Jupiter Wealth Management LLC
Portfolio value QoQ: -1.2% 13F does not disclose cash
Top 10 holdings weight54.00%
Top 25 holdings weight77.69%
Positions above 1%27
Effective number of positions23.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.72% Est. buys $7,413,960 · sells $4,320,376
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 77.5% still held
New positions7
Increased17
Decreased17
Closed4
Portfolio value
$250.0M
Positions
93
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 93 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL | $33,701,778 | 13.48% | 94,305 | $-4,626,841 | Down ×1 | ||
| AAPL | $15,301,936 | 6.12% | 52,882 | $-407,867 | Up ×4 | ||
| NVDA | $14,182,379 | 5.67% | 70,880 | $-1,694,599 | Up ×2 | ||
| MSFT | $13,151,939 | 5.26% | 35,258 | $-1,145,085 | Down ×2 | ||
| MS | $12,293,015 | 4.92% | 58,807 | $1,194,891 | Up ×6 | ||
| AVGO | $11,275,460 | 4.51% | 29,849 | $-1,321,601 | Down ×1 | ||
| SPY | $11,090,725 | 4.44% | 14,852 | $177,585 | Up ×4 | ||
| AMZN | $8,396,957 | 3.36% | 35,231 | $-1,402,819 | Down ×1 | ||
| BRK-A | $8,237,350 | 3.30% | 11 | $234,849 | |||
| TSM | $7,365,085 | 2.95% | 15,422 | $1,561,188 | Up ×1 | ||
| MA | $5,336,818 | 2.13% | 10,391 | $434,343 | Up ×1 | ||
| JNJ | $5,256,163 | 2.10% | 20,696 | $487,391 | |||
| XLE | $5,149,652 | 2.06% | 96,962 | $-832,803 | Down ×1 | ||
| HD | $4,654,318 | 1.86% | 13,197 | $756,869 | Up ×1 | ||
| JMST | $4,590,000 | 1.84% | 90,000 | $10,800 | |||
| CCK | $4,361,539 | 1.74% | 39,005 | $452,848 | |||
| BRK-B | $4,255,817 | 1.70% | 8,505 | $126,469 | |||
| META | $4,109,201 | 1.64% | 7,295 | $-497,025 | Down ×2 | ||
| C | $3,401,028 | 1.36% | 24,300 | $670,828 | Up ×1 | ||
| ASML | $3,173,157 | 1.27% | 1,595 | $887,774 | Up ×2 | ||
| AMT | $3,146,923 | 1.26% | 19,239 | $-302,310 | Down ×1 | ||
| GS | $3,034,110 | 1.21% | 3,000 | $167,850 | |||
| ITA | $2,969,403 | 1.19% | 12,249 | $204,681 | |||
| XMMO | $2,943,422 | 1.18% | 17,300 | $36,849 | |||
| NEA | $2,820,385 | 1.13% | 240,237 | $43,243 | |||
| MPC | $2,556,700 | 1.02% | 10,000 | $65,800 | |||
| LLY | $2,499,612 | 1.00% | 2,084 | $736,270 | Up ×1 | ||
| NOBL | $2,184,062 | 0.87% | 38,890 | $121,531 | Up ×1 | ||
| BAC | $2,085,468 | 0.83% | 36,600 | $361,004 | Up ×1 | ||
| IWF | $1,855,100 | 0.74% | 14,940 | $-2,091 | |||
| MRK | $1,773,300 | 0.71% | 13,800 | $207,690 | |||
| PEP | $1,692,500 | 0.68% | 12,500 | $-173,375 | |||
| VOO | $1,539,141 | 0.62% | 2,241 | $9,860 | |||
| SCHD | $1,426,950 | 0.57% | 45,000 | $-1,800 | |||
| JPC | $1,329,616 | 0.53% | 168,733 | $-16,873 | |||
| MU | $1,327,434 | 0.53% | 1,150 | $523,804 | Up ×1 | ||
| WMT | $1,317,440 | 0.53% | 11,632 | $-211,819 | |||
| BG | $1,286,950 | 0.51% | 12,058 | $-232,599 | |||
| LMT | $1,273,650 | 0.51% | 2,500 | $-26,200 | |||
| WFC | $1,239,600 | 0.50% | 15,000 | $136,650 | |||
| GOOG | $1,236,655 | 0.49% | 3,500 | $-159,985 | |||
| IWR | $1,213,520 | 0.49% | 11,000 | $61,380 | |||
| SPYI | $1,154,654 | 0.46% | 21,749 | $-61,961 | Down ×1 | ||
| Unknown issuer (CUSIP: 77926X320) | $1,144,675 | 0.46% | 15,500 | Up ×1 | |||
| QYLD | $1,143,287 | 0.46% | 62,034 | $18,611 | |||
| QQQ | $1,067,780 | 0.43% | 1,450 | $174,392 | Up ×2 | ||
| NKE | $1,026,373 | 0.41% | 25,003 | $-32,254 | |||
| GLD | $974,365 | 0.39% | 2,645 | $-810,058 | Down ×2 | ||
| MCD | $946,085 | 0.38% | 3,500 | $118,985 | Up ×2 | ||
| RSG | $942,879 | 0.38% | 4,425 | $41,639 | |||
| PFE | $935,508 | 0.37% | 38,850 | $-363,790 | Down ×1 | ||
| DVY | $922,170 | 0.37% | 5,900 | $-65,482 | Down ×1 | ||
| JEPI | $917,800 | 0.37% | 16,250 | $8,937 | |||
| XOM | $888,680 | 0.36% | 6,500 | $-96,525 | |||
| CAT | $860,439 | 0.34% | 808 | $131,381 | |||
| COST | $822,278 | 0.33% | 879 | $-194,273 | Down ×1 | ||
| ITB | $783,600 | 0.31% | 7,500 | $116,325 | |||
| CCI | $757,300 | 0.30% | 10,000 | $-138,900 | |||
| PSX | $710,010 | 0.28% | 4,200 | $-11,634 | |||
| IWO | $663,035 | 0.27% | 1,683 | $41,537 | |||
| NFLX | $656,880 | 0.26% | 9,200 | $-253,744 | Down ×1 | ||
| LRCX | $649,995 | 0.26% | 1,500 | $206,835 | |||
| APH | $617,120 | 0.25% | 3,500 | Up ×1 | |||
| JPM | $590,503 | 0.24% | 1,804 | $48,852 | |||
| VXUS | $586,889 | 0.23% | 6,865 | $-252,425 | Down ×1 | ||
| PH | $552,638 | 0.22% | 565 | $54,099 | |||
| AMGN | $543,180 | 0.22% | 1,500 | $38,505 | |||
| MDT | $469,380 | 0.19% | 6,000 | $12,120 | |||
| CRSP | $463,590 | 0.19% | 8,500 | $15,215 | |||
| SCHI | $452,800 | 0.18% | 20,000 | $400 | |||
| VIG | $430,885 | 0.17% | 1,821 | $14,459 | |||
| DIS | $420,901 | 0.17% | 4,373 | $-252,347 | Down ×1 | ||
| GEV | $411,201 | 0.16% | 350 | Up ×1 | |||
| NLY | $407,789 | 0.16% | 18,237 | $3,647 | |||
| IVV | $374,445 | 0.15% | 500 | Up ×1 | |||
| GPIX | $327,252 | 0.13% | 5,889 | $2,238 | |||
| NFJ | $325,393 | 0.13% | 21,421 | $13,496 | |||
| AFB | $310,068 | 0.12% | 27,175 | $7,609 | |||
| IBM | $281,210 | 0.11% | 1,000 | Up ×1 | |||
| EEM | $253,117 | 0.10% | 3,700 | $4,440 | |||
| CVX | $248,640 | 0.10% | 1,500 | $-830,160 | Down ×1 | ||
| HAL | $237,650 | 0.10% | 7,000 | $114,590 | Up ×1 | ||
| SNPE | $228,891 | 0.09% | 3,324 | $2,892 | |||
| COF | $200,620 | 0.08% | 1,000 | ||||
| TOST | $194,740 | 0.08% | 7,000 | $83,090 | Up ×1 | ||
| BUG | $190,950 | 0.08% | 5,000 | $38,450 | |||
| LNG | $143,406 | 0.06% | 600 | $-107,943 | Down ×1 | ||
| PMM | $130,800 | 0.05% | 20,000 | $5,200 | |||
| UNP | $130,288 | 0.05% | 479 | $3,521 | |||
| IBDX | $128,469 | 0.05% | 5,100 | $51 | |||
| IBDY | $118,427 | 0.05% | 4,600 | $-23 | |||
| CASS | $102,640 | 0.04% | 2,000 | Up ×1 | |||
| CCJ | $101,860 | 0.04% | 1,000 | $-13,530 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PHM | Dec. 31, 2025 | 10,900 | $1,440,217 | -1.3% |
| KBH | Dec. 31, 2025 | 18,500 | $1,177,340 | -18.9% |
| LEN | Dec. 31, 2025 | 8,400 | $1,058,736 | -22.4% |
| ETH | Dec. 31, 2025 | 15,000 | $587,700 | -9.3% |
| XLF | Dec. 31, 2025 | 10,000 | $538,700 | -2.3% |
| CVS | Dec. 31, 2025 | 7,000 | $527,730 | 8.9% |
| CCJ | Sept. 30, 2025 | 6,000 | $453,600 | 1.6% |
| ORCL | Sept. 30, 2025 | 1,750 | $427,315 | -49.4% |
| BILL | Dec. 31, 2025 | 7,000 | $370,790 | -20.0% |
| CROX | Dec. 31, 2025 | 4,375 | $365,531 | 38.1% |
| IBTF | Dec. 31, 2025 | 14,300 | $334,120 | No longer tracked |
| CMG | Dec. 31, 2025 | 8,000 | $313,520 | -12.5% |
| COF | March 31, 2026 | 1,500 | $310,335 | 6.7% |
| ZS | March 31, 2026 | 1,750 | $299,075 | 40.1% |
| INSM | Dec. 31, 2025 | 2,000 | $288,020 | -36.2% |
| RKT | June 30, 2026 | 20,000 | $276,800 | -25.7% |
| PANW | March 31, 2026 | 1,500 | $244,215 | 151.5% |
| DD | June 30, 2025 | 3,000 | $206,760 | 352.9% |
| CPNG | June 30, 2025 | 6,597 | $179,175 | -54.0% |
| HOOD | Dec. 31, 2025 | 1,160 | $166,089 | -0.3% |
| V | March 31, 2026 | 500 | $162,090 | 19.3% |
| VNQ | June 30, 2026 | 1,374 | $131,753 | |
| NOW | Sept. 30, 2025 | 150 | $129,495 | -27.0% |
| DHI | Dec. 31, 2025 | 750 | $127,103 | -6.3% |
| AI | June 30, 2025 | 5,000 | $115,900 | -55.2% |
| IBIT | Dec. 31, 2025 | 1,760 | $114,400 | |
| COP | June 30, 2026 | 900 | $105,660 | 21.9% |
| PLTR | June 30, 2026 | 800 | $104,040 | 61.8% |
| CRWD | March 31, 2026 | 250 | $102,885 | -30.8% |