Jupiter Wealth Management LLC

CIK

1774207

Location

GLENDALE, CO

Portfolio Value

Micro $5,901,013

Diversification

Diversified

Filing Date

Global Rank

#4,411 / 8,586 ▲ 97

Top Industry

Internet Content & Information 18.6%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed May 14, 2026 · 33d

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

+70.3%

SPY

+78.1%

Annualised alpha

-1.8%

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
META	Meta Platforms, Inc.	−200	7,470	$4,273,811
PLTR	Palantir Technologies Inc.	−200	800	$117,024
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

4 positions · $5,901,013 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Held	984	$980,487	+15.5%	16.62%
WMT	Walmart Inc. Consumer Defensive	Held	11,632	$1,445,624	+11.6%	24.50%
BG	Bunge Global SA Consumer Defensive	Held	12,058	$1,533,777	+42.8%	25.99%
PEP	Pepsico Inc Consumer Defensive	Held	12,500	$1,941,125	+8.2%	32.89%