Jupiter Wealth Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Jupiter Wealth Management LLC reported 90 stock positions worth $198.0 million. Its top holding was Alphabet Class A (GOOGL) at 10.1% of the portfolio, followed by Microsoft (MSFT, 8.6%) and Nvidia (NVDA, 6.2%). Compared with Q1 2025, it opened 24 new positions, sold out of 3, added to 19 and reduced 13. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Mastercard Class A (MA, shares −2%).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$198.0M (Q2 2025)
SEC Filing
0001774207-25-000004 ↗ filed Aug 14, 2025

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 $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 Q2 2026

Holdings 90 stocks · $198.0M
GOOGL Alphabet Inc. Class A 10.08% 98,874 $20.0M Add +6.2%
MSFT Microsoft Corp. 8.61% 32,745 $17.0M Add +2.1%
NVDA Nvidia Corp. 6.24% 68,051 $12.4M Add +18.3%
AAPL Apple Inc. 5.54% 46,983 $11.0M Reduce -2.7%
SPY SS SPDR S&P 500 ETF Trust-US 4.41% 13,538 $8.7M Reduce -0.9%
BRK.A Berkshire Hathaway Inc. Class A 3.97% 11 $7.9M No change
MS Morgan Stanley 3.94% 52,825 $7.8M Add +7.8%
AVGO Broadcom Inc. 3.61% 23,105 $7.1M Add +15.1%
MA Mastercard Inc. Class A 2.96% 10,141 $5.9M Reduce -1.7%
META Meta Platforms Inc. Class A 2.89% 7,340 $5.7M Add +8.0%
AMZN Amazon.com Inc. 2.67% 23,556 $5.3M Add +0.1%
HD Home Depot Inc. 2.59% 12,572 $5.1M Reduce -1.9%
XLE SS Energy Select Sector 2.11% 48,681 $4.2M Add +3.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.06% 80,000 $4.1M No change
AMT American Tower Corp. 2.05% 19,838 $4.0M Reduce -3.3%
CCK Crown Holdings Inc. 2.03% 39,105 $4.0M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.81% 7,520 $3.6M Reduce -0.1%
JNJ Johnson & Johnson 1.69% 19,165 $3.3M Reduce -0.9%
TSM Taiwan Semiconductor-SP ADR 1.51% 12,387 $3.0M Add +8.3%
NKE Nike Inc. Class B 1.40% 35,805 $2.8M Add +9.7%
ITA iShares U.S. Aerospace & Def 1.17% 11,749 $2.3M Add +1.7%
GS Goldman Sachs Group Inc. 1.13% 3,000 $2.2M No change
XMMO Invesco S&P Midcap Momentum 1.07% 16,050 $2.1M New
NOBL Proshares S&P 500 Dividend A 1.04% 19,475 $2.1M No change
C Citigroup Inc. 0.96% 20,000 $1.9M Reduce -27.3%
PEP Pepsico Inc. 0.94% 12,500 $1.9M No change
IWF iShares Russell 1000 Growth 0.85% 3,735 $1.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.83% 34,600 $1.6M Add +44.2%
CCI Crown Castle Inc. 0.82% 16,000 $1.6M No change
MPC Marathon Petroleum Corp. 0.82% 10,000 $1.6M No change
NFLX Netflix Inc. 0.70% 1,150 $1.4M No change
VOO Vanguard S&P 500 ETF 0.69% 2,312 $1.4M No change
PHM Pultegroup Inc. 0.65% 9,900 $1.3M New
WMT Walmart Inc. 0.60% 11,832 $1.2M Add +19.1%
KBH KB Home 0.60% 18,500 $1.2M New
WFC Wells Fargo & Co. 0.59% 15,000 $1.2M No change
MRK Merck & Co. Inc. 0.58% 13,800 $1.1M No change
ITB iShares U.S. Home Constructi 0.56% 10,000 $1.1M New
LMT Lockheed Martin Corp. 0.56% 2,500 $1.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.55% 9,403 $1.1M Add +9.1%
LLY Eli Lilly & Co. 0.54% 1,625 $1.1M Add +8.3%
QYLD Global X Nasd 100 Cov Call 0.53% 62,034 $1.1M No change
IWR iShares Russell Mid-Cap ETF 0.53% 11,000 $1.0M No change
BG Bunge Global SA 0.51% 12,058 $1.0M No change
LEN Lennar Corp. Class A 0.49% 7,400 $969K New
ASML ASML Holding NV-NY Reg SHS 0.48% 1,250 $944K New
SPYI Neos S&P 500 High Income ETF 0.47% 17,999 $932K Reduce -5.3%
JEPI JPMorgan Equity Premium Inco 0.47% 16,250 $921K No change
DVY iShares Select Dividend ETF 0.46% 6,496 $905K No change
RSG Republic Services Inc. 0.43% 3,675 $855K Reduce -12.0%
COST Costco Wholesale Corp. 0.41% 839 $821K Add +29.3%
PFE Pfizer Inc. 0.41% 32,600 $820K No change
CMG Chipotle Mexican Grill Inc. 0.37% 16,850 $733K Reduce -22.0%
GOOG Alphabet Inc. Class C 0.36% 3,500 $711K No change
VXUS Vanguard Total Intl Stock 0.36% 9,865 $705K No change
IBIT iShares Bitcoin Trust ETF 0.31% 8,760 $612K New
MCD McDonald's Corp. 0.31% 2,000 $610K No change
MDT Medtronic PLC 0.28% 6,000 $557K No change
XOM Exxon Mobil Corp. 0.27% 5,000 $538K No change
JPM JPMorgan Chase & Co. 0.26% 1,804 $524K Add +26.2%
IWO iShares Russell 2000 Growth 0.26% 1,683 $513K No change
CCJ Cameco Corp. 0.23% 6,000 $454K New
CRSP Crispr Therapeutics AG 0.22% 7,500 $430K No change
ORCL Oracle Corp. 0.22% 1,750 $427K New
ZS Zscaler Inc. 0.21% 1,500 $417K No change
VIG Vanguard Dividend Apprec ETF 0.19% 1,821 $382K No change
CROX Crocs Inc. 0.18% 4,375 $365K Reduce -52.6%
NLY Annaly Capital Management Inc. 0.18% 16,621 $347K Add +3.4%
CAT Caterpillar Inc. 0.17% 808 $334K No change
IBTF iShares Ibonds Dec 2025 Term 0.17% 14,300 $334K New
CVS CVS Health Corp. 0.17% 5,000 $330K New
GPIX GLDM SA S&P 500 PR in ETF-US 0.15% 5,889 $300K No change
QQQ Invesco QQQ Trust Series 1 0.15% 500 $290K New
XLF SS Financial Select Sector 0.13% 5,000 $264K New
VNQ Vanguard Real Estate ETF 0.13% 2,874 $258K No change
COF Capital One Financial Corp. 0.11% 1,000 $217K New
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.11% 3,624 $211K Add +73.7%
GLD SPDR Gold Shares 0.10% 650 $201K New
ETH Grayscale Ethereum Staking M 0.09% 4,000 $179K New
BUG Global X Cybersecurity ETF 0.09% 5,000 $169K New
LRCX Lam Research Corp. 0.08% 1,500 $160K No change
PH Parker Hannifin Corp. 0.08% 200 $152K New
LNG Cheniere Energy Inc. 0.07% 600 $139K No change
PANW Palo Alto Networks Inc. 0.07% 750 $133K New
HOOD Robinhood Markets Inc. Class A 0.07% 1,200 $130K New
IBDX iShares Ibonds Dec 2032 TC 0.07% 5,100 $130K New
NOW ServiceNow Inc. 0.07% 150 $129K New
IBDY iShares Ibonds Dec 2033 Corp. 0.06% 4,600 $120K New
CRWD CrowdStrike Holdings Inc. Class A 0.05% 250 $108K New
UNP Union Pacific Corp. 0.05% 479 $107K No change

Portfolio Sells Q1 2025 → Q2 2025
MA Mastercard Inc. Class A Reduce -1.7% 2.96% −0.70
AMT American Tower Corp. Reduce -3.3% 2.05% −0.63
AAPL Apple Inc. Reduce -2.7% 5.54% −0.57
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 1.81% −0.52
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 4.41% −0.51
CROX Crocs Inc. Reduce -52.6% 0.18% −0.46
CCK Crown Holdings Inc. Reduce -0.8% 2.03% −0.36
HD Home Depot Inc. Reduce -1.9% 2.59% −0.36
CMG Chipotle Mexican Grill Inc. Reduce -22.0% 0.37% −0.31
C Citigroup Inc. Reduce -27.3% 0.96% −0.31
RSG Republic Services Inc. Reduce -12.0% 0.43% −0.20
DD Dupont DE Nemours Inc. Sold out 0.00% −0.13
CPNG Coupang Inc. Sold out 0.00% −0.11
SPYI Neos S&P 500 High Income ETF Reduce -5.3% 0.47% −0.10
JNJ Johnson & Johnson Reduce -0.9% 1.69% −0.10
AI C3.AI Inc. Class A Sold out 0.00% −0.07

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +18.3% 6.24% +1.52
XMMO Invesco S&P Midcap Momentum New 1.07% +1.07
AVGO Broadcom Inc. Add +15.1% 3.61% +0.80
GOOGL Alphabet Inc. Class A Add +6.2% 10.08% +0.69
PHM Pultegroup Inc. New 0.65% +0.65
KBH KB Home New 0.60% +0.60
ITB iShares U.S. Home Constructi New 0.56% +0.56
LEN Lennar Corp. Class A New 0.49% +0.49
ASML ASML Holding NV-NY Reg SHS New 0.48% +0.48
IBIT iShares Bitcoin Trust ETF New 0.31% +0.31
META Meta Platforms Inc. Class A Add +8.0% 2.89% +0.26
CCJ Cameco Corp. New 0.23% +0.23
ORCL Oracle Corp. New 0.22% +0.22
BAC Bank of America Corp. Add +44.2% 0.83% +0.17
TSM Taiwan Semiconductor-SP ADR Add +8.3% 1.51% +0.17
IBTF iShares Ibonds Dec 2025 Term New 0.17% +0.17
NKE Nike Inc. Class B Add +9.7% 1.40% +0.17
CVS CVS Health Corp. New 0.17% +0.17
QQQ Invesco QQQ Trust Series 1 New 0.15% +0.15
XLF SS Financial Select Sector New 0.13% +0.13
COF Capital One Financial Corp. New 0.11% +0.11
GLD SPDR Gold Shares New 0.10% +0.10
ETH Grayscale Ethereum Staking M New 0.09% +0.09
BUG Global X Cybersecurity ETF New 0.09% +0.09
PH Parker Hannifin Corp. New 0.08% +0.08
PANW Palo Alto Networks Inc. New 0.07% +0.07
HOOD Robinhood Markets Inc. Class A New 0.07% +0.07
IBDX iShares Ibonds Dec 2032 TC New 0.07% +0.07
NOW ServiceNow Inc. New 0.07% +0.07
IBDY iShares Ibonds Dec 2033 Corp. New 0.06% +0.06
MS Morgan Stanley Add +7.8% 3.94% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.05% +0.05
SNPE Xtrckr S&P 500 Scor&scrn ETF Add +73.7% 0.11% +0.04
JPM JPMorgan Chase & Co. Add +26.2% 0.26% +0.04
WMT Walmart Inc. Add +19.1% 0.60% +0.01
COST Costco Wholesale Corp. Add +29.3% 0.41% +0.01
NLY Annaly Capital Management Inc. Add +3.4% 0.18% −0.02
DIS The Walt Disney Co. Add +9.1% 0.55% −0.03
ITA iShares U.S. Aerospace & Def Add +1.7% 1.17% −0.04
LLY Eli Lilly & Co. Add +8.3% 0.54% −0.14
AMZN Amazon.com Inc. Add +0.1% 2.67% −0.27
XLE SS Energy Select Sector Add +3.5% 2.11% −0.30
MSFT Microsoft Corp. Add +2.1% 8.61% −0.31

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