Jupiter Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Jupiter Wealth Management LLC reported 93 stock positions worth $250.0 million. Its top holding was Alphabet Class A (GOOGL) at 13.5% of the portfolio, followed by Apple (AAPL, 6.1%) and Nvidia (NVDA, 5.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 4, added to 16 and reduced 18. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +6%) and the biggest sale Alphabet Class A (GOOGL, shares −1%).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$250.0M (Q2 2026)
SEC Filing
0001774207-26-000003 ↗ filed Aug 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $188.9M Q1 2024 Q2 2024: $188.7M Q2 2024 Q3 2024: $195.4M Q3 2024 Q4 2024: $199.6M Q4 2024 Q1 2025: $165.1M Q1 2025 Q2 2025: $198.0M Q2 2025 Q3 2025: $211.6M Q3 2025 Q4 2025: $224.6M Q4 2025 Q1 2026: $253.0M Q1 2026 Q2 2026: $250.0M $250.0M Q2 2026

Holdings 93 stocks · $250.0M
GOOGL Alphabet Inc. Class A 13.48% 94,305 $33.7M Reduce -0.9%
AAPL Apple Inc. 6.12% 52,882 $15.3M Add +0.6%
NVDA Nvidia Corp. 5.67% 70,880 $14.2M Add +0.8%
MSFT Microsoft Corp. 5.26% 35,258 $13.2M Reduce -0.1%
MS Morgan Stanley 4.92% 58,807 $12.3M Add +2.7%
AVGO Broadcom Inc. 4.51% 29,849 $11.3M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 4.44% 14,852 $11.1M Add +1.0%
AMZN Amazon.com Inc. 3.36% 35,231 $8.4M Reduce -2.9%
BRK.A Berkshire Hathaway Inc. Class A 3.30% 11 $8.2M No change
TSM Taiwan Semiconductor-SP ADR 2.95% 15,422 $7.4M Add +6.2%
MA Mastercard Inc. Class A 2.13% 10,391 $5.3M Add +4.0%
JNJ Johnson & Johnson 2.10% 20,696 $5.3M No change
XLE SS Energy Select Sector 2.06% 96,962 $5.1M Reduce -6.6%
HD Home Depot Inc. 1.86% 13,197 $4.7M Add +2.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.84% 90,000 $4.6M No change
CCK Crown Holdings Inc. 1.74% 39,005 $4.4M No change
BRK.B Berkshire Hathaway Inc. Class B 1.70% 8,505 $4.3M No change
META Meta Platforms Inc. Class A 1.64% 7,295 $4.1M Reduce -2.3%
C Citigroup Inc. 1.36% 24,300 $3.4M Add +10.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.27% 1,595 $3.2M Add +10.4%
AMT American Tower Corp. 1.26% 19,239 $3.1M Reduce -3.0%
GS Goldman Sachs Group Inc. 1.21% 3,000 $3.0M No change
ITA iShares U.S. Aerospace & Def 1.19% 12,249 $3.0M No change
XMMO Invesco S&P Midcap Momentum 1.18% 17,300 $2.9M No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.13% 240,237 $2.8M No change
MPC Marathon Petroleum Corp. 1.02% 10,000 $2.6M No change
LLY Eli Lilly & Co. 1.00% 2,084 $2.5M Add +20.1%
NOBL Proshares S&P 500 Dividend A 0.87% 38,890 $2.2M No change
BAC Bank of America Corp. 0.83% 36,600 $2.1M Add +5.8%
IWF iShares Russell 1000 Growth 0.74% 14,940 $1.9M Reduce -75.0%
MRK Merck & Co. Inc. 0.71% 13,800 $1.8M No change
PEP Pepsico Inc. 0.68% 12,500 $1.7M No change
VOO Vanguard S&P 500 ETF 0.62% 2,241 $1.5M No change
SCHD Schwab US DVD Equity ETF 0.57% 45,000 $1.4M No change
JPC Nuveen Prefered & Income Opp 0.53% 168,733 $1.3M No change
MU Micron Technology Inc. 0.53% 1,150 $1.3M Add +15.0%
WMT Walmart Inc. 0.53% 11,632 $1.3M No change
BG Bunge Global SA 0.51% 12,058 $1.3M No change
LMT Lockheed Martin Corp. 0.51% 2,500 $1.3M No change
WFC Wells Fargo & Co. 0.50% 15,000 $1.2M No change
GOOG Alphabet Inc. Class C 0.49% 3,500 $1.2M No change
IWR iShares Russell Mid-Cap ETF 0.49% 11,000 $1.2M No change
SPYI Neos S&P 500 High Income ETF 0.46% 21,749 $1.2M Reduce -4.1%
DRAM Roundhill Memory ETF 0.46% 15,500 $1.1M New
QYLD Global X Nasd 100 Cov Call 0.46% 62,034 $1.1M No change
QQQ Invesco QQQ Trust Series 1 0.43% 1,450 $1.1M Add +16.0%
NKE Nike Inc. Class B 0.41% 25,003 $1.0M No change
GLD SPDR Gold Shares 0.39% 2,645 $974K Reduce -36.2%
MCD McDonald's Corp. 0.38% 3,500 $946K Add +16.7%
RSG Republic Services Inc. 0.38% 4,425 $943K No change
PFE Pfizer Inc. 0.37% 38,850 $936K Reduce -22.4%
DVY iShares Select Dividend ETF 0.37% 5,900 $922K Reduce -9.2%
JEPI JPMorgan Equity Premium Inco 0.37% 16,250 $918K No change
XOM Exxon Mobil Corp. 0.36% 6,500 $889K No change
CAT Caterpillar Inc. 0.34% 808 $860K No change
COST Costco Wholesale Corp. 0.33% 879 $822K Reduce -10.7%
ITB iShares U.S. Home Constructi 0.31% 7,500 $784K No change
CCI Crown Castle Inc. 0.30% 10,000 $757K No change
PSX Phillips 66 0.28% 4,200 $710K No change
IWO iShares Russell 2000 Growth 0.27% 1,683 $663K No change
NFLX Netflix Inc. 0.26% 9,200 $657K Reduce -11.5%
LRCX Lam Research Corp. 0.26% 1,500 $650K No change
APH Amphenol Corp. Class A 0.25% 3,500 $617K New
JPM JPMorgan Chase & Co. 0.24% 1,804 $591K No change
VXUS Vanguard Total Intl Stock 0.23% 6,865 $587K Reduce -30.4%
PH Parker Hannifin Corp. 0.22% 565 $553K No change
AMGN Amgen Inc. 0.22% 1,500 $543K No change
MDT Medtronic PLC 0.19% 6,000 $469K No change
CRSP Crispr Therapeutics AG 0.19% 8,500 $464K No change
SCHI Schwab 5-10 Year Corporate B 0.18% 20,000 $453K No change
VIG Vanguard Dividend Apprec ETF 0.17% 1,821 $431K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 4,373 $421K Reduce -31.9%
GEV GE Vernova Inc. 0.16% 350 $411K New
NLY Annaly Capital Management Inc. 0.16% 18,237 $408K No change
IVV iShares Core S&P 500 ETF 0.15% 500 $374K New
GPIX GLDM SA S&P 500 PR in ETF-US 0.13% 5,889 $327K No change
NFJ Virtus DVD Intrst & PRM STR 0.13% 21,421 $325K No change
AFB Allianceberstein NTL Muni 0.12% 27,175 $310K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,000 $281K New
EEM iShares MSCI Emerging Market 0.10% 3,700 $253K No change
CVX Chevron Corp. 0.10% 1,500 $249K Reduce -74.1%
HAL Halliburton Co. 0.10% 7,000 $238K Add +133.3%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.09% 3,324 $229K No change
COF Capital One Financial Corp. 0.08% 1,000 $201K New
TOST Toast Inc. Class A 0.08% 7,000 $195K Add +40.0%
BUG Global X Cybersecurity ETF 0.08% 5,000 $191K No change
LNG Cheniere Energy Inc. 0.06% 600 $143K Reduce -42.9%
PMM Franklin Managed Municipal I 0.05% 20,000 $131K No change
UNP Union Pacific Corp. 0.05% 479 $130K No change
IBDX iShares Ibonds Dec 2032 TC 0.05% 5,100 $128K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.05% 4,600 $118K No change
CASS Cass Information Systems Inc. 0.04% 2,000 $103K New
CCJ Cameco Corp. 0.04% 1,000 $102K No change

Portfolio Sells Q1 2026 → Q2 2026
GOOGL Alphabet Inc. Class A Reduce -0.9% 13.48% −1.67
AMZN Amazon.com Inc. Reduce -2.9% 3.36% −0.51
AVGO Broadcom Inc. Reduce -1.2% 4.51% −0.47
MSFT Microsoft Corp. Reduce -0.1% 5.26% −0.39
CVX Chevron Corp. Reduce -74.1% 0.10% −0.33
GLD SPDR Gold Shares Reduce -36.2% 0.39% −0.32
XLE SS Energy Select Sector Reduce -6.6% 2.06% −0.30
META Meta Platforms Inc. Class A Reduce -2.3% 1.64% −0.18
PFE Pfizer Inc. Reduce -22.4% 0.37% −0.14
RKT Rocket Cos Inc. Class A Sold out 0.00% −0.11
AMT American Tower Corp. Reduce -3.0% 1.26% −0.10
DIS The Walt Disney Co. Reduce -31.9% 0.17% −0.10
NFLX Netflix Inc. Reduce -11.5% 0.26% −0.10
VXUS Vanguard Total Intl Stock Reduce -30.4% 0.23% −0.10
COST Costco Wholesale Corp. Reduce -10.7% 0.33% −0.07
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.05
LNG Cheniere Energy Inc. Reduce -42.9% 0.06% −0.04
COP Conocophillips Sold out 0.00% −0.04
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.04
DVY iShares Select Dividend ETF Reduce -9.2% 0.37% −0.02
SPYI Neos S&P 500 High Income ETF Reduce -4.1% 0.46% −0.02
IWF iShares Russell 1000 Growth Reduce -75.0% 0.74% +0.01

Portfolio Buys Q1 2026 → Q2 2026
TSM Taiwan Semiconductor-SP ADR Add +6.2% 2.95% +0.65
MS Morgan Stanley Add +2.7% 4.92% +0.53
DRAM Roundhill Memory ETF New 0.46% +0.46
ASML ASML Holding NV-NY Reg SHS Add +10.4% 1.27% +0.37
HD Home Depot Inc. Add +2.5% 1.86% +0.32
LLY Eli Lilly & Co. Add +20.1% 1.00% +0.30
C Citigroup Inc. Add +10.4% 1.36% +0.28
APH Amphenol Corp. Class A New 0.25% +0.25
MU Micron Technology Inc. Add +15.0% 0.53% +0.21
MA Mastercard Inc. Class A Add +4.0% 2.13% +0.20
GEV GE Vernova Inc. New 0.16% +0.16
BAC Bank of America Corp. Add +5.8% 0.83% +0.15
IVV iShares Core S&P 500 ETF New 0.15% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 4.44% +0.12
IBM Intl Business Machines Corp. New 0.11% +0.11
COF Capital One Financial Corp. New 0.08% +0.08
QQQ Invesco QQQ Trust Series 1 Add +16.0% 0.43% +0.07
MCD McDonald's Corp. Add +16.7% 0.38% +0.05
HAL Halliburton Co. Add +133.3% 0.10% +0.05
CASS Cass Information Systems Inc. New 0.04% +0.04
TOST Toast Inc. Class A Add +40.0% 0.08% +0.03
AAPL Apple Inc. Add +0.6% 6.12% −0.09
NVDA Nvidia Corp. Add +0.8% 5.67% −0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$250.0MGOOGL, AAPL, NVDA, MSFT, MS
Q1 2026 90$253.0MGOOGL, NVDA, AAPL, MSFT, AVGO
Q4 2025 84$224.6MGOOGL, MSFT, AAPL, NVDA, SPY
Q3 2025 93$211.6MGOOGL, MSFT, NVDA, AAPL, SPY
Q2 2025 90$198.0MGOOGL, MSFT, NVDA, AAPL, SPY
Q1 2025 69$165.1MGOOGL, MSFT, AAPL, BRK.A, SPY
Q4 2024 89$199.6MGOOGL, AAPL, MSFT, NVDA, SPY
Q3 2024 93$195.4MGOOGL, MSFT, AAPL, NVDA, BRK.A
Q2 2024 95$188.7MGOOGL, MSFT, AAPL, BRK.A, NVDA
Q1 2024 94$188.9MGOOGL, MSFT, AAPL, BRK.A, XLE