Jupiter Wealth Management LLC

CIK 0001774207 · GLENDALE, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Jupiter Wealth Management LLC reported 93 positions worth $250.0M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: GOOGL (13.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.0M
2026 Q2
Positions
93
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.0%
Est. Net Flow (Q)
2026 Q2
10 / 93 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLAlphabet IncSH$33.7M13.48%94,305
2AAPLApple Inc ComSH$15.3M6.12%52,882
3NVDANvidia CorporationSH$14.2M5.67%70,880
4MSFTMicrosoftSH$13.2M5.26%35,258
5MSMorgan Stanley ComSH$12.3M4.92%58,807
6AVGOBroadcom Inc ComSH$11.3M4.51%29,849
7SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SH$11.1M4.44%14,852
8AMZNAmazon.Com IncSH$8.4M3.36%35,231
9BRK-ABerkshire HathawaySH$8.2M3.30%11
10TSMTaiwan SemiconductorSH$7.4M2.95%15,422

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Jupiter Wealth Management LLC hold as of Q2 2026?

Jupiter Wealth Management LLC reported 93 positions worth $250.0M in its Q2 2026 13F filing. Largest positions: GOOGL (13.5%), AAPL (6.1%), NVDA (5.7%), MSFT (5.3%) and MS (4.9%).

What did Jupiter Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Jupiter Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

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.