Jupiter Wealth Management LLC

CIK

1774207

Location

GLENDALE, CO

Portfolio Value

Small $182,426,221

Diversification

Diversified

Filing Date

Global Rank

#4,077 / 8,232 ▲ 200

Top Industry

Internet Content & Information 18.6%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.4%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.0%

−0.9 pts

Top 5

41.4%

−3.7 pts

Top 10

61.4%

−4.4 pts

HHI

540

Diversified−73

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$55,739,270	10
Communication Services	18.2%	$33,267,473	4
Financial Services	17.5%	$31,874,261	14
Consumer Cyclical	9.8%	$17,955,658	5
Unclassified	6.6%	$12,066,325	3
Healthcare	6.1%	$11,173,076	7
Energy	3.4%	$6,152,094	8
Consumer Defensive	3.2%	$5,901,013	4
Real Estate	2.5%	$4,622,454	3
Industrials	2.0%	$3,674,597	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+4,200	36,278	$7,555,619
CVX	Chevron Corp	+4,050	5,800	$1,200,020
AAPL	Apple Inc.	+2,834	52,564	$13,340,217
AVGO	Broadcom Inc.	+2,496	30,224	$9,354,630
NVDA	Nvidia Corp	+2,309	70,305	$12,261,192
PSX	Phillips 66	+1,950	4,200	$765,156
GOOGL	Alphabet Inc.	+1,724	95,198	$27,375,136
MS	Morgan Stanley	+1,569	57,257	$9,422,784
XOM	Exxon Mobil Corp	+1,500	6,500	$1,102,790
NFLX	Netflix Inc	+1,200	10,400	$999,960
MCD	Mcdonalds Corp	+1,000	3,000	$932,370
QQQ	Invesco Qqq Trust, Series 1	+750	1,250	$721,475
NLY	Annaly Capital Management Inc	+541	18,237	$385,712
LNG	Cheniere Energy, Inc.	+450	1,050	$297,948
SPY	Spdr S&P 500 ETF Trust	+410	14,702	$9,561,298
ASML	Asml Holding NV	+235	1,445	$1,908,599
BRK-B	Berkshire Hathaway Inc	+102	8,505	$4,075,596
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−7,643	25,003	$1,320,658
CCI	Crown Castle Inc.	−6,000	10,000	$813,100
BAC	Bank Of America Corp /De/	−2,000	34,600	$1,686,750
MSFT	Microsoft Corp	−1,958	35,283	$13,060,708
GLD	Spdr Gold Trust	−1,000	4,145	$1,783,552
MA	Mastercard Inc	−999	9,992	$4,992,602
PLTR	Palantir Technologies Inc.	−200	800	$117,024
META	Meta Platforms, Inc.	−200	7,470	$4,273,811
LLY	ELI LILLY & Co	−98	1,736	$1,596,720
HD	Home Depot, Inc.	−78	12,882	$4,236,760
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
NEA	Nuveen AMT-Free Quality Municipal Income Fund	240,237	$2,697,861
JPC	Nuveen Preferred & Income Opportunities Fund	168,733	$1,272,246
MU	Micron Technology Inc	1,000	$337,840
AFB	Alliancebernstein National Municipal Income Fund	27,175	$290,500
RKT	Rocket Companies, Inc.	20,000	$285,000
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	21,421	$270,118
PMM	Putnam Managed Municipal Income Trust	20,000	$123,000
COP	Conocophillips	900	$118,800
HAL	Halliburton Co	3,000	$116,970
CCJ	Cameco Corp	1,000	$108,610
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ZS	Zscaler, Inc.	1,750	$393,610
COF	Capital One Financial Corp	1,500	$363,540
PANW	Palo Alto Networks Inc	1,500	$276,300
V	Visa Inc.	500	$175,355
CRWD	CrowdStrike Holdings, Inc.	250	$117,190
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $182,426,221 total · as of Mar 31, 2026

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

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	95,198	+1,724	$27,375,136	−6.4%	15.01%
AAPL	Apple Inc. Technology	Added	52,564	+2,834	$13,340,217	−1.3%	7.31%
MSFT	Microsoft Corp Technology	Reduced	35,283	-1,958	$13,060,708	−27.5%	7.16%
NVDA	Nvidia Corp Technology	Added	70,305	+2,309	$12,261,192	−3.3%	6.72%
SPY	Spdr S&P 500 ETF Trust	Added	14,702	+410	$9,561,298	−1.9%	5.24%
MS	Morgan Stanley Financial Services	Added	57,257	+1,569	$9,422,784	−4.7%	5.17%
AVGO	Broadcom Inc. Technology	Added	30,224	+2,496	$9,354,630	−2.5%	5.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,278	+4,200	$7,555,619	+2.0%	4.14%
JNJ	Johnson & Johnson Healthcare	Held	20,696	0	$5,058,930	+18.1%	2.77%
MA	Mastercard Inc Financial Services	Reduced	9,992	-999	$4,992,602	−20.4%	2.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	14,517	0	$4,906,020	+11.2%	2.69%
META	Meta Platforms, Inc. Communication Services	Reduced	7,470	-200	$4,273,811	−15.6%	2.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,882	-78	$4,236,760	−5.0%	2.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,505	+102	$4,075,596	−3.5%	2.23%
CCK	Crown Holdings, Inc. Consumer Cyclical	Held	39,005	0	$3,910,251	−2.6%	2.14%
AMT	American Tower Corp /Ma/ Real Estate	Held	19,838	0	$3,423,642	−1.7%	1.88%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	NEW	240,237	NEW	$2,697,861	NEW	1.48%
GS	Goldman Sachs Group Inc Financial Services	Held	3,000	0	$2,537,970	−3.8%	1.39%
C	Citigroup Inc Financial Services	Held	22,000	0	$2,495,020	−2.8%	1.37%
MPC	Marathon Petroleum Corp Energy	Held	10,000	0	$2,441,800	+50.1%	1.34%
PEP	Pepsico Inc Consumer Defensive	Held	12,500	0	$1,941,125	+8.2%	1.06%
ASML	Asml Holding NV Technology	Added	1,445	+235	$1,908,599	+47.4%	1.05%
GLD	Spdr Gold Trust	Reduced	4,145	-1,000	$1,783,552	−12.5%	0.98%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	34,600	-2,000	$1,686,750	−16.2%	0.92%
MRK	Merck & Co., Inc. Healthcare	Held	13,800	0	$1,660,002	+14.3%	0.91%
LLY	ELI LILLY & Co Healthcare	Reduced	1,736	-98	$1,596,720	−19.0%	0.88%
BG	Bunge Global SA Consumer Defensive	Held	12,058	0	$1,533,777	+42.8%	0.84%
LMT	Lockheed Martin Corp Industrials	Held	2,500	0	$1,510,975	+25.0%	0.83%
WMT	Walmart Inc. Consumer Defensive	Held	11,632	0	$1,445,624	+11.6%	0.79%
PFE	Pfizer Inc Healthcare	Held	50,050	0	$1,405,404	+12.8%	0.77%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	25,003	-7,643	$1,320,658	−36.5%	0.72%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	NEW	168,733	NEW	$1,272,246	NEW	0.70%
CVX	Chevron Corp Energy	Added	5,800	+4,050	$1,200,020	+349.9%	0.66%
WFC	Wells Fargo & Company/Mn Financial Services	Held	15,000	0	$1,194,150	−14.6%	0.65%
XOM	Exxon Mobil Corp Energy	Added	6,500	+1,500	$1,102,790	+83.3%	0.60%
NFLX	Netflix Inc Communication Services	Added	10,400	+1,200	$999,960	+15.9%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	984	0	$980,487	+15.5%	0.54%
RSG	Republic Services, Inc. Industrials	Held	4,425	0	$969,163	+3.3%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,000	+1,000	$932,370	+52.5%	0.51%
CCI	Crown Castle Inc. Real Estate	Reduced	10,000	-6,000	$813,100	−42.8%	0.45%
PSX	Phillips 66 Energy	Added	4,200	+1,950	$765,156	+163.5%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Added	1,250	+750	$721,475	+134.9%	0.40%
DIS	Walt Disney Co Communication Services	Held	6,418	0	$618,566	−15.3%	0.34%
CAT	Caterpillar Inc Industrials	Held	808	0	$572,435	+23.7%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,804	0	$530,664	−8.7%	0.29%
AMGN	Amgen Inc Healthcare	Held	1,500	0	$527,775	+7.5%	0.29%
MDT	Medtronic plc Healthcare	Held	6,000	0	$519,900	−9.8%	0.28%
PH	Parker-Hannifin Corp Industrials	Held	565	0	$505,810	+1.9%	0.28%
CRSP	CRISPR Therapeutics AG Healthcare	Held	8,500	0	$404,345	−9.3%	0.22%
NLY	Annaly Capital Management Inc Real Estate	Added	18,237	+541	$385,712	−2.5%	0.21%