Top 50 Jupiter Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | 13.48% | 94.3K | $33.7M | -0.94%(-893) | $88.28(+298.10%) | 2026-06-30 | |
| AAPL | Apple Inc Com | 6.12% | 52.9K | $15.3M | +0.60%(+318) | $114.69(+167.38%) | 2026-06-30 | |
| NVDA | Nvidia Corporation | 5.67% | 70.9K | $14.2M | +0.82%(+575) | $78.62(+180.41%) | 2026-06-30 | |
| MSFT | Microsoft | 5.26% | 35.3K | $13.2M | -0.07%(-25) | $244.22(+105.87%) | 2026-06-30 | |
| MS | Morgan Stanley Com | 4.92% | 58.8K | $12.3M | +2.71%(+1.55K) | $72.51(+197.47%) | 2026-06-30 | |
| AVGO | Broadcom Inc Com | 4.51% | 29.8K | $11.3M | -1.24%(-375) | $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) | $502.58(+53.91%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc | 3.36% | 35.2K | $8.4M | -2.89%(-1.05K) | $151.94(+80.96%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway | 3.3% | 11 | $8.2M | +0.00%(+0) | $739681.00(+6.23%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor | 2.95% | 15.4K | $7.4M | +6.23%(+905) | $162.30(+161.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.34% | +74.26% | +9.04% | +54.13% |
| Top 20 Holdings Unweighted | +17.10% | +60.56% | +6.97% | +40.04% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jupiter Wealth Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774207). View Jupiter Wealth Management LLCโs 13F filings on SEC