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Jupiter Wealth Management 13F Portfolio

Portfolio Manager
Jupiter Wealth Management LLC
Performance
+14.12% (2026 Q2)
AUM (13F)
$249.98M
# of Holdings
93
Performance Rank
Allocation (Top 20)
71.71%
Latest filing
Q2 2026

Jupiter Wealth Management LLC Holdings Map

Top 50 Jupiter Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
Alphabet Inc
13.48%94.3K$33.7M
-0.94%(-893)
2025-Q2: 98.9K shares2025-Q3: 98.3K shares2025-Q4: 93.5K shares2026-Q1: 95.2K shares2026-Q2: 94.3K shares
$88.28(+298.10%)
2026-06-30
AAPL
Apple Inc Com
6.12%52.9K$15.3M
+0.60%(+318)
2025-Q2: 47.0K shares2025-Q3: 47.5K shares2025-Q4: 49.7K shares2026-Q1: 52.6K shares2026-Q2: 52.9K shares
$114.69(+167.38%)
2026-06-30
NVDA
Nvidia Corporation
5.67%70.9K$14.2M
+0.82%(+575)
2025-Q2: 68.1K shares2025-Q3: 68.6K shares2025-Q4: 68.0K shares2026-Q1: 70.3K shares2026-Q2: 70.9K shares
$78.62(+180.41%)
2026-06-30
MSFT
Microsoft
5.26%35.3K$13.2M
-0.07%(-25)
2025-Q2: 32.7K shares2025-Q3: 32.2K shares2025-Q4: 37.2K shares2026-Q1: 35.3K shares2026-Q2: 35.3K shares
$244.22(+105.87%)
2026-06-30
MS
Morgan Stanley Com
4.92%58.8K$12.3M
+2.71%(+1.55K)
2025-Q2: 52.8K shares2025-Q3: 53.1K shares2025-Q4: 55.7K shares2026-Q1: 57.3K shares2026-Q2: 58.8K shares
$72.51(+197.47%)
2026-06-30
AVGO
Broadcom Inc Com
4.51%29.8K$11.3M
-1.24%(-375)
2025-Q2: 23.1K shares2025-Q3: 24.0K shares2025-Q4: 27.7K shares2026-Q1: 30.2K shares2026-Q2: 29.8K shares
$196.94(+113.45%)
2026-06-30
SPY
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
4.44%14.9K$11.1M
+1.02%(+150)
2025-Q2: 13.5K shares2025-Q3: 13.7K shares2025-Q4: 14.3K shares2026-Q1: 14.7K shares2026-Q2: 14.9K shares
$502.58(+53.91%)
2026-06-30
AMZN
Amazon.Com Inc
3.36%35.2K$8.4M
-2.89%(-1.05K)
2025-Q2: 23.6K shares2025-Q3: 26.8K shares2025-Q4: 32.1K shares2026-Q1: 36.3K shares2026-Q2: 35.2K shares
$151.94(+80.96%)
2026-06-30
BRK.A
Berkshire Hathaway
3.3%11$8.2M
+0.00%(+0)
2025-Q2: 11 shares2025-Q3: 11 shares2025-Q4: 11 shares2026-Q1: 11 shares2026-Q2: 11 shares
$739681.00(+6.23%)
2026-06-30
TSM
Taiwan Semiconductor
2.95%15.4K$7.4M
+6.23%(+905)
2025-Q2: 12.4K shares2025-Q3: 13.2K shares2025-Q4: 14.5K shares2026-Q1: 14.5K shares2026-Q2: 15.4K shares
$162.30(+161.00%)
2026-06-30

About Jupiter Wealth Management LLCโ€™s portfolio

Jupiter Wealth Management LLC reports $249.98M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (13.5%), AAPL (6.1%) and NVDA (5.7%). The top 20 holdings account for 71.71% of reported assets. Its disclosed equity book has returned +74.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOGL โ€” 14.6% ($33.70M)AAPL โ€” 6.6% ($15.30M)NVDA โ€” 6.2% ($14.18M)MSFT โ€” 5.7% ($13.15M)MS โ€” 5.3% ($12.29M)AVGO โ€” 4.9% ($11.28M)SPY โ€” 4.8% ($11.09M)AMZN โ€” 3.6% ($8.40M)BRK.A โ€” 3.6% ($8.24M)TSM โ€” 3.2% ($7.37M)Other โ€” 41.4% ($95.23M)
59%in top 10
  • GOOGL14.6%
  • AAPL6.6%
  • NVDA6.2%
  • MSFT5.7%
  • MS5.3%
  • AVGO4.9%
  • SPY4.8%
  • AMZN3.6%
  • BRK.A3.6%
  • TSM3.2%
  • Other41.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
14
TSMTaiwan Semiconductor+6.2%
LLYEli Lilly And Co+20.0%
MSMorgan Stanley Com+2.7%
CCitigroup Inc+10.5%
+10 more
Trimmed
11
IWFiShares Russell 1000 Growth ETF-75.0%
GLDSPDR Gold Trust-36.2%
XLEEnergy Select Sector SPDR ETF IV-6.6%
GOOGLAlphabet Inc-0.9%
+7 more

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Source filings

Holdings on this page are parsed from Jupiter Wealth Management LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774207). View Jupiter Wealth Management LLCโ€™s 13F filings on SEC

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