Filed: 11/14/2025ACC: 0001774207-25-000006
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $211.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$211.64M
Total AUM (reported)
1.27M
Total Shares
Allocation by class
COM$112.42M53.1%
-$48.63M23.0%
CAP STK CL A$23.91M11.3%
CL A$19.45M9.2%
CL B NEW$3.88M1.8%
CL B$2.50M1.2%
CAP STK CL C$852.4K0.4%
Portfolio Concentration
Top 3$53.40M25.2%
4–10$57.53M27.2%
11–25$52.14M24.6%
Rest$48.57M22.9%
Top 3 weight
25.2%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
1.27M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
Alphabet Inc
SOLEShares98.34K
TypeSH
Market value$23.91M
11.30%
Sole
98.34K
Shared
0.00
None
0.00
Microsoft
SOLEShares32.23K
TypeSH
Market value$16.69M
7.89%
Sole
32.23K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares68.63K
TypeSH
Market value$12.81M
6.05%
Sole
68.63K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares47.54K
TypeSH
Market value$12.10M
5.72%
Sole
47.54K
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares13.69K
TypeSH
Market value$9.12M
4.31%
Sole
13.69K
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares53.08K
TypeSH
Market value$8.44M
3.99%
Sole
53.08K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares11.00
TypeSH
Market value$8.30M
3.92%
Sole
11.00
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares24.02K
TypeSH
Market value$7.93M
3.75%
Sole
24.02K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares26.78K
TypeSH
Market value$5.88M
2.78%
Sole
26.78K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares10.14K
TypeSH
Market value$5.77M
2.73%
Sole
10.14K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares7.34K
TypeSH
Market value$5.39M
2.55%
Sole
7.34K
Shared
0.00
None
0.00
Home Depot
SOLEShares12.57K
TypeSH
Market value$5.09M
2.41%
Sole
12.57K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares53.68K
TypeSH
Market value$4.80M
2.27%
Sole
53.68K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares80K
TypeSH
Market value$4.08M
1.93%
Sole
80K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares7.72K
TypeSH
Market value$3.88M
1.83%
Sole
7.72K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares19.84K
TypeSH
Market value$3.82M
1.80%
Sole
19.84K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.10K
TypeSH
Market value$3.78M
1.78%
Sole
39.10K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares13.21K
TypeSH
Market value$3.69M
1.74%
Sole
13.21K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares19.71K
TypeSH
Market value$3.66M
1.73%
Sole
19.71K
Shared
0.00
None
0.00
iShares US Aerospace Defense ETF
SOLEShares12.25K
TypeSH
Market value$2.56M
1.21%
Sole
12.25K
Shared
0.00
None
0.00
Nike Inc Class B Com
SOLEShares35.80K
TypeSH
Market value$2.50M
1.18%
Sole
35.80K
Shared
0.00
None
0.00
Goldman Sachs Group
SOLEShares3K
TypeSH
Market value$2.39M
1.13%
Sole
3K
Shared
0.00
None
0.00
Invesco S & P Midcap Momentum ETF
SOLEShares16.80K
TypeSH
Market value$2.27M
1.07%
Sole
16.80K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares21.98K
TypeSH
Market value$2.23M
1.05%
Sole
21.98K
Shared
0.00
None
0.00
ProShares Trust S&P (500 Divid Aristocrats Etf)
SOLEShares19.48K
TypeSH
Market value$2.01M
0.95%
Sole
19.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet IncSOLE | CAP STK CL A | 98.34K | SH | $23.91M 11.30% | 98.34K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 32.23K | SH | $16.69M 7.89% | 32.23K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 68.63K | SH | $12.81M 6.05% | 68.63K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 47.54K | SH | $12.10M 5.72% | 47.54K | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 13.69K | SH | $9.12M 4.31% | 13.69K | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 53.08K | SH | $8.44M 3.99% | 53.08K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 11.00 | SH | $8.30M 3.92% | 11.00 | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 24.02K | SH | $7.93M 3.75% | 24.02K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 26.78K | SH | $5.88M 2.78% | 26.78K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 10.14K | SH | $5.77M 2.73% | 10.14K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 7.34K | SH | $5.39M 2.55% | 7.34K | 0.00 | 0.00 |
Home DepotSOLE | COM | 12.57K | SH | $5.09M 2.41% | 12.57K | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 53.68K | SH | $4.80M 2.27% | 53.68K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 80K | SH | $4.08M 1.93% | 80K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 7.72K | SH | $3.88M 1.83% | 7.72K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 19.84K | SH | $3.82M 1.80% | 19.84K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.10K | SH | $3.78M 1.78% | 39.10K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 13.21K | SH | $3.69M 1.74% | 13.21K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 19.71K | SH | $3.66M 1.73% | 19.71K | 0.00 | 0.00 |
iShares US Aerospace Defense ETFSOLE | - | 12.25K | SH | $2.56M 1.21% | 12.25K | 0.00 | 0.00 |
Nike Inc Class B ComSOLE | CL B | 35.80K | SH | $2.50M 1.18% | 35.80K | 0.00 | 0.00 |
Goldman Sachs GroupSOLE | COM | 3K | SH | $2.39M 1.13% | 3K | 0.00 | 0.00 |
Invesco S & P Midcap Momentum ETFSOLE | - | 16.80K | SH | $2.27M 1.07% | 16.80K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 21.98K | SH | $2.23M 1.05% | 21.98K | 0.00 | 0.00 |
ProShares Trust S&P (500 Divid Aristocrats Etf)SOLE | - | 19.48K | SH | $2.01M 0.95% | 19.48K | 0.00 | 0.00 |
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