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Latest Jupiter Wealth Management LLC Stock Portfolio

$249Million | No. of Holdings #93

Jupiter Wealth Management LLC Performance

2026 Q2-2.41%
YTD+4.00%
2025+19.59%

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

Jupiter Wealth Management LLC is a hedge fund based in Glendale, CO. On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jupiter Wealth Management LLC reported an equity portfolio of $250 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Jupiter Wealth Management LLC are GOOG, AAPL, NVDA. The fund has invested 13.5% of it's portfolio in ALPHABET INC and 6.1% of portfolio in APPLE INC COM. <br><br> The fund managers got completely rid off ROCKET COMPANIES CLA A CLASS A (RKT), VANGUARD REAL ESTATE ETF (VB) and CONOCOPHILLIPS COM (COP) stocks. They significantly reduced their stock positions in CHEVRON CORP. (CVX), CHENIERE ENERGY INC (LNG) and SPDR GOLD TRUST (GLD). Jupiter Wealth Management LLC opened new stock positions in ROUNDHILL MEMORY ETF, AMPHENOL CORP NEW CLASS A (APH) and ISHARES CORE S&P (500 ETF) (IJR). The fund showed a lot of confidence in some stocks as they added substantially to HALLIBURTON CO (HAL), PROSHARES TRUST S&P (500 DIVID ARISTOCRATS ETF) (BZQ) and TOAST INC CLASS CLASS A (TOST).
Jupiter Wealth Management LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$249Million
  as of Aug 11, 2026

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

Our best estimate is that Jupiter Wealth Management LLC made a return of -2.41% in the last quarter. In trailing 12 months, it's portfolio return was 13.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
roundhill memory etf1,144,680
amphenol corp new class a617,120
ge vernova inc411,201
ishares core s&p (500 etf)374,445
ibm corp281,210
capital one fc200,620
cass information sys inc102,640
New stocks bought by Jupiter Wealth Management LLC

Additions

Ticker% Inc.
halliburton co133
proshares trust s&p (500 divid aristocrats etf)100
toast inc class class a40.00
eli lilly and co20.05
mcdonald s corp16.67
invsc qqq trust srs 1 etf iv16.00
micron technology15.00
citigroup inc10.45
Additions to existing portfolio by Jupiter Wealth Management LLC

Reductions

Ticker% Reduced
chevron corp.-74.14
cheniere energy inc-42.86
spdr gold trust-36.19
walt disney-31.86
vanguard total interntl stock etf iv-30.41
pfizer-22.38
netflix com inc com-11.54
costco wholesale-10.67
Jupiter Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
rocket companies cla a class a-276,800
vanguard real estate etf-131,753
conocophillips com-105,660
palantir technologies in class a-104,040
Jupiter Wealth Management LLC got rid off the above stocks

Sector Distribution

Jupiter Wealth Management LLC has about 30.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Real Estate
  • Industrials
Sector%
Others30.1
Technology22.8
Communication Services16.1
Financial Services11.3
Consumer Cyclical7.8
Healthcare4.8
Consumer Defensive2
Energy1.9
Real Estate1.7
Industrials1.5

Market Cap. Distribution

Jupiter Wealth Management LLC has about 69.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP60.5
UNALLOCATED30.1
LARGE-CAP9.2

Stocks belong to which Index?

About 67.6% of the stocks held by Jupiter Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.6
Others32.3
Top 5 Winners (%)%
LRCX
lam research corp
46.7 %
MU
micron technology
39.7 %
AGNG
global x cybersecurity etf
25.2 %
ASML
asml holding nv
24.3 %
TOST
toast inc class class a
20.4 %
Top 5 Winners ($)$
TSM
taiwan semiconductor
1.2 M
MS
morgan stanley com
0.9 M
HD
home depot
0.7 M
ASML
asml holding nv
0.6 M
JNJ
johnson & johnson
0.5 M
Top 5 Losers (%)%
BZQ
proshares trust s&p (500 divid aristocrats etf)
-40.0 %
NFLX
netflix com inc com
-17.4 %
CCI
crown castle intl
-15.5 %
BG
bunge global sa f
-15.3 %
WMT
wal-mart
-13.8 %
Top 5 Losers ($)$
GOOG
alphabet inc
-4.3 M
NVDA
nvidia corporation
-1.8 M
BZQ
proshares trust s&p (500 divid aristocrats etf)
-1.5 M
AVGO
broadcom inc com
-1.2 M
AMZN
amazon.com inc
-1.1 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 93 stocks in it's portfolio. About 54% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Jupiter Wealth Management LLC last quarter.

$249.98MTotal Value
97.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Jupiter Wealth Management LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Us Aerospace Defense Etf

Ishares Us Aerospace Defense Etf

AAXJ
Jupiter Wealth Management LLC's holding in Ishares Us Aerospace Defense Etf over time
1.19%12,249
$2.97M
1.19%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Us Home (Cons Etf)

Ishares Tr Us Home (Cons Etf)

AAXJ
Jupiter Wealth Management LLC's holding in Ishares Tr Us Home (Cons Etf) over time
0.31%7,500
$783.6K
0.31%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr Xtrackers (S&P)

Dbx Etf Tr Xtrackers (S&P)

ACSG
Jupiter Wealth Management LLC's holding in Dbx Etf Tr Xtrackers (S&P) over time
0.09%3,324
$228.9K
0.09%
unchanged 0 percentunchanged
AGNG
Global X Nasdaq 100 Covered Call Etf

Global X Nasdaq 100 Covered Call Etf

AGNG
Jupiter Wealth Management LLC's holding in Global X Nasdaq 100 Covered Call Etf over time
0.46%62,034
$1.14M
0.46%
unchanged 0 percentunchanged
AGNG
Global X Cybersecurity Etf

Global X Cybersecurity Etf

AGNG
Jupiter Wealth Management LLC's holding in Global X Cybersecurity Etf over time
0.08%5,000
$190.9K
0.08%
unchanged 0 percentunchanged
ASML
Asml Holding Nv

Asml Holding Nv

ASML
Jupiter Wealth Management LLC's holding in Asml Holding Nv over time
1.27%1,595
$3.17M
1.27%
increased 10.38 percentadded
BBAX
Jpmorgan Ultra Shrt Muncipl Incm Etf

Jpmorgan Ultra Shrt Muncipl Incm Etf

BBAX
Jupiter Wealth Management LLC's holding in Jpmorgan Ultra Shrt Muncipl Incm Etf over time
1.84%90,000
$4.59M
1.84%
unchanged 0 percentunchanged
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
Jupiter Wealth Management LLC's holding in Jpmorgan Equity Premium Income Etf over time
0.37%16,250
$917.8K
0.37%
unchanged 0 percentunchanged
BZQ
Proshares Trust S&P (500 Divid Aristocrats Etf)

Proshares Trust S&P (500 Divid Aristocrats Etf)

BZQ
Jupiter Wealth Management LLC's holding in Proshares Trust S&P (500 Divid Aristocrats Etf) over time
0.87%38,890
$2.18M
0.87%
increased 100 percentadded