXJ). Jupiter Wealth Management LLC opened new stock positions in AMGEN INC (AMGN), CHEVRON CORP. (CVX) and VISA INC COM CL A (V). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TRUST (GLD), SCHWAB US DIVIDEND EQUITY ETF (FNDA) and PARKER-HANNIFIN CORP (PH).

Jupiter Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Jupiter Wealth Management LLC made a return of 4.68% in the last quarter. In trailing 12 months, it's portfolio return was 19.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amgen inc	549,300
chevron corp.	319,200
visa inc com cl a	162,090
toast inc class class a	130,700
palantir technologies in class a	129,130

New stocks bought by Jupiter Wealth Management LLC

Additions

Ticker	% Inc.
spdr gold trust	308
schwab us dividend equity etf	200
parker-hannifin corp	182
pfizer	53.53
capital one fc	50.00
phillips 66 com	45.16
costco wholesale	34.06
neos s and p 500 high income etf	26.00

Additions to existing portfolio by Jupiter Wealth Management LLC

Reductions

Ticker	% Reduced
vanguard real estate etf	-52.19
dbx etf tr xtrackers (s&p)	-52.07
ishares tr us home (cons etf)	-40.00
walt disney	-31.75
asml holding nv	-29.24
netflix com inc com	-20.00
energy select sector spdr etf iv	-9.69
nike inc class b com	-8.82

Jupiter Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select str financial select spdr etf	-538,700
kb home	-1,177,340
grayscale ethereum mini	-587,700
ishares ibonds term treasury etf	-334,120
pultegroup inc	-1,440,220
lennar corp class a	-1,058,740
chipotle mexican	-313,520
bill holdings inc	-370,790

Jupiter Wealth Management LLC got rid off the above stocks

Sector Distribution

Jupiter Wealth Management LLC has about 28.3% of it's holdings in Others sector.

Sector	%
Others	28.3
Technology	22.8
Communication Services	16.2
Financial Services	10.9
Consumer Cyclical	8.2
Healthcare	5.1
Consumer Defensive	2.7
Real Estate	2.5
Industrials	1.7
Energy	1.6

Market Cap. Distribution

Jupiter Wealth Management LLC has about 70.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	61.1
UNALLOCATED	29
LARGE-CAP	9.7

Stocks belong to which Index?

About 69.1% of the stocks held by Jupiter Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.1
Others	30.9

Top 5 Winners (%)		%
LRCX	lam research corp	72.7 %
CAT	caterpillar	58.9 %
BG	bunge global sa f	49.8 %
MRK	merck & co inc new	42.1 %
ASML	asml holding nv	38.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.3 M
TSM	taiwan semiconductor	1.2 M
JNJ	johnson & johnson	1.2 M
XLB	energy select sector spdr etf iv	1.0 M
ASML	asml holding nv	0.6 M

Top 5 Losers (%)		%
ZS	zscaler inc	-43.0 %
NFLX	netflix com inc com	-33.0 %
CRSP	crispr therapeutics	-24.5 %
AGNG	global x cybersecurity etf	-22.9 %
MSFT	microsoft	-21.2 %

Top 5 Losers ($)		$
MSFT	microsoft	-4.0 M
META	facebook inc-class a	-0.6 M
AMZN	amazon.com inc	-0.6 M
NFLX	netflix com inc com	-0.5 M
MA	mastercard inc cl a	-0.4 M

Jupiter Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Jupiter Wealth Management LLC

Jupiter Wealth Management LLC has 84 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Jupiter Wealth Management LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	5.80	49,730	13,015,800	added	4.61

AAXJ	ishares us aerospace defense etf	1.27	12,249	2,848,260	unchanged	0.00

AAXJ	ishares tr us home (cons etf)	0.38	7,500	843,000	reduced	-40.00

ACSG	dbx etf tr xtrackers (s&p)	0.05	1,737	109,014	reduced	-52.07

AGNG	global x nasdaq 100 covered call etf	0.48	62,034	1,086,220	unchanged	0.00

AGNG	global x cybersecurity etf	0.06	5,000	135,650	unchanged	0.00

AMGN	amgen inc	0.24	1,500	549,300	new

AMT	american tower corp	1.66	19,838	3,733,310	unchanged	0.00

AMZN	amazon.com inc	2.85	32,078	6,402,770	added	19.77

ASML	asml holding nv	0.76	1,210	1,702,310	reduced	-29.24

AVGO	broadcom inc com	4.09	27,728	9,182,680	added	15.41

BAC	bk of america corp	0.86	36,600	1,922,230	unchanged	0.00

BBAX	jpmorgan ultra shrt muncipl incm etf	2.05	90,000	4,598,100	added	12.5

BBAX	jpmorgan equity premium income etf	0.43	16,250	958,913	unchanged	0.00

BG	bunge global sa f	0.65	12,058	1,467,940	unchanged	0.00

BILL	bill holdings inc	0.00	0.00	0.00	sold off	-100

BZQ	proshares trust s&p (500 divid aristocrats etf)	0.98	19,475	2,206,130	unchanged	0.00

C	citigroup inc	1.09	22,000	2,445,300	added	0.11

CAT	caterpillar	0.27	808	612,698	unchanged	0.00

CCI	crown castle intl	0.63	16,000	1,404,960	unchanged	0.00