Jupiter Wealth Management LLC

CIK

1774207

Location

GLENDALE, CO

Portfolio Value

Small $216,688,117

Diversification

Diversified

Filing Date

Global Rank

#4,283 / 8,517 ▲ 210

Top Industry

Internet Content & Information 19.3%

3Y Alpha vs SPY

+29.5%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+237.6%

SPY

+75.3%

Annualised alpha

+29.4%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.1%

+1.4 pts

Top 5

41.6%

+0.5 pts

Top 10

64.8%

+2.5 pts

HHI

579

Diversified+45

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$66,903,330	11
Financial Services	21.0%	$45,590,575	14
Communication Services	18.5%	$40,125,413	4
Consumer Cyclical	8.9%	$19,385,270	5
Unclassified	6.5%	$14,150,946	5
Healthcare	5.5%	$11,940,733	7
Consumer Defensive	2.4%	$5,119,168	4
Energy	2.3%	$4,886,946	7
Real Estate	2.0%	$4,312,002	3
Industrials	2.0%	$4,273,734	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
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

14 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−11,200	38,850	$935,508
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
NFLX	Netflix Inc	−1,200	9,200	$656,880
AMZN	Amazon Com Inc	−1,047	35,231	$8,396,956
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
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
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
APH	Amphenol Corp /De/	3,500	$0
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

67 tracked positions · $216,688,117 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 67 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%	16.12%
AAPL	Apple Inc. Technology	Added	52,882	+318	$15,301,935	+14.7%	7.06%
NVDA	Nvidia Corp Technology	Added	70,880	+575	$14,182,379	+15.7%	6.55%
MSFT	Microsoft Corp Technology	Reduced	35,258	-25	$13,151,939	+0.7%	6.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	8,516	0	$12,493,166	+4.3%	5.77%
MS	Morgan Stanley Financial Services	Added	58,807	+1,550	$12,293,015	+30.5%	5.67%
AVGO	Broadcom Inc. Technology	Reduced	29,849	-375	$11,275,459	+20.5%	5.20%
SPY	Spdr S&P 500 ETF Trust	Added	14,852	+150	$11,091,028	+16.0%	5.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,231	-1,047	$8,396,956	+11.1%	3.88%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	15,422	+905	$7,365,084	+50.1%	3.40%
MA	Mastercard Inc Financial Services	Added	10,391	+399	$5,336,817	+6.9%	2.46%
JNJ	Johnson & Johnson Healthcare	Held	20,696	0	$5,256,163	+3.9%	2.43%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,197	+315	$4,654,317	+9.9%	2.15%
CCK	Crown Holdings, Inc. Consumer Cyclical	Held	39,005	0	$4,361,539	+11.5%	2.01%
META	Meta Platforms, Inc. Communication Services	Reduced	7,295	-175	$4,109,200	−3.9%	1.90%
C	Citigroup Inc Financial Services	Added	24,300	+2,300	$3,401,028	+36.3%	1.57%
ASML	Asml Holding NV Technology	Added	1,595	+150	$3,173,156	+66.3%	1.46%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	19,239	-599	$3,146,923	−8.1%	1.45%
GS	Goldman Sachs Group Inc Financial Services	Held	3,000	0	$3,034,110	+19.5%	1.40%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	240,237	0	$2,820,382	+4.5%	1.30%
MPC	Marathon Petroleum Corp Energy	Held	10,000	0	$2,556,700	+4.7%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	2,084	+348	$2,499,612	+56.5%	1.15%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,600	+2,000	$2,085,468	+23.6%	0.96%
MRK	Merck & Co., Inc. Healthcare	Held	13,800	0	$1,773,300	+6.8%	0.82%
PEP	Pepsico Inc Consumer Defensive	Held	12,500	0	$1,692,500	−12.8%	0.78%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	168,733	0	$1,329,616	+4.5%	0.61%
MU	Micron Technology Inc Technology	Added	1,150	+150	$1,327,433	+292.9%	0.61%
WMT	Walmart Inc. Consumer Defensive	Held	11,632	0	$1,317,440	−8.9%	0.61%
BG	Bunge Global SA Consumer Defensive	Held	12,058	0	$1,286,950	−16.1%	0.59%
LMT	Lockheed Martin Corp Industrials	Held	2,500	0	$1,273,650	−15.7%	0.59%
WFC	Wells Fargo & Company/Mn Financial Services	Held	15,000	0	$1,239,600	+3.8%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Added	1,450	+200	$1,067,780	+48.0%	0.49%
NKE	NIKE, Inc. Consumer Cyclical	Held	25,003	0	$1,026,373	−22.3%	0.47%
GLD	Spdr Gold Trust	Reduced	2,645	-1,500	$974,365	−45.4%	0.45%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,500	+500	$946,085	+1.5%	0.44%
RSG	Republic Services, Inc. Industrials	Held	4,425	0	$942,879	−2.7%	0.44%
PFE	Pfizer Inc Healthcare	Reduced	38,850	-11,200	$935,508	−33.4%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Held	6,500	0	$888,680	−19.4%	0.41%
CAT	Caterpillar Inc Industrials	Held	808	0	$860,439	+50.3%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	879	-105	$822,278	−16.1%	0.38%
CCI	Crown Castle Inc. Real Estate	Held	10,000	0	$757,300	−6.9%	0.35%
PSX	Phillips 66 Energy	Held	4,200	0	$710,010	−7.2%	0.33%
NFLX	Netflix Inc Communication Services	Reduced	9,200	-1,200	$656,880	−34.3%	0.30%
LRCX	Lam Research Corp Technology	Held	1,500	0	$649,995	+102.8%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,804	0	$590,503	+11.3%	0.27%
VXUS	Vanguard Total International Stock ETF	Reduced	6,865	-3,000	$586,888	−22.8%	0.27%
PH	Parker-Hannifin Corp Industrials	Held	565	0	$552,637	+9.3%	0.26%
AMGN	Amgen Inc Healthcare	Held	1,500	0	$543,180	+2.9%	0.25%
MDT	Medtronic plc Healthcare	Held	6,000	0	$469,380	−9.7%	0.22%
CRSP	CRISPR Therapeutics AG Healthcare	Held	8,500	0	$463,590	+14.7%	0.21%

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.