Jessup Wealth Management, Inc
CIK 0001963536 · DAYTON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$335.3M
2026 Q2
Positions
81
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMZN
AMAZON COM INC
10.1%
NVDA
NVIDIA CORPORATION
7.8%
AAPL
APPLE INC
7.7%
AMD
ADVANCED MICRO DEVICES INC
6.1%
GOOGL
ALPHABET INC
4.8%
UNH
UNITEDHEALTH GROUP INC
4.2%
MU
MICRON TECHNOLOGY INC
4.0%
MSFT
MICROSOFT CORP
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.