Jupiter Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Jupiter Wealth Management LLC held in its portfolio 84 assets valued at $224,581,339 (i.e. $224.58M).
The most valuable assets in the portfolio included: Alphabet Inc ($28.88M), Microsoft ($14.97M), and Apple Inc Com ($13.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Jupiter Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Alphabet Inc | 93474 | 28883466 | CAP STK CL A |
| Microsoft | 37241 | 14964923 | COM |
| Apple Inc Com | 49730 | 13015833 | COM |
| Nvidia Corporation | 67996 | 12711172 | COM |
| SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14292 | 9736889 | - |
| Morgan Stanley Com | 55688 | 9358925 | COM |
| Broadcom Inc Com | 27728 | 9182682 | COM |
| Berkshire Hathaway | 11 | 8244940 | CL A |
| Amazon.Com Inc | 32078 | 6402769 | COM |
| Mastercard Inc CL A | 10991 | 5797313 | CL A |
| Taiwan Semiconductor | 14517 | 5343708 | COM |
| Energy Select Sector SPDR ETF IV | 96962 | 5234009 | - |
| Johnson & Johnson | 20696 | 5061207 | COM |
| Home Depot | 12960 | 5057251 | COM |
| Facebook Inc-Class A | 7670 | 4984043 | CL A |
| JPMorgan Ultra SHRT Muncipl Incm ETF | 90000 | 4598100 | - |
| Crown HLDGS Inc Com | 39005 | 4305762 | COM |
| Berkshire Hathaway | 8403 | 4201584 | CL B NEW |
| American Tower Corp | 19838 | 3733313 | COM |
| iShares US Aerospace Defense ETF | 12249 | 2848260 | - |
| Goldman Sachs Group | 3000 | 2713650 | COM |
| Citigroup Inc | 22000 | 2445300 | COM |
| Invesco S & P Midcap Momentum ETF | 16800 | 2435328 | - |
| SPDR Gold Trust | 5145 | 2322402 | - |
| ProShares Trust S&P (500 Divid Aristocrats Etf) | 19475 | 2206128 | - |
| Vanguard S&P 500 ETF | 3491 | 2187077 | - |
| Pepsico Inc | 12500 | 2090000 | COM |
| Nike Inc Class B Com | 32646 | 1994671 | CL B |
| Marathon Petroleum | 10000 | 1980200 | COM |
| BK Of America Corp | 36600 | 1922232 | COM |
| Eli Lilly And Co | 1834 | 1904187 | COM |
| Asml Holding NV | 1210 | 1702313 | - |
| iShares Russell 1000 Growth ETF | 3735 | 1676866 | - |
| Merck & Co Inc New | 13800 | 1645512 | COM |
| Lockheed Martin Corp | 2500 | 1593575 | COM |
| Wal-Mart | 11632 | 1554500 | COM |
| Bunge Global SA F | 12058 | 1467941 | - |
| Schwab US Dividend Equity ETF | 45000 | 1410300 | - |
| Crown Castle Intl | 16000 | 1404960 | COM |
| Pfizer | 50050 | 1374874 | COM |
| Wells Fargo Co New | 15000 | 1294350 | COM |
| Neos S And P 500 High Income ETF | 22679 | 1182937 | - |
| iShares Russell Mid Cap ETF | 11000 | 1106160 | - |
| Global X Nasdaq 100 Covered Call ETF | 62034 | 1086215 | - |
| Alphabet Inc | 3500 | 1082795 | CAP STK CL C |
| iShares Select Dividend ETF | 6496 | 1015585 | - |
| Costco Wholesale | 984 | 982878 | - |
| Republic Services | 4425 | 977350 | - |
| JPMorgan Equity Premium Income ETF | 16250 | 958913 | - |
| iShares TR US Home (cons Etf) | 7500 | 843000 | - |
| Vanguard Total Interntl Stock ETF IV | 9865 | 810212 | - |
| ExxonMobil | 5000 | 749650 | COM |
| Netflix Com Inc Com | 9200 | 697912 | COM |
| Mcdonald S Corp | 2000 | 664160 | COM |
| Walt Disney | 6418 | 657075 | COM |
| Caterpillar | 808 | 612698 | COM |
| Medtronic PLC | 6000 | 605280 | COM |
| iShares Russell (2000 Growth Etf) | 1683 | 557275 | - |
| Parker-Hannifin Corp | 565 | 554949 | - |
| Amgen Inc | 1500 | 549300 | - |
| JPMorgan Chase | 1804 | 545963 | COM |
| Crispr Therapeutics | 8500 | 415905 | COM |
| Vanguard Dividend Appreciation ETF | 1821 | 412493 | - |
| Annaly Capital MGMT REIT | 17696 | 405774 | - |
| Phillips 66 Com | 2250 | 351585 | COM |
| Lam Research Corp | 1500 | 346935 | - |
| Chevron Corp. | 1750 | 319200 | COM |
| Capital One FC | 1500 | 310335 | - |
| Goldman Sachs S P 500 Cre PRM ETF IV | 5889 | 307582 | - |
| Invsc QQQ Trust SRS 1 ETF IV | 500 | 300320 | - |
| Zscaler Inc | 1750 | 299075 | - |
| Palo Alto Networks | 1500 | 244215 | - |
| iShares MSCI Emerging Markets ETF | 3775 | 229747 | - |
| Visa Inc Com CL A | 500 | 162090 | - |
| Global X Cybersecurity ETF | 5000 | 135650 | - |
| iShares iBonds Dec 2032 Term Corporate ETF | 5100 | 130866 | - |
| Toast Inc Class Class A | 5000 | 130700 | - |
| Cheniere Energy Inc | 600 | 130614 | - |
| Palantir Technologies In Class A | 1000 | 129130 | - |
| Vanguard Real Estate ETF | 1374 | 128126 | - |
| Union Pacific Corp | 479 | 125388 | COM |
| iShares iBonds Dec 2033 Term Corporate ETF | 4600 | 120888 | - |
| DBX ETF TR Xtrackers (S&P) | 1737 | 109014 | - |
| Crowdstrike HLDGS | 250 | 102885 | - |
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