Jupiter Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Jupiter Wealth Management LLC reported 93 stock positions worth $211.6 million. Its top holding was Alphabet Class A (GOOGL) at 11.3% of the portfolio, followed by Microsoft (MSFT, 7.9%) and Nvidia (NVDA, 6.1%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 26 and reduced 6. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +37%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$211.6M (Q3 2025)
SEC Filing
0001774207-25-000006 ↗ filed Nov 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 Q2 2025 Q3 2025: $211.6M $211.6M Q3 2025 Q4 2025: $224.6M Q4 2025 Q1 2026: $253.0M Q1 2026 Q2 2026: $250.0M Q2 2026

Holdings 93 stocks · $211.6M
GOOGL Alphabet Inc. Class A 11.30% 98,339 $23.9M Reduce -0.5%
MSFT Microsoft Corp. 7.89% 32,227 $16.7M Reduce -1.6%
NVDA Nvidia Corp. 6.05% 68,631 $12.8M Add +0.8%
AAPL Apple Inc. 5.72% 47,538 $12.1M Add +1.2%
SPY SS SPDR S&P 500 ETF Trust-US 4.31% 13,689 $9.1M Add +1.1%
MS Morgan Stanley 3.99% 53,075 $8.4M Add +0.5%
BRK.A Berkshire Hathaway Inc. Class A 3.92% 11 $8.3M No change
AVGO Broadcom Inc. 3.75% 24,025 $7.9M Add +4.0%
AMZN Amazon.com Inc. 2.78% 26,783 $5.9M Add +13.7%
MA Mastercard Inc. Class A 2.73% 10,141 $5.8M No change
META Meta Platforms Inc. Class A 2.55% 7,340 $5.4M No change
HD Home Depot Inc. 2.41% 12,572 $5.1M No change
XLE SS Energy Select Sector 2.27% 53,681 $4.8M Add +10.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.93% 80,000 $4.1M No change
BRK.B Berkshire Hathaway Inc. Class B 1.83% 7,720 $3.9M Add +2.7%
AMT American Tower Corp. 1.80% 19,838 $3.8M No change
CCK Crown Holdings Inc. 1.78% 39,105 $3.8M No change
TSM Taiwan Semiconductor-SP ADR 1.74% 13,207 $3.7M Add +6.6%
JNJ Johnson & Johnson 1.73% 19,715 $3.7M Add +2.9%
ITA iShares U.S. Aerospace & Def 1.21% 12,249 $2.6M Add +4.3%
NKE Nike Inc. Class B 1.18% 35,805 $2.5M No change
GS Goldman Sachs Group Inc. 1.13% 3,000 $2.4M No change
XMMO Invesco S&P Midcap Momentum 1.07% 16,800 $2.3M Add +4.7%
C Citigroup Inc. 1.05% 21,975 $2.2M Add +9.9%
NOBL Proshares S&P 500 Dividend A 0.95% 19,475 $2.0M No change
MPC Marathon Petroleum Corp. 0.91% 10,000 $1.9M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.89% 36,600 $1.9M Add +5.8%
VOO Vanguard S&P 500 ETF 0.89% 3,062 $1.9M Add +32.4%
PEP Pepsico Inc. 0.83% 12,500 $1.8M No change
IWF iShares Russell 1000 Growth 0.83% 3,735 $1.7M No change
ASML ASML Holding NV-NY Reg SHS 0.78% 1,710 $1.7M Add +36.8%
CCI Crown Castle Inc. 0.73% 16,000 $1.5M No change
PHM Pultegroup Inc. 0.68% 10,900 $1.4M Add +10.1%
NFLX Netflix Inc. 0.65% 1,150 $1.4M No change
ITB iShares U.S. Home Constructi 0.63% 12,500 $1.3M Add +25.0%
WFC Wells Fargo & Co. 0.59% 15,000 $1.3M No change
LMT Lockheed Martin Corp. 0.59% 2,500 $1.2M No change
LLY Eli Lilly & Co. 0.59% 1,625 $1.2M No change
WMT Walmart Inc. 0.58% 11,832 $1.2M No change
KBH KB Home 0.56% 18,500 $1.2M No change
MRK Merck & Co. Inc. 0.55% 13,800 $1.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 9,403 $1.1M No change
IWR iShares Russell Mid-Cap ETF 0.50% 11,000 $1.1M No change
LEN Lennar Corp. Class A 0.50% 8,400 $1.1M Add +13.5%
QYLD Global X Nasd 100 Cov Call 0.50% 62,034 $1.1M No change
BG Bunge Global SA 0.46% 12,058 $980K No change
SPYI Neos S&P 500 High Income ETF 0.44% 17,999 $941K No change
JEPI JPMorgan Equity Premium Inco 0.44% 16,250 $928K No change
DVY iShares Select Dividend ETF 0.44% 6,496 $923K No change
GOOG Alphabet Inc. Class C 0.40% 3,500 $852K No change
RSG Republic Services Inc. 0.40% 3,675 $843K No change
PFE Pfizer Inc. 0.39% 32,600 $831K No change
VXUS Vanguard Total Intl Stock 0.34% 9,865 $725K No change
COST Costco Wholesale Corp. 0.32% 734 $679K Reduce -12.5%
MCD McDonald's Corp. 0.29% 2,000 $608K No change
ETH Grayscale Ethereum Staking M 0.28% 15,000 $588K Add +275.0%
MDT Medtronic PLC 0.27% 6,000 $571K No change
JPM JPMorgan Chase & Co. 0.27% 1,804 $569K No change
XOM Exxon Mobil Corp. 0.27% 5,000 $564K No change
CRSP Crispr Therapeutics AG 0.26% 8,500 $551K Add +13.3%
XLF SS Financial Select Sector 0.25% 10,000 $539K Add +100.0%
IWO iShares Russell 2000 Growth 0.25% 1,683 $539K No change
CVS CVS Health Corp. 0.25% 7,000 $528K Add +40.0%
ZS Zscaler Inc. 0.25% 1,750 $524K Add +16.7%
GLD SPDR Gold Shares 0.21% 1,260 $448K Add +93.8%
SCHD Schwab US DVD Equity ETF 0.19% 15,000 $410K New
VIG Vanguard Dividend Apprec ETF 0.19% 1,821 $393K No change
CAT Caterpillar Inc. 0.18% 808 $386K No change
BILL Bill Holdings Inc. 0.18% 7,000 $371K New
CROX Crocs Inc. 0.17% 4,375 $366K No change
NLY Annaly Capital Management Inc. 0.16% 16,621 $336K No change
IBTF iShares Ibonds Dec 2025 Term 0.16% 14,300 $334K No change
CMG Chipotle Mexican Grill Inc. 0.15% 8,000 $314K Reduce -52.5%
GPIX GLDM SA S&P 500 PR in ETF-US 0.15% 5,889 $308K No change
QQQ Invesco QQQ Trust Series 1 0.14% 500 $300K No change
INSM Insmed Inc. 0.14% 2,000 $288K New
VNQ Vanguard Real Estate ETF 0.12% 2,874 $263K No change
PANW Palo Alto Networks Inc. 0.12% 1,250 $255K Add +66.7%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.10% 3,624 $218K No change
COF Capital One Financial Corp. 0.10% 1,000 $213K No change
PSX Phillips 66 0.10% 1,550 $211K New
EEM iShares MSCI Emerging Market 0.10% 3,775 $202K New
LRCX Lam Research Corp. 0.09% 1,500 $201K No change
BUG Global X Cybersecurity ETF 0.08% 5,000 $176K No change
HOOD Robinhood Markets Inc. Class A 0.08% 1,160 $166K Reduce -3.3%
PH Parker Hannifin Corp. 0.07% 200 $152K No change
LNG Cheniere Energy Inc. 0.07% 600 $141K No change
IBDX iShares Ibonds Dec 2032 TC 0.06% 5,100 $131K No change
DHI D.R. Horton Inc. 0.06% 750 $127K New
CRWD CrowdStrike Holdings Inc. Class A 0.06% 250 $123K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.06% 4,600 $121K No change
IBIT iShares Bitcoin Trust ETF 0.05% 1,760 $114K Reduce -79.9%
UNP Union Pacific Corp. 0.05% 479 $113K No change

Portfolio Sells Q2 2025 → Q3 2025
MSFT Microsoft Corp. Reduce -1.6% 7.89% −0.72
IBIT iShares Bitcoin Trust ETF Reduce -79.9% 0.05% −0.25
CCJ Cameco Corp. Sold out 0.00% −0.23
CMG Chipotle Mexican Grill Inc. Reduce -52.5% 0.15% −0.22
ORCL Oracle Corp. Sold out 0.00% −0.22
COST Costco Wholesale Corp. Reduce -12.5% 0.32% −0.09
NOW ServiceNow Inc. Sold out 0.00% −0.07
HOOD Robinhood Markets Inc. Class A Reduce -3.3% 0.08% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.5% 11.30% +1.21

Portfolio Buys Q2 2025 → Q3 2025
ASML ASML Holding NV-NY Reg SHS Add +36.8% 0.78% +0.31
TSM Taiwan Semiconductor-SP ADR Add +6.6% 1.74% +0.23
VOO Vanguard S&P 500 ETF Add +32.4% 0.89% +0.19
SCHD Schwab US DVD Equity ETF New 0.19% +0.19
ETH Grayscale Ethereum Staking M Add +275.0% 0.28% +0.19
AAPL Apple Inc. Add +1.2% 5.72% +0.18
BILL Bill Holdings Inc. New 0.18% +0.18
XLE SS Energy Select Sector Add +10.3% 2.27% +0.16
AVGO Broadcom Inc. Add +4.0% 3.75% +0.14
INSM Insmed Inc. New 0.14% +0.14
XLF SS Financial Select Sector Add +100.0% 0.25% +0.12
GLD SPDR Gold Shares Add +93.8% 0.21% +0.11
AMZN Amazon.com Inc. Add +13.7% 2.78% +0.11
PSX Phillips 66 New 0.10% +0.10
C Citigroup Inc. Add +9.9% 1.05% +0.10
EEM iShares MSCI Emerging Market New 0.10% +0.10
CVS CVS Health Corp. Add +40.0% 0.25% +0.08
ITB iShares U.S. Home Constructi Add +25.0% 0.63% +0.07
BAC Bank of America Corp. Add +5.8% 0.89% +0.07
DHI D.R. Horton Inc. New 0.06% +0.06
PANW Palo Alto Networks Inc. Add +66.7% 0.12% +0.05
MS Morgan Stanley Add +0.5% 3.99% +0.04
ITA iShares U.S. Aerospace & Def Add +4.3% 1.21% +0.04
CRSP Crispr Therapeutics AG Add +13.3% 0.26% +0.04
JNJ Johnson & Johnson Add +2.9% 1.73% +0.04
ZS Zscaler Inc. Add +16.7% 0.25% +0.04
PHM Pultegroup Inc. Add +10.1% 0.68% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.7% 1.83% +0.02
LEN Lennar Corp. Class A Add +13.5% 0.50% +0.01
XMMO Invesco S&P Midcap Momentum Add +4.7% 1.07% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 4.31% −0.10
NVDA Nvidia Corp. Add +0.8% 6.05% −0.19

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