Jessup Wealth Management, Inc

Est. AUM

$267.8M

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	AMAZON COM INC	COM	$31.9M	153074	11.91%	SOLE
2	NVIDIA CORPORATION	COM	$23.7M	135969	8.86%	SOLE
3	APPLE INC	COM	$22.5M	88705	8.41%	SOLE
4	ALPHABET INC	CAP STK CL A	$15.3M	53042	5.70%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$12.9M	134783	4.82%	SOLE
6	ISHARES TR	7-10 YR TRSY BD	$11.2M	117202	4.18%	SOLE
7	MICROSOFT CORP	COM	$11.1M	30046	4.15%	SOLE
8	COSTCO WHOLESALE CORPORATION	COM	$10.9M	10974	4.08%	SOLE
9	T-MOBILE US INC	COM	$10.7M	51181	4.01%	SOLE
10	TESLA INC	COM	$9.7M	26182	3.63%	SOLE
11	ADVANCED MICRO DEVICES INC	COM	$9.6M	47236	3.59%	SOLE
12	VANGUARD INDEX FDS	EXTEND MKT ETF	$8.6M	42005	3.23%	SOLE
13	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$7.9M	63067	2.95%	SOLE
14	MERCK & CO INC	COM	$7.6M	62944	2.83%	SOLE
15	UNITEDHEALTH GROUP INC	COM	$7.5M	27794	2.81%	SOLE
16	CSX CORP	COM	$5.7M	138742	2.13%	SOLE
17	MICRON TECHNOLOGY INC	COM	$5.5M	16339	2.06%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.4M	40525	2.01%	SOLE
19	JPMORGAN CHASE & CO	COM	$5.1M	17470	1.92%	SOLE
20	PROCTER & GAMBLE CO	COM	$4.4M	30395	1.64%	SOLE
21	ISHARES TR	RUSSELL 2000 ETF	$2.5M	9928	0.92%	SOLE
22	NUCOR CORP	COM	$1.9M	11072	0.70%	SOLE
23	JOHNSON & JOHNSON	COM	$1.9M	7589	0.69%	SOLE
24	CINCINNATI FINL CORP	COM	$1.8M	11507	0.68%	SOLE
25	CROWDSTRIKE HLDGS INC	CL A	$1.7M	4466	0.65%	SOLE
26	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.7M	36238	0.62%	SOLE
27	GOLDMAN SACHS GROUP INC	COM	$1.6M	1927	0.61%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2980	0.53%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2123	0.52%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2099	0.47%	SOLE
31	VISA INC	COM CL A	$1.2M	4026	0.45%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	8617	0.41%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$993K	22248	0.37%	SOLE
34	EA SERIES TRUST	ALPHA ARCH 1-3	$893K	7675	0.33%	SOLE
35	APPLIED MATLS INC	COM	$850K	2487	0.32%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$830K	31926	0.31%	SOLE
37	ELI LILLY & CO	COM	$819K	890	0.31%	SOLE
38	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$805K	19693	0.30%	SOLE
39	KKR & CO INC	COM	$787K	8507	0.29%	SOLE
40	PIMCO ETF TR	MULTISECTOR BD	$735K	28067	0.27%	SOLE
41	SHERWIN WILLIAMS CO	COM	$729K	2275	0.27%	SOLE
42	MARRIOTT INTL INC NEW	CL A	$645K	1972	0.24%	SOLE
43	UNITED PARCEL SVCS INC	CL B	$637K	6479	0.24%	SOLE
44	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$635K	13821	0.24%	SOLE
45	BOEING CO	COM	$625K	3140	0.23%	SOLE
46	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$589K	3068	0.22%	SOLE
47	SANDISK CORP	COM	$583K	917	0.22%	SOLE
48	ISHARES TR	TRUST ISHARE 0-1	$577K	5223	0.22%	SOLE
49	ARK ETF TR	BLOCKCHAIN & FIN	$505K	13276	0.19%	SOLE
50	GENERAC HLDGS INC	COM	$489K	2502	0.18%	SOLE

1–50 of 77

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