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Latest Jupiter Wealth Management LLC Stock Portfolio

$253Million | No. of Holdings #90

Jupiter Wealth Management LLC Performance

2026 Q1+6.57%
YTD+6.57%
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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jupiter Wealth Management LLC reported an equity portfolio of $253 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Jupiter Wealth Management LLC are GOOG, NVDA, AAPL. The fund has invested 15.2% of it's portfolio in ALPHABET INC and 6.3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off CAPITAL ONE FC (COF), ZSCALER INC (ZS) and PALO ALTO NETWORKS (PANW) stocks. They significantly reduced their stock positions in CROWN CASTLE INTL (CCI), VANGUARD S&P 500 ETF (VB) and NIKE INC CLASS B COM (NKE). Jupiter Wealth Management LLC opened new stock positions in NUVEEN AMT FREE QLTY, MICRON TECHNOLOGY (MU) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES RUSSELL 1000 GROWTH ETF (IJR), CHEVRON CORP. (CVX) and INVSC QQQ TRUST SRS 1 ETF IV (QQQ).
Jupiter Wealth Management LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$253Million
  as of May 14, 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 6.57% in the last quarter. In trailing 12 months, it's portfolio return was 27.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nuveen amt free qlty2,777,140
nuveen preferred income1,346,490
micron technology803,630
schwab 5-10 year corporate bond etf452,400
virtus divid int & p311,897
alliancebernstein ntnl m302,459
rocket companies cla a class a276,800
putnam managed mun125,600
New stocks bought by Jupiter Wealth Management LLC

Additions

Ticker% Inc.
ishares russell 1000 growth etf300
chevron corp.231
invsc qqq trust srs 1 etf iv150
dbx etf tr xtrackers (s&p)91.36
phillips 66 com86.67
cheniere energy inc75.00
mcdonald s corp50.00
exxonmobil30.00
Additions to existing portfolio by Jupiter Wealth Management LLC

Reductions

Ticker% Reduced
crown castle intl-37.5
vanguard s&p 500 etf-35.81
nike inc class b com-23.41
palantir technologies in class a-20.00
spdr gold trust-19.44
mastercard inc cl a-9.09
bk of america corp-5.46
eli lilly and co-5.34
Jupiter Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
zscaler inc-299,075
capital one fc-310,335
palo alto networks-244,215
visa inc com cl a-162,090
crowdstrike hldgs-102,885
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.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Real Estate
  • Industrials
Sector%
Others28.3
Technology23.7
Communication Services18.1
Financial Services10
Consumer Cyclical7.7
Healthcare4.3
Energy2.3
Consumer Defensive2.3
Real Estate1.9
Industrials1.4

Market Cap. Distribution

Jupiter Wealth Management LLC has about 70.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP63.2
UNALLOCATED28.9
LARGE-CAP7.7

Stocks belong to which Index?

About 69.5% 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 50069.5
Others30.5
Top 5 Winners (%)%
AMZN
amazon.com inc
32.6 %
GOOG
alphabet inc
29.9 %
GOOG
alphabet inc
29.0 %
LRCX
lam research corp
27.7 %
MPC
marathon petroleum
25.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
8.8 M
NVDA
nvidia corporation
2.7 M
AVGO
broadcom inc com
2.5 M
AMZN
amazon.com inc
2.4 M
AAPL
apple inc com
1.9 M
Top 5 Losers (%)%
IJR
ishares russell 1000 growth etf
-62.0 %
NKE
nike inc class b com
-27.1 %
MDT
medtronic plc
-24.4 %
HD
home depot
-22.4 %
AAXJ
ishares tr us home (cons etf)
-20.9 %
Top 5 Losers ($)$
IJR
ishares russell 1000 growth etf
-3.0 M
HD
home depot
-1.1 M
NKE
nike inc class b com
-0.5 M
CCK
crown hldgs inc com
-0.4 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 90 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Jupiter Wealth Management LLC last quarter.

$253.01MTotal Value
95.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Jupiter Wealth Management LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.09%12,249
$2.76M
1.09%
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
0.26%7,500
$667.3K
0.26%
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
$226.0K
0.09%
increased 91.36 percentadded
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
0.44%62,034
$1.12M
0.44%
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
0.06%5,000
$152.5K
0.06%
unchanged 0 percentunchanged
ASML
Asml Holding Nv

Asml Holding Nv

ASML
Jupiter Wealth Management LLC's holding in Asml Holding Nv over time
0.9%1,445
$2.29M
0.9%
increased 19.42 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
1.81%90,000
$4.58M
1.81%
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
0.36%16,250
$908.9K
0.36%
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
0.81%19,445
$2.06M
0.81%
decreased 0.15 percentreduced
CCJ
Cameco Corp F

Cameco Corp F

CCJ
Jupiter Wealth Management LLC's holding in Cameco Corp F over time
0.05%1,000
$115.4K
0.05%
new position