Jupiter Wealth Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Jupiter Wealth Management LLC reported 90 stock positions worth $253.0 million. Its top holding was Alphabet Class A (GOOGL) at 15.1% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Apple (AAPL, 6.2%). Compared with Q4 2025, it opened 11 new positions, sold out of 5, added to 21 and reduced 13. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale Microsoft (MSFT, shares −5%).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$253.0M (Q1 2026)
SEC Filing
0001774207-26-000002 ↗ filed May 14, 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 $253.0M Q1 2026 Q2 2026: $250.0M Q2 2026

Holdings 90 stocks · $253.0M
GOOGL Alphabet Inc. Class A 15.15% 95,198 $38.3M Add +1.8%
NVDA Nvidia Corp. 6.28% 70,305 $15.9M Add +3.4%
AAPL Apple Inc. 6.21% 52,564 $15.7M Add +5.7%
MSFT Microsoft Corp. 5.65% 35,283 $14.3M Reduce -5.3%
AVGO Broadcom Inc. 4.98% 30,224 $12.6M Add +9.0%
MS Morgan Stanley 4.39% 57,257 $11.1M Add +2.8%
SPY SS SPDR S&P 500 ETF Trust-US 4.31% 14,702 $10.9M Add +2.9%
AMZN Amazon.com Inc. 3.87% 36,278 $9.8M Add +13.1%
BRK.A Berkshire Hathaway Inc. Class A 3.16% 11 $8.0M No change
XLE SS Energy Select Sector 2.36% 103,808 $6.0M Add +7.1%
TSM Taiwan Semiconductor-SP ADR 2.29% 14,517 $5.8M No change
MA Mastercard Inc. Class A 1.94% 9,992 $4.9M Reduce -9.1%
JNJ Johnson & Johnson 1.88% 20,696 $4.8M No change
META Meta Platforms Inc. Class A 1.82% 7,470 $4.6M Reduce -2.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.81% 90,000 $4.6M No change
BRK.B Berkshire Hathaway Inc. Class B 1.63% 8,505 $4.1M Add +1.2%
CCK Crown Holdings Inc. 1.54% 39,005 $3.9M No change
HD Home Depot Inc. 1.54% 12,882 $3.9M Reduce -0.6%
AMT American Tower Corp. 1.36% 19,838 $3.4M No change
XMMO Invesco S&P Midcap Momentum 1.15% 17,300 $2.9M Add +3.0%
GS Goldman Sachs Group Inc. 1.13% 3,000 $2.9M No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.10% 240,237 $2.8M New
ITA iShares U.S. Aerospace & Def 1.09% 12,249 $2.8M No change
C Citigroup Inc. 1.08% 22,000 $2.7M No change
MPC Marathon Petroleum Corp. 0.98% 10,000 $2.5M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.90% 1,445 $2.3M Add +19.4%
NOBL Proshares S&P 500 Dividend A 0.82% 19,445 $2.1M Reduce -0.1%
PEP Pepsico Inc. 0.74% 12,500 $1.9M No change
IWF iShares Russell 1000 Growth 0.73% 14,940 $1.9M Add +300.0%
GLD SPDR Gold Shares 0.71% 4,145 $1.8M Reduce -19.4%
LLY Eli Lilly & Co. 0.70% 1,736 $1.8M Reduce -5.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.68% 34,600 $1.7M Reduce -5.5%
MRK Merck & Co. Inc. 0.62% 13,800 $1.6M No change
VOO Vanguard S&P 500 ETF 0.60% 2,241 $1.5M Reduce -35.8%
WMT Walmart Inc. 0.60% 11,632 $1.5M No change
BG Bunge Global SA 0.60% 12,058 $1.5M No change
SCHD Schwab US DVD Equity ETF 0.56% 45,000 $1.4M No change
GOOG Alphabet Inc. Class C 0.55% 3,500 $1.4M No change
JPC Nuveen Prefered & Income Opp 0.53% 168,733 $1.3M New
LMT Lockheed Martin Corp. 0.51% 2,500 $1.3M No change
PFE Pfizer Inc. 0.51% 50,050 $1.3M No change
SPYI Neos S&P 500 High Income ETF 0.48% 22,679 $1.2M No change
IWR iShares Russell Mid-Cap ETF 0.46% 11,000 $1.2M No change
QYLD Global X Nasd 100 Cov Call 0.44% 62,034 $1.1M No change
WFC Wells Fargo & Co. 0.44% 15,000 $1.1M No change
CVX Chevron Corp. 0.43% 5,800 $1.1M Add +231.4%
NKE Nike Inc. Class B 0.42% 25,003 $1.1M Reduce -23.4%
COST Costco Wholesale Corp. 0.40% 984 $1.0M No change
DVY iShares Select Dividend ETF 0.39% 6,496 $988K No change
XOM Exxon Mobil Corp. 0.39% 6,500 $985K Add +30.0%
NFLX Netflix Inc. 0.36% 10,400 $911K Add +13.0%
JEPI JPMorgan Equity Premium Inco 0.36% 16,250 $909K No change
RSG Republic Services Inc. 0.36% 4,425 $901K No change
CCI Crown Castle Inc. 0.35% 10,000 $896K Reduce -37.5%
QQQ Invesco QQQ Trust Series 1 0.35% 1,250 $893K Add +150.0%
VXUS Vanguard Total Intl Stock 0.33% 9,865 $839K No change
MCD McDonald's Corp. 0.33% 3,000 $827K Add +50.0%
MU Micron Technology Inc. 0.32% 1,000 $804K New
CAT Caterpillar Inc. 0.29% 808 $729K No change
PSX Phillips 66 0.29% 4,200 $722K Add +86.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 6,418 $673K No change
ITB iShares U.S. Home Constructi 0.26% 7,500 $667K No change
IWO iShares Russell 2000 Growth 0.25% 1,683 $621K No change
JPM JPMorgan Chase & Co. 0.21% 1,804 $542K No change
AMGN Amgen Inc. 0.20% 1,500 $505K No change
PH Parker Hannifin Corp. 0.20% 565 $499K No change
MDT Medtronic PLC 0.18% 6,000 $457K No change
SCHI Schwab 5-10 Year Corporate B 0.18% 20,000 $452K New
CRSP Crispr Therapeutics AG 0.18% 8,500 $448K No change
LRCX Lam Research Corp. 0.18% 1,500 $443K No change
VIG Vanguard Dividend Apprec ETF 0.16% 1,821 $416K No change
NLY Annaly Capital Management Inc. 0.16% 18,237 $404K Add +3.1%
GPIX GLDM SA S&P 500 PR in ETF-US 0.13% 5,889 $325K No change
NFJ Virtus DVD Intrst & PRM STR 0.12% 21,421 $312K New
AFB Allianceberstein NTL Muni 0.12% 27,175 $302K New
RKT Rocket Cos Inc. Class A 0.11% 20,000 $277K New
LNG Cheniere Energy Inc. 0.10% 1,050 $251K Add +75.0%
EEM iShares MSCI Emerging Market 0.10% 3,700 $249K Reduce -2.0%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.09% 3,324 $226K Add +91.4%
BUG Global X Cybersecurity ETF 0.06% 5,000 $153K No change
VNQ Vanguard Real Estate ETF 0.05% 1,374 $132K No change
IBDX iShares Ibonds Dec 2032 TC 0.05% 5,100 $128K No change
UNP Union Pacific Corp. 0.05% 479 $127K No change
PMM Franklin Managed Municipal I 0.05% 20,000 $126K New
HAL Halliburton Co. 0.05% 3,000 $123K New
IBDY iShares Ibonds Dec 2033 Corp. 0.05% 4,600 $118K No change
CCJ Cameco Corp. 0.05% 1,000 $115K New
TOST Toast Inc. Class A 0.04% 5,000 $112K No change
COP Conocophillips 0.04% 900 $106K New
PLTR Palantir Technologies Inc. Class A 0.04% 800 $104K Reduce -20.0%

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -5.3% 5.65% −1.01
HD Home Depot Inc. Reduce -0.6% 1.54% −0.71
MA Mastercard Inc. Class A Reduce -9.1% 1.94% −0.64
NKE Nike Inc. Class B Reduce -23.4% 0.42% −0.47
META Meta Platforms Inc. Class A Reduce -2.6% 1.82% −0.40
VOO Vanguard S&P 500 ETF Reduce -35.8% 0.60% −0.37
GLD SPDR Gold Shares Reduce -19.4% 0.71% −0.33
CCI Crown Castle Inc. Reduce -37.5% 0.35% −0.27
BAC Bank of America Corp. Reduce -5.5% 0.68% −0.17
NOBL Proshares S&P 500 Dividend A Reduce -0.1% 0.82% −0.17
LLY Eli Lilly & Co. Reduce -5.3% 0.70% −0.15
COF Capital One Financial Corp. Sold out 0.00% −0.14
ZS Zscaler Inc. Sold out 0.00% −0.13
PANW Palo Alto Networks Inc. Sold out 0.00% −0.11
V Visa Inc. Class A Sold out 0.00% −0.07
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.05
PLTR Palantir Technologies Inc. Class A Reduce -20.0% 0.04% −0.02
EEM iShares MSCI Emerging Market Reduce -2.0% 0.10% −0.00

Portfolio Buys Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Add +1.8% 15.15% +2.29
XNEAX Nuveen Amt-FR QLTY Muni Inc. New 1.10% +1.10
AMZN Amazon.com Inc. Add +13.1% 3.87% +1.02
AVGO Broadcom Inc. Add +9.0% 4.98% +0.89
NVDA Nvidia Corp. Add +3.4% 6.28% +0.62
JPC Nuveen Prefered & Income Opp New 0.53% +0.53
AAPL Apple Inc. Add +5.7% 6.21% +0.41
MU Micron Technology Inc. New 0.32% +0.32
CVX Chevron Corp. Add +231.4% 0.43% +0.28
QQQ Invesco QQQ Trust Series 1 Add +150.0% 0.35% +0.22
MS Morgan Stanley Add +2.8% 4.39% +0.22
SCHI Schwab 5-10 Year Corporate B New 0.18% +0.18
ASML ASML Holding NV-NY Reg SHS Add +19.4% 0.90% +0.15
PSX Phillips 66 Add +86.7% 0.29% +0.13
NFJ Virtus DVD Intrst & PRM STR New 0.12% +0.12
AFB Allianceberstein NTL Muni New 0.12% +0.12
RKT Rocket Cos Inc. Class A New 0.11% +0.11
XMMO Invesco S&P Midcap Momentum Add +3.0% 1.15% +0.06
XOM Exxon Mobil Corp. Add +30.0% 0.39% +0.06
PMM Franklin Managed Municipal I New 0.05% +0.05
NFLX Netflix Inc. Add +13.0% 0.36% +0.05
HAL Halliburton Co. New 0.05% +0.05
CCJ Cameco Corp. New 0.05% +0.05
COP Conocophillips New 0.04% +0.04
LNG Cheniere Energy Inc. Add +75.0% 0.10% +0.04
SNPE Xtrckr S&P 500 Scor&scrn ETF Add +91.4% 0.09% +0.04
XLE SS Energy Select Sector Add +7.1% 2.36% +0.03
MCD McDonald's Corp. Add +50.0% 0.33% +0.03
IWF iShares Russell 1000 Growth Add +300.0% 0.73% −0.01
NLY Annaly Capital Management Inc. Add +3.1% 0.16% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +2.9% 4.31% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +1.2% 1.63% −0.24

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