Institutional Manager · CIK 0001774207
Jupiter Wealth Management LLC
GLENDALE, CO · File #028-19474
Latest AUM
$224.6M
Positions
84
Top-10 Concentration
55.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202584 pos · $224.6M
- 13F HOLDINGS REPORTQ/E Sep 202593 pos · $211.6M
- 13F HOLDINGS REPORTQ/E Jun 202590 pos · $198.0M
- 13F HOLDINGS REPORTQ/E Mar 202569 pos · $165.1M
- 13F HOLDINGS REPORTQ/E Dec 202489 pos · $199.6M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $195.4M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $188.7M
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $188.9M
- 13F HOLDINGS REPORTQ/E Dec 202386 pos · $154.3M
- 13F HOLDINGS REPORTQ/E Sep 202368 pos · $116.5M
- 13F HOLDINGS REPORTQ/E Jun 202366 pos · $108.6M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $103,366
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOG | 93,474 | $28.9M | 13.61% |
| 2 | Microsoft | MSFT | 37,241 | $15.0M | 7.05% |
| 3 | Apple Inc Com | AAPL | 49,730 | $13.0M | 6.13% |
| 4 | Nvidia Corporation | NVDA | 67,996 | $12.7M | 5.99% |
| 5 | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | SPY | 14,292 | $9.7M | 4.59% |
| 6 | Morgan Stanley Com | MS-PQ | 55,688 | $9.4M | 4.41% |
| 7 | Broadcom Inc Com | AVGO | 27,728 | $9.2M | 4.33% |
| 8 | Berkshire Hathaway | BRK-A | 11 | $8.2M | 3.88% |
| 9 | Amazon.Com Inc | AMZN | 32,078 | $6.4M | 3.02% |
| 10 | Mastercard Inc CL A | MA | 10,991 | $5.8M | 2.73% |
| 11 | Taiwan Semiconductor | 874039100 | 14,517 | $5.3M | 2.52% |
| 12 | Energy Select Sector SPDR ETF IV | 81369Y506 | 96,962 | $5.2M | 2.47% |
| 13 | Johnson & Johnson | JNJ | 20,696 | $5.1M | 2.38% |
| 14 | Home Depot | HD | 12,960 | $5.1M | 2.38% |
| 15 | Facebook Inc-Class A | META | 7,670 | $5.0M | 2.35% |
| 16 | JPMorgan Ultra SHRT Muncipl Incm ETF | 46641Q654 | 90,000 | $4.6M | 2.17% |
| 17 | Crown HLDGS Inc Com | CCK | 39,005 | $4.3M | 2.03% |
| 18 | Berkshire Hathaway | BRK-A | 8,403 | $4.2M | 1.98% |
| 19 | American Tower Corp | 03027X100 | 19,838 | $3.7M | 1.76% |
| 20 | iShares US Aerospace Defense ETF | 464288760 | 12,249 | $2.8M | 1.34% |