Jamison Private Wealth Management
Jamison Private Wealth Management reported 228 stocks worth $988M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (4.8%), NVDA (4.3%) and MSFT (3.5%). Compared with Q2 2026, the fund opened new positions in UPS, XOM and NFLX, added to MSFT, JNJ and JPM, trimmed NVDA, AMAT and AMD and sold out of XOM, VZ and LII.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $47.4M | 4.8% | 142K | No change | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $42.2M | 4.3% | 185K | −2,242 (−1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $35M | 3.5% | 68K | +627 (+1%) | 8 of 8 | |
| 4 |  AMAT Applied Matls Inc | $31.1M | 3.1% | 61K | −229 (−0%) | 8 of 8 | |
| 5 |  AMD Advanced Micro Devices Inc | $28.6M | 2.9% | 47K | −208 (−0%) | 8 of 8 | |
| 6 |  CAT Caterpillar Inc | $26.6M | 2.7% | 33K | No change | 8 of 8 | |
| 7 |  JNJ Johnson & Johnson | $23.7M | 2.4% | 90K | +721 (+1%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $23.1M | 2.3% | 20K | −30 (−0%) | 8 of 8 | |
| 9 |  UPS United Parcel Service Inc | $19.2M | 1.9% | 205K | New position | 4 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $19.1M | 1.9% | 58K | +489 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jamison Private Wealth Management 13F FAQ
What does Jamison Private Wealth Management own?
Jamison Private Wealth Management reported 228 stocks worth $988M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (4.8%), NVDA (4.3%) and MSFT (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Jamison Private Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 136 added to, 52 trimmed and 5 sold out. New positions include UPS, XOM and NFLX. It sold all of XOM, VZ and LII.
When will Jamison Private Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Jamison Private Wealth Management's portfolio worth?
The Q3 2026 filing reports $988M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.