Filed: 5/14/2026ACC: 0001774207-26-000002
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $253.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$253.01M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$132.85M52.5%
-$57.74M22.8%
CAP STK CL A$38.33M15.1%
CL A$17.51M6.9%
CL B NEW$4.13M1.6%
CAP STK CL C$1.40M0.6%
CL B$1.06M0.4%
Portfolio Concentration
Top 3$69.92M27.6%
4–10$72.69M28.7%
11–25$56.58M22.4%
Rest$53.83M21.3%
Top 3 weight
27.6%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.84M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
Alphabet Inc
SOLEShares95.20K
TypeSH
Market value$38.33M
15.15%
Sole
95.20K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares70.31K
TypeSH
Market value$15.88M
6.28%
Sole
70.31K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares52.56K
TypeSH
Market value$15.71M
6.21%
Sole
52.56K
Shared
0.00
None
0.00
Microsoft
SOLEShares35.28K
TypeSH
Market value$14.30M
5.65%
Sole
35.28K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares30.22K
TypeSH
Market value$12.60M
4.98%
Sole
30.22K
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares57.26K
TypeSH
Market value$11.10M
4.39%
Sole
57.26K
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares14.70K
TypeSH
Market value$10.91M
4.31%
Sole
14.70K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares36.28K
TypeSH
Market value$9.80M
3.87%
Sole
36.28K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares11.00
TypeSH
Market value$8.00M
3.16%
Sole
11.00
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares103.81K
TypeSH
Market value$5.98M
2.36%
Sole
103.81K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares14.52K
TypeSH
Market value$5.80M
2.29%
Sole
14.52K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares9.99K
TypeSH
Market value$4.90M
1.94%
Sole
9.99K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares20.70K
TypeSH
Market value$4.77M
1.88%
Sole
20.70K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares7.47K
TypeSH
Market value$4.61M
1.82%
Sole
7.47K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares90K
TypeSH
Market value$4.58M
1.81%
Sole
90K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares8.51K
TypeSH
Market value$4.13M
1.63%
Sole
8.51K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.01K
TypeSH
Market value$3.91M
1.54%
Sole
39.01K
Shared
0.00
None
0.00
Home Depot
SOLEShares12.88K
TypeSH
Market value$3.90M
1.54%
Sole
12.88K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares19.84K
TypeSH
Market value$3.45M
1.36%
Sole
19.84K
Shared
0.00
None
0.00
Invesco S & P Midcap Momentum ETF
SOLEShares17.30K
TypeSH
Market value$2.91M
1.15%
Sole
17.30K
Shared
0.00
None
0.00
Goldman Sachs Group
SOLEShares3K
TypeSH
Market value$2.87M
1.13%
Sole
3K
Shared
0.00
None
0.00
Nuveen Amt Free QLTY
SOLEShares240.24K
TypeSH
Market value$2.78M
1.10%
Sole
240.24K
Shared
0.00
None
0.00
iShares US Aerospace Defense ETF
SOLEShares12.25K
TypeSH
Market value$2.76M
1.09%
Sole
12.25K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares22K
TypeSH
Market value$2.73M
1.08%
Sole
22K
Shared
0.00
None
0.00
Marathon Petroleum
SOLEShares10K
TypeSH
Market value$2.49M
0.98%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet IncSOLE | CAP STK CL A | 95.20K | SH | $38.33M 15.15% | 95.20K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 70.31K | SH | $15.88M 6.28% | 70.31K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 52.56K | SH | $15.71M 6.21% | 52.56K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 35.28K | SH | $14.30M 5.65% | 35.28K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 30.22K | SH | $12.60M 4.98% | 30.22K | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 57.26K | SH | $11.10M 4.39% | 57.26K | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 14.70K | SH | $10.91M 4.31% | 14.70K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 36.28K | SH | $9.80M 3.87% | 36.28K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 11.00 | SH | $8.00M 3.16% | 11.00 | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 103.81K | SH | $5.98M 2.36% | 103.81K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 14.52K | SH | $5.80M 2.29% | 14.52K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 9.99K | SH | $4.90M 1.94% | 9.99K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 20.70K | SH | $4.77M 1.88% | 20.70K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 7.47K | SH | $4.61M 1.82% | 7.47K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 90K | SH | $4.58M 1.81% | 90K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 8.51K | SH | $4.13M 1.63% | 8.51K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.01K | SH | $3.91M 1.54% | 39.01K | 0.00 | 0.00 |
Home DepotSOLE | COM | 12.88K | SH | $3.90M 1.54% | 12.88K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 19.84K | SH | $3.45M 1.36% | 19.84K | 0.00 | 0.00 |
Invesco S & P Midcap Momentum ETFSOLE | - | 17.30K | SH | $2.91M 1.15% | 17.30K | 0.00 | 0.00 |
Goldman Sachs GroupSOLE | COM | 3K | SH | $2.87M 1.13% | 3K | 0.00 | 0.00 |
Nuveen Amt Free QLTYSOLE | COM | 240.24K | SH | $2.78M 1.10% | 240.24K | 0.00 | 0.00 |
iShares US Aerospace Defense ETFSOLE | - | 12.25K | SH | $2.76M 1.09% | 12.25K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 22K | SH | $2.73M 1.08% | 22K | 0.00 | 0.00 |
Marathon PetroleumSOLE | COM | 10K | SH | $2.49M 0.98% | 10K | 0.00 | 0.00 |
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