Jupiter Wealth Management LLC

CIK

1774207

Location

GLENDALE, CO

Portfolio Value

Small $249,452,497

Diversification

Diversified

Filing Date

Global Rank

#5,777 / 8,795 ▼ 338 · as of Jun 2026

Top Industry

Internet Content & Information 19.2%

Period ended 3 months ago

Filed Aug 11, 2026 · 56d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

79 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

+0.8 pts

Top 5

36.1%

−0.8 pts

Top 10

57.0%

+0.4 pts

HHI

463

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$68,137,570	11
Unclassified	18.3%	$45,681,086	17
Financial Services	18.3%	$45,590,575	14
Communication Services	16.1%	$40,125,413	4
Consumer Cyclical	7.8%	$19,385,270	5
Healthcare	4.8%	$11,940,733	7
Consumer Defensive	2.1%	$5,119,168	4
Energy	2.0%	$4,886,946	7
Real Estate	1.7%	$4,312,002	3
Industrials	1.7%	$4,273,734	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
—		+19,445	38,890	$2,184,062
HAL	Halliburton Co	+4,000	7,000	$237,650
C	Citigroup Inc	+2,300	24,300	$3,401,028
BAC	Bank Of America Corp /De/	+2,000	36,600	$2,085,468
TOST	Toast, Inc.	+2,000	7,000	$194,740
MS	Morgan Stanley	+1,550	58,807	$12,293,015
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+905	15,422	$7,365,084
NVDA	Nvidia Corp	+575	70,880	$14,182,379
MCD	Mcdonalds Corp	+500	3,500	$946,085
MA	Mastercard Inc	+399	10,391	$5,336,817
LLY	ELI LILLY & Co	+348	2,084	$2,499,612
AAPL	Apple Inc.	+318	52,882	$15,301,935
HD	Home Depot, Inc.	+315	13,197	$4,654,317
QQQ	Invesco Qqq Trust, Series 1	+200	1,450	$1,067,780
MU	Micron Technology Inc	+150	1,150	$1,327,433
SPY	Spdr S&P 500 ETF Trust	+150	14,852	$11,091,028
ASML	Asml Holding NV	+150	1,595	$3,173,156
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−11,200	38,850	$935,508
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−6,846	96,962	$5,149,651
CVX	Chevron Corp	−4,300	1,500	$248,640
VXUS	Vanguard Total International Stock ETF	−3,000	6,865	$586,888
DIS	Walt Disney Co	−2,045	4,373	$420,901
GLD	Spdr Gold Trust	−1,500	2,645	$974,365
VIG	Vanguard Dividend Appreciation ETF	−1,374	1,821	$430,885
NFLX	Netflix Inc	−1,200	9,200	$656,880
AMZN	Amazon Com Inc	−1,047	35,231	$8,396,956
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−930	21,749	$1,154,654
GOOGL	Alphabet Inc.	−893	97,805	$34,938,432
AMT	American Tower Corp /Ma/	−599	19,239	$3,146,923
LNG	Cheniere Energy, Inc.	−450	600	$143,406
AVGO	Broadcom Inc.	−375	29,849	$11,275,459
META	Meta Platforms, Inc.	−175	7,295	$4,109,200
COST	Costco Wholesale Corp /New	−105	879	$822,278
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−96	63,472	$9,028,166
MSFT	Microsoft Corp	−25	35,258	$13,151,939
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	3,500	$1,234,240
GEV	GE Vernova Inc.	350	$411,201
IBM	International Business Machines Corp	1,000	$281,210
COF	Capital One Financial Corp	1,000	$200,620
CASS	Cass Information Systems Inc	2,000	$102,640
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
RKT	Rocket Companies, Inc.	20,000	$285,000
COP	Conocophillips	900	$118,800
PLTR	Palantir Technologies Inc.	800	$117,024
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $249,452,497 total · filing declares 93 positions · $249,979,793 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	97,805	-893	$34,938,432	+23.1%	14.01%
AAPL	Apple Inc. Technology	Added	52,882	+318	$15,301,935	+14.7%	6.13%
NVDA	Nvidia Corp Technology	Added	70,880	+575	$14,182,379	+15.7%	5.69%
MSFT	Microsoft Corp Technology	Reduced	35,258	-25	$13,151,939	+0.7%	5.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	8,516	0	$12,493,166	+4.3%	5.01%
MS	Morgan Stanley Financial Services	Added	58,807	+1,550	$12,293,015	+30.5%	4.93%
AVGO	Broadcom Inc. Technology	Reduced	29,849	-375	$11,275,459	+20.5%	4.52%
SPY	Spdr S&P 500 ETF Trust	Added	14,852	+150	$11,091,028	+16.0%	4.45%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	63,472	-96	$9,028,166	—	3.62%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,231	-1,047	$8,396,956	+11.1%	3.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	15,422	+905	$7,365,084	+50.1%	2.95%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Held	106,250	0	$5,507,800	−0.0%	2.21%
MA	Mastercard Inc Financial Services	Added	10,391	+399	$5,336,817	+6.9%	2.14%
JNJ	Johnson & Johnson Healthcare	Held	20,696	0	$5,256,163	+3.9%	2.11%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	96,962	-6,846	$5,149,651	−19.0%	2.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,197	+315	$4,654,317	+9.9%	1.87%
CCK	Crown Holdings, Inc. Consumer Cyclical	Held	39,005	0	$4,361,539	+11.5%	1.75%
META	Meta Platforms, Inc. Communication Services	Reduced	7,295	-175	$4,109,200	−3.9%	1.65%
C	Citigroup Inc Financial Services	Added	24,300	+2,300	$3,401,028	+36.3%	1.36%
ASML	Asml Holding NV Technology	Added	1,595	+150	$3,173,156	+66.3%	1.27%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	19,239	-599	$3,146,923	−8.1%	1.26%
GS	Goldman Sachs Group Inc Financial Services	Held	3,000	0	$3,034,110	+19.5%	1.22%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	17,300	0	$2,943,422	+17.3%	1.18%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	240,237	0	$2,820,382	+4.5%	1.13%
MPC	Marathon Petroleum Corp Energy	Held	10,000	0	$2,556,700	+4.7%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	2,084	+348	$2,499,612	+56.5%	1.00%
		Added	38,890	+19,445	$2,184,062	+111.9%	0.88%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,600	+2,000	$2,085,468	+23.6%	0.84%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	65,000	0	$1,879,750	+2.5%	0.75%
MRK	Merck & Co., Inc. Healthcare	Held	13,800	0	$1,773,300	+6.8%	0.71%
PEP	Pepsico Inc Consumer Defensive	Held	12,500	0	$1,692,500	−12.8%	0.68%
VB	Vanguard Morningstar Small-Cap ETF	Held	2,241	0	$1,539,141	+14.9%	0.62%
AGNG	Global X Funds Global X Aging Population ETF	Held	67,034	0	$1,334,236	+12.2%	0.53%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	168,733	0	$1,329,616	+4.5%	0.53%
MU	Micron Technology Inc Technology	Added	1,150	+150	$1,327,433	+292.9%	0.53%
WMT	Walmart Inc. Consumer Defensive	Held	11,632	0	$1,317,440	−8.9%	0.53%
BG	Bunge Global SA Consumer Defensive	Held	12,058	0	$1,286,950	−16.1%	0.52%
LMT	Lockheed Martin Corp Industrials	Held	2,500	0	$1,273,650	−15.7%	0.51%
WFC	Wells Fargo & Company/Mn Financial Services	Held	15,000	0	$1,239,600	+3.8%	0.50%
APH	Amphenol Corp /De/ Technology	NEW	3,500	NEW	$1,234,240	NEW	0.49%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Reduced	21,749	-930	$1,154,654	+3.1%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Added	1,450	+200	$1,067,780	+48.0%	0.43%
NKE	NIKE, Inc. Consumer Cyclical	Held	25,003	0	$1,026,373	−22.3%	0.41%
GLD	Spdr Gold Trust	Reduced	2,645	-1,500	$974,365	−45.4%	0.39%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,500	+500	$946,085	+1.5%	0.38%
RSG	Republic Services, Inc. Industrials	Held	4,425	0	$942,879	−2.7%	0.38%
PFE	Pfizer Inc Healthcare	Reduced	38,850	-11,200	$935,508	−33.4%	0.38%
XOM	ExxonMobil Holdings Corp Energy	Held	6,500	0	$888,680	−19.4%	0.36%
CAT	Caterpillar Inc Industrials	Held	808	0	$860,439	+50.3%	0.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	879	-105	$822,278	−16.1%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.