Jupiter Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Jupiter Wealth Management LLC reported 84 stock positions worth $224.6 million. Its top holding was Alphabet Class A (GOOGL) at 12.9% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Apple (AAPL, 5.8%). Compared with Q3 2025, it opened 5 new positions, sold out of 14, added to 27 and reduced 12. The biggest buy was SPDR Gold Shares (GLD, shares +308%) and the biggest sale an exit from Pultegroup (PHM).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$224.6M (Q4 2025)
SEC Filing
0001774207-26-000001 ↗ filed Feb 13, 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 $224.6M Q4 2025 Q1 2026: $253.0M Q1 2026 Q2 2026: $250.0M Q2 2026

Holdings 84 stocks · $224.6M
GOOGL Alphabet Inc. Class A 12.86% 93,474 $28.9M Reduce -5.0%
MSFT Microsoft Corp. 6.66% 37,241 $15.0M Add +15.6%
AAPL Apple Inc. 5.80% 49,730 $13.0M Add +4.6%
NVDA Nvidia Corp. 5.66% 67,996 $12.7M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 4.34% 14,292 $9.7M Add +4.4%
MS Morgan Stanley 4.17% 55,688 $9.4M Add +4.9%
AVGO Broadcom Inc. 4.09% 27,728 $9.2M Add +15.4%
BRK.A Berkshire Hathaway Inc. Class A 3.67% 11 $8.2M No change
AMZN Amazon.com Inc. 2.85% 32,078 $6.4M Add +19.8%
MA Mastercard Inc. Class A 2.58% 10,991 $5.8M Add +8.4%
TSM Taiwan Semiconductor-SP ADR 2.38% 14,517 $5.3M Add +9.9%
XLE SS Energy Select Sector 2.33% 96,962 $5.2M Reduce -9.7%
JNJ Johnson & Johnson 2.25% 20,696 $5.1M Add +5.0%
HD Home Depot Inc. 2.25% 12,960 $5.1M Add +3.1%
META Meta Platforms Inc. Class A 2.22% 7,670 $5.0M Add +4.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.05% 90,000 $4.6M Add +12.5%
CCK Crown Holdings Inc. 1.92% 39,005 $4.3M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.87% 8,403 $4.2M Add +8.8%
AMT American Tower Corp. 1.66% 19,838 $3.7M No change
ITA iShares U.S. Aerospace & Def 1.27% 12,249 $2.8M No change
GS Goldman Sachs Group Inc. 1.21% 3,000 $2.7M No change
C Citigroup Inc. 1.09% 22,000 $2.4M Add +0.1%
XMMO Invesco S&P Midcap Momentum 1.08% 16,800 $2.4M No change
GLD SPDR Gold Shares 1.03% 5,145 $2.3M Add +308.3%
NOBL Proshares S&P 500 Dividend A 0.98% 19,475 $2.2M No change
VOO Vanguard S&P 500 ETF 0.97% 3,491 $2.2M Add +14.0%
PEP Pepsico Inc. 0.93% 12,500 $2.1M No change
NKE Nike Inc. Class B 0.89% 32,646 $2.0M Reduce -8.8%
MPC Marathon Petroleum Corp. 0.88% 10,000 $2.0M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.86% 36,600 $1.9M No change
LLY Eli Lilly & Co. 0.85% 1,834 $1.9M Add +12.9%
ASML ASML Holding NV-NY Reg SHS 0.76% 1,210 $1.7M Reduce -29.2%
IWF iShares Russell 1000 Growth 0.75% 3,735 $1.7M No change
MRK Merck & Co. Inc. 0.73% 13,800 $1.6M No change
LMT Lockheed Martin Corp. 0.71% 2,500 $1.6M No change
WMT Walmart Inc. 0.69% 11,632 $1.6M Reduce -1.7%
BG Bunge Global SA 0.65% 12,058 $1.5M No change
SCHD Schwab US DVD Equity ETF 0.63% 45,000 $1.4M Add +200.0%
CCI Crown Castle Inc. 0.63% 16,000 $1.4M No change
PFE Pfizer Inc. 0.61% 50,050 $1.4M Add +53.5%
WFC Wells Fargo & Co. 0.58% 15,000 $1.3M No change
SPYI Neos S&P 500 High Income ETF 0.53% 22,679 $1.2M Add +26.0%
IWR iShares Russell Mid-Cap ETF 0.49% 11,000 $1.1M No change
QYLD Global X Nasd 100 Cov Call 0.48% 62,034 $1.1M No change
GOOG Alphabet Inc. Class C 0.48% 3,500 $1.1M No change
DVY iShares Select Dividend ETF 0.45% 6,496 $1.0M No change
COST Costco Wholesale Corp. 0.44% 984 $983K Add +34.1%
RSG Republic Services Inc. 0.44% 4,425 $977K Add +20.4%
JEPI JPMorgan Equity Premium Inco 0.43% 16,250 $959K No change
ITB iShares U.S. Home Constructi 0.38% 7,500 $843K Reduce -40.0%
VXUS Vanguard Total Intl Stock 0.36% 9,865 $810K No change
XOM Exxon Mobil Corp. 0.33% 5,000 $750K No change
NFLX Netflix Inc. 0.31% 9,200 $698K Reduce -20.0%
MCD McDonald's Corp. 0.30% 2,000 $664K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 6,418 $657K Reduce -31.8%
CAT Caterpillar Inc. 0.27% 808 $613K No change
MDT Medtronic PLC 0.27% 6,000 $605K No change
IWO iShares Russell 2000 Growth 0.25% 1,683 $557K No change
PH Parker Hannifin Corp. 0.25% 565 $555K Add +182.5%
AMGN Amgen Inc. 0.24% 1,500 $549K New
JPM JPMorgan Chase & Co. 0.24% 1,804 $546K No change
CRSP Crispr Therapeutics AG 0.19% 8,500 $416K No change
VIG Vanguard Dividend Apprec ETF 0.18% 1,821 $412K No change
NLY Annaly Capital Management Inc. 0.18% 17,696 $406K Add +6.5%
PSX Phillips 66 0.16% 2,250 $352K Add +45.2%
LRCX Lam Research Corp. 0.15% 1,500 $347K No change
CVX Chevron Corp. 0.14% 1,750 $319K New
COF Capital One Financial Corp. 0.14% 1,500 $310K Add +50.0%
GPIX GLDM SA S&P 500 PR in ETF-US 0.14% 5,889 $308K No change
QQQ Invesco QQQ Trust Series 1 0.13% 500 $300K No change
ZS Zscaler Inc. 0.13% 1,750 $299K No change
PANW Palo Alto Networks Inc. 0.11% 1,500 $244K Add +20.0%
EEM iShares MSCI Emerging Market 0.10% 3,775 $230K No change
V Visa Inc. Class A 0.07% 500 $162K New
BUG Global X Cybersecurity ETF 0.06% 5,000 $136K No change
IBDX iShares Ibonds Dec 2032 TC 0.06% 5,100 $131K No change
TOST Toast Inc. Class A 0.06% 5,000 $131K New
LNG Cheniere Energy Inc. 0.06% 600 $131K No change
PLTR Palantir Technologies Inc. Class A 0.06% 1,000 $129K New
VNQ Vanguard Real Estate ETF 0.06% 1,374 $128K Reduce -52.2%
UNP Union Pacific Corp. 0.06% 479 $125K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.05% 4,600 $121K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.05% 1,737 $109K Reduce -52.1%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 250 $103K No change

Portfolio Sells Q3 2025 → Q4 2025
PHM Pultegroup Inc. Sold out 0.00% −0.68
KBH KB Home Sold out 0.00% −0.56
LEN Lennar Corp. Class A Sold out 0.00% −0.50
NVDA Nvidia Corp. Reduce -0.9% 5.66% −0.39
NFLX Netflix Inc. Reduce -20.0% 0.31% −0.34
NKE Nike Inc. Class B Reduce -8.8% 0.89% −0.29
ETH Grayscale Ethereum Staking M Sold out 0.00% −0.28
ITB iShares U.S. Home Constructi Reduce -40.0% 0.38% −0.26
XLF SS Financial Select Sector Sold out 0.00% −0.25
CVS CVS Health Corp. Sold out 0.00% −0.25
DIS The Walt Disney Co. Reduce -31.8% 0.29% −0.22
BILL Bill Holdings Inc. Sold out 0.00% −0.18
CROX Crocs Inc. Sold out 0.00% −0.17
IBTF iShares Ibonds Dec 2025 Term Sold out 0.00% −0.16
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.15
INSM Insmed Inc. Sold out 0.00% −0.14
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.08
VNQ Vanguard Real Estate ETF Reduce -52.2% 0.06% −0.07
DHI D.R. Horton Inc. Sold out 0.00% −0.06
SNPE Xtrckr S&P 500 Scor&scrn ETF Reduce -52.1% 0.05% −0.05
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.05
ASML ASML Holding NV-NY Reg SHS Reduce -29.2% 0.76% −0.02
XLE SS Energy Select Sector Reduce -9.7% 2.33% +0.06
WMT Walmart Inc. Reduce -1.7% 0.69% +0.12
CCK Crown Holdings Inc. Reduce -0.3% 1.92% +0.13
GOOGL Alphabet Inc. Class A Reduce -5.0% 12.86% +1.57

Portfolio Buys Q3 2025 → Q4 2025
GLD SPDR Gold Shares Add +308.3% 1.03% +0.82
TSM Taiwan Semiconductor-SP ADR Add +9.9% 2.38% +0.64
JNJ Johnson & Johnson Add +5.0% 2.25% +0.53
SCHD Schwab US DVD Equity ETF Add +200.0% 0.63% +0.43
AVGO Broadcom Inc. Add +15.4% 4.09% +0.34
LLY Eli Lilly & Co. Add +12.9% 0.85% +0.26
AMGN Amgen Inc. New 0.24% +0.24
PFE Pfizer Inc. Add +53.5% 0.61% +0.22
MS Morgan Stanley Add +4.9% 4.17% +0.18
PH Parker Hannifin Corp. Add +182.5% 0.25% +0.18
CVX Chevron Corp. New 0.14% +0.14
JMST JPM Ultra-Short Muni Income Add +12.5% 2.05% +0.12
COST Costco Wholesale Corp. Add +34.1% 0.44% +0.12
VOO Vanguard S&P 500 ETF Add +14.0% 0.97% +0.09
SPYI Neos S&P 500 High Income ETF Add +26.0% 0.53% +0.08
AAPL Apple Inc. Add +4.6% 5.80% +0.08
AMZN Amazon.com Inc. Add +19.8% 2.85% +0.07
V Visa Inc. Class A New 0.07% +0.07
TOST Toast Inc. Class A New 0.06% +0.06
PLTR Palantir Technologies Inc. Class A New 0.06% +0.06
PSX Phillips 66 Add +45.2% 0.16% +0.06
COF Capital One Financial Corp. Add +50.0% 0.14% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +8.8% 1.87% +0.04
RSG Republic Services Inc. Add +20.4% 0.44% +0.04
C Citigroup Inc. Add +0.1% 1.09% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +4.4% 4.34% +0.03
NLY Annaly Capital Management Inc. Add +6.5% 0.18% +0.02
PANW Palo Alto Networks Inc. Add +20.0% 0.11% −0.01
MA Mastercard Inc. Class A Add +8.4% 2.58% −0.14
HD Home Depot Inc. Add +3.1% 2.25% −0.16
META Meta Platforms Inc. Class A Add +4.5% 2.22% −0.33
MSFT Microsoft Corp. Add +15.6% 6.66% −1.22

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