Jupiter Wealth Management LLC reported 59 positions worth $199.11M for the quarter ended Jun 30, 2026, down 2.1% on the prior quarter. It opened 5 new positions, added to 14, trimmed 13 and exited 3. Its largest holding is Alphabet Inc. at 16.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | +7,000 | – | $617.12K | 0.31% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +905 | +6.2% | $432.20K | 3.7% |
| LLY ELI LILLY & Co | +348 | +20.0% | $417.40K | 1.26% |
| GEV GE Vernova Inc. | +350 | – | $411.20K | 0.207% |
| MS Morgan Stanley | +1,550 | +2.7% | $324.01K | 6.17% |
| C Citigroup Inc | +2,300 | +10.5% | $321.91K | 1.71% |
| ASML Asml Holding Nv | +150 | +10.4% | $298.42K | 1.59% |
| IBM International Business Machines Corp | +1,000 | – | $281.21K | 0.141% |
| MA Mastercard Inc | +399 | +4.0% | $204.93K | 2.68% |
| COF Capital One Financial Corp | +1,000 | – | $200.62K | 0.101% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -4,300 | -74.1% | $712.77K | 0.125% |
| GLD Spdr Gold Trust | -1,500 | -36.2% | $552.57K | 0.489% |
| GOOGL Alphabet Inc. | -893 | -0.9% | $319.13K | 16.93% |
| RKT Rocket Companies, Inc. | -20.0K | -100.0% | $276.80K | Exited |
| PFE Pfizer Inc | -11.2K | -22.4% | $269.70K | 0.47% |
| AMZN Amazon Com Inc | -1,047 | -2.9% | $249.54K | 4.22% |
| DIS Walt Disney Co | -2,045 | -31.9% | $196.83K | 0.211% |
| AVGO Broadcom Inc. | -375 | -1.2% | $141.66K | 5.66% |
| LNG Cheniere Energy, Inc. | -450 | -42.9% | $107.55K | 0.072% |
| COP Conocophillips | -900 | -100.0% | $105.66K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 94.3K | $33.70M | 16.93% | -893 | -0.9% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 52.9K | $15.30M | 7.69% | +318 | +0.6% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 70.9K | $14.18M | 7.12% | +575 | +0.8% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 35.3K | $13.15M | 6.61% | -25 | -0.1% | Reduced | 0% |
| 5 | MS Morgan Stanley | Financial Services | 58.8K | $12.29M | 6.17% | +1,550 | +2.7% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 29.8K | $11.28M | 5.66% | -375 | -1.2% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 35.2K | $8.40M | 4.22% | -1,047 | -2.9% | Reduced | 0% |
| 8 | BRK-A Berkshire Hathaway Inc | Financial Services | 11 | $8.24M | 4.14% | 0 | 0.0% | Unchanged | 0% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 15.4K | $7.37M | 3.7% | +905 | +6.2% | Added | 0% |
| 10 | MA Mastercard Inc | Financial Services | 10.4K | $5.34M | 2.68% | +399 | +4.0% | Added | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 20.7K | $5.26M | 2.64% | 0 | 0.0% | Unchanged | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 13.2K | $4.65M | 2.34% | +315 | +2.4% | Added | 0% |
| 13 | CCK Crown Holdings, Inc. | Basic Materials | 39.0K | $4.36M | 2.19% | 0 | 0.0% | Unchanged | 0.04% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,505 | $4.26M | 2.14% | 0 | 0.0% | Unchanged | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 7,295 | $4.11M | 2.06% | -175 | -2.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Jupiter Wealth Management.
As of its Q2 2026 13F filing, Jupiter Wealth Management LLC’s five largest positions were Alphabet Inc. (GOOGL) at 16.9%, Apple Inc. (AAPL) at 7.7%, Nvidia Corp (NVDA) at 7.1%, Microsoft Corp (MSFT) at 6.6%, Morgan Stanley (MS) at 6.2% of the reported portfolio.
Jupiter Wealth Management LLC reported a 13F portfolio worth $199.11M across 59 positions for Q2 2026. That is down 2.1% from the previous quarter.
Its largest purchases by value were Amphenol Corp ($617.12K), Taiwan Semiconductor Manufacturing Co Ltd ($432.20K), ELI LILLY & Co ($417.40K). It opened 5 new positions.
Its largest sales by value were Chevron Corp ($712.77K), Spdr Gold Trust ($552.57K), Alphabet Inc. ($319.13K). It exited 3 positions entirely.
From the Form 13F-HR reports Jupiter Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.