Jupiter Wealth Management LLC

Est. AUM

$253.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Alphabet Inc	CAP STK CL A	$38.3M	95198	15.15%	SOLE
2	Nvidia Corporation	COM	$15.9M	70305	6.28%	SOLE
3	Apple Inc Com	COM	$15.7M	52564	6.21%	SOLE
4	Microsoft	COM	$14.3M	35283	5.65%	SOLE
5	Broadcom Inc Com	COM	$12.6M	30224	4.98%	SOLE
6	Morgan Stanley Com	COM	$11.1M	57257	4.39%	SOLE
7	SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)	-	$10.9M	14702	4.31%	SOLE
8	Amazon.Com Inc	COM	$9.8M	36278	3.87%	SOLE
9	Berkshire Hathaway	CL A	$8.0M	11	3.16%	SOLE
10	Energy Select Sector SPDR ETF IV	-	$6.0M	103808	2.36%	SOLE
11	Taiwan Semiconductor	COM	$5.8M	14517	2.29%	SOLE
12	Mastercard Inc CL A	CL A	$4.9M	9992	1.94%	SOLE
13	Johnson & Johnson	COM	$4.8M	20696	1.88%	SOLE
14	Facebook Inc-Class A	CL A	$4.6M	7470	1.82%	SOLE
15	JPMorgan Ultra SHRT Muncipl Incm ETF	-	$4.6M	90000	1.81%	SOLE
16	Berkshire Hathaway	CL B NEW	$4.1M	8505	1.63%	SOLE
17	Crown HLDGS Inc Com	COM	$3.9M	39005	1.54%	SOLE
18	Home Depot	COM	$3.9M	12882	1.54%	SOLE
19	American Tower Corp	COM	$3.4M	19838	1.36%	SOLE
20	Invesco S & P Midcap Momentum ETF	-	$2.9M	17300	1.15%	SOLE
21	Goldman Sachs Group	COM	$2.9M	3000	1.13%	SOLE
22	Nuveen Amt Free QLTY	COM	$2.8M	240237	1.10%	SOLE
23	iShares US Aerospace Defense ETF	-	$2.8M	12249	1.09%	SOLE
24	Citigroup Inc	COM	$2.7M	22000	1.08%	SOLE
25	Marathon Petroleum	COM	$2.5M	10000	0.98%	SOLE
26	Asml Holding NV	-	$2.3M	1445	0.90%	SOLE
27	ProShares Trust S&P (500 Divid Aristocrats Etf)	-	$2.1M	19445	0.82%	SOLE
28	Pepsico Inc	COM	$1.9M	12500	0.74%	SOLE
29	iShares Russell 1000 Growth ETF	-	$1.9M	14940	0.73%	SOLE
30	SPDR Gold Trust	-	$1.8M	4145	0.71%	SOLE
31	Eli Lilly And Co	COM	$1.8M	1736	0.70%	SOLE
32	BK Of America Corp	COM	$1.7M	34600	0.68%	SOLE
33	Merck & Co Inc New	COM	$1.6M	13800	0.62%	SOLE
34	Wal-Mart	COM	$1.5M	11632	0.60%	SOLE
35	Vanguard S&P 500 ETF	-	$1.5M	2241	0.60%	SOLE
36	Bunge Global SA F	-	$1.5M	12058	0.60%	SOLE
37	Schwab US Dividend Equity ETF	-	$1.4M	45000	0.56%	SOLE
38	Alphabet Inc	CAP STK CL C	$1.4M	3500	0.55%	SOLE
39	Nuveen Preferred Income	-	$1.3M	168733	0.53%	SOLE
40	Lockheed Martin Corp	COM	$1.3M	2500	0.51%	SOLE
41	Pfizer	COM	$1.3M	50050	0.51%	SOLE
42	Neos S And P 500 High Income ETF	-	$1.2M	22679	0.48%	SOLE
43	iShares Russell Mid Cap ETF	-	$1.2M	11000	0.46%	SOLE
44	Global X Nasdaq 100 Covered Call ETF	-	$1.1M	62034	0.44%	SOLE
45	Wells Fargo Co New	COM	$1.1M	15000	0.44%	SOLE
46	Chevron Corp.	COM	$1.1M	5800	0.43%	SOLE
47	Nike Inc Class B Com	CL B	$1.1M	25003	0.42%	SOLE
48	Costco Wholesale	-	$1.0M	984	0.40%	SOLE
49	iShares Select Dividend ETF	-	$988K	6496	0.39%	SOLE
50	ExxonMobil	COM	$985K	6500	0.39%	SOLE

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.