Filed: 2/13/2026ACC: 0001774207-26-000001
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $224.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$224.58M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
COM$116.81M52.0%
-$52.59M23.4%
CAP STK CL A$28.88M12.9%
CL A$19.03M8.5%
CL B NEW$4.20M1.9%
CL B$1.99M0.9%
CAP STK CL C$1.08M0.5%
Portfolio Concentration
Top 3$56.86M25.3%
4–10$61.43M27.4%
11–25$57.49M25.6%
Rest$48.79M21.7%
Top 3 weight
25.3%
Top 10 weight
52.7%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Sole
Full voting authority
1.30M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
Alphabet Inc
SOLEShares93.47K
TypeSH
Market value$28.88M
12.86%
Sole
93.47K
Shared
0.00
None
0.00
Microsoft
SOLEShares37.24K
TypeSH
Market value$14.96M
6.66%
Sole
37.24K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares49.73K
TypeSH
Market value$13.02M
5.80%
Sole
49.73K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares68K
TypeSH
Market value$12.71M
5.66%
Sole
68K
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares14.29K
TypeSH
Market value$9.74M
4.34%
Sole
14.29K
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares55.69K
TypeSH
Market value$9.36M
4.17%
Sole
55.69K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares27.73K
TypeSH
Market value$9.18M
4.09%
Sole
27.73K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares11.00
TypeSH
Market value$8.24M
3.67%
Sole
11.00
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares32.08K
TypeSH
Market value$6.40M
2.85%
Sole
32.08K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares10.99K
TypeSH
Market value$5.80M
2.58%
Sole
10.99K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares14.52K
TypeSH
Market value$5.34M
2.38%
Sole
14.52K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares96.96K
TypeSH
Market value$5.23M
2.33%
Sole
96.96K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares20.70K
TypeSH
Market value$5.06M
2.25%
Sole
20.70K
Shared
0.00
None
0.00
Home Depot
SOLEShares12.96K
TypeSH
Market value$5.06M
2.25%
Sole
12.96K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares7.67K
TypeSH
Market value$4.98M
2.22%
Sole
7.67K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares90K
TypeSH
Market value$4.60M
2.05%
Sole
90K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.01K
TypeSH
Market value$4.31M
1.92%
Sole
39.01K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares8.40K
TypeSH
Market value$4.20M
1.87%
Sole
8.40K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares19.84K
TypeSH
Market value$3.73M
1.66%
Sole
19.84K
Shared
0.00
None
0.00
iShares US Aerospace Defense ETF
SOLEShares12.25K
TypeSH
Market value$2.85M
1.27%
Sole
12.25K
Shared
0.00
None
0.00
Goldman Sachs Group
SOLEShares3K
TypeSH
Market value$2.71M
1.21%
Sole
3K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares22K
TypeSH
Market value$2.45M
1.09%
Sole
22K
Shared
0.00
None
0.00
Invesco S & P Midcap Momentum ETF
SOLEShares16.80K
TypeSH
Market value$2.44M
1.08%
Sole
16.80K
Shared
0.00
None
0.00
SPDR Gold Trust
SOLEShares5.14K
TypeSH
Market value$2.32M
1.03%
Sole
5.14K
Shared
0.00
None
0.00
ProShares Trust S&P (500 Divid Aristocrats Etf)
SOLEShares19.48K
TypeSH
Market value$2.21M
0.98%
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 | 93.47K | SH | $28.88M 12.86% | 93.47K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 37.24K | SH | $14.96M 6.66% | 37.24K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 49.73K | SH | $13.02M 5.80% | 49.73K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 68K | SH | $12.71M 5.66% | 68K | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 14.29K | SH | $9.74M 4.34% | 14.29K | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 55.69K | SH | $9.36M 4.17% | 55.69K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 27.73K | SH | $9.18M 4.09% | 27.73K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 11.00 | SH | $8.24M 3.67% | 11.00 | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 32.08K | SH | $6.40M 2.85% | 32.08K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 10.99K | SH | $5.80M 2.58% | 10.99K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 14.52K | SH | $5.34M 2.38% | 14.52K | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 96.96K | SH | $5.23M 2.33% | 96.96K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 20.70K | SH | $5.06M 2.25% | 20.70K | 0.00 | 0.00 |
Home DepotSOLE | COM | 12.96K | SH | $5.06M 2.25% | 12.96K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 7.67K | SH | $4.98M 2.22% | 7.67K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 90K | SH | $4.60M 2.05% | 90K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.01K | SH | $4.31M 1.92% | 39.01K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 8.40K | SH | $4.20M 1.87% | 8.40K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 19.84K | SH | $3.73M 1.66% | 19.84K | 0.00 | 0.00 |
iShares US Aerospace Defense ETFSOLE | - | 12.25K | SH | $2.85M 1.27% | 12.25K | 0.00 | 0.00 |
Goldman Sachs GroupSOLE | COM | 3K | SH | $2.71M 1.21% | 3K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 22K | SH | $2.45M 1.09% | 22K | 0.00 | 0.00 |
Invesco S & P Midcap Momentum ETFSOLE | - | 16.80K | SH | $2.44M 1.08% | 16.80K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | - | 5.14K | SH | $2.32M 1.03% | 5.14K | 0.00 | 0.00 |
ProShares Trust S&P (500 Divid Aristocrats Etf)SOLE | - | 19.48K | SH | $2.21M 0.98% | 19.48K | 0.00 | 0.00 |
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