Jessup Wealth Management
Jessup Wealth Management reported 86 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (34.5%), AMZN (7.5%) and NVDA (6.6%). Compared with Q2 2026, the fund opened new positions in VBIL, NFLX and IBIT, added to AAPL, AMZN and NVDA, trimmed AMD, MU and IGV and sold out of NVO, GNRC and BA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $164M | 34.5% | 493K | +404K (+455%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $35.7M | 7.5% | 143K | +825 (+1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $31.4M | 6.6% | 137K | +6,009 (+5%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $19.7M | 4.1% | 32K | −3,055 (−9%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $18.8M | 4.0% | 37K | +590 (+2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $15.6M | 3.3% | 45K | +144 (+0%) | 8 of 8 | |
| 7 |  JNK Spdr Series Trust | $13M | 2.7% | 140K | +2,236 (+2%) | 8 of 8 | |
| 8 |  UNH Unitedhealth Group Inc | $12.5M | 2.6% | 34K | +546 (+2%) | 8 of 8 | |
| 9 |  VBIL Vanguard 0-3 Month | $12M | 2.5% | 158K | New position | 1 of 8 | |
| 10 |  MU Micron Technology Inc | $11.3M | 2.4% | 11K | −1,082 (−9%) | 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 NVO Novo-Nordisk A S F | $6.6M | 137K |
 GNRC Generac Hldgs Inc | $724K | 2,472 |
 BA Boeing Co | $651K | 3,007 |
 XOM Exxon Mobil Corp | $350K | 2,556 |
 AXP American Express Co | $294K | 868 |
🔒 Free account: see all 8.
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 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jessup Wealth Management 13F FAQ
What does Jessup Wealth Management own?
Jessup Wealth Management reported 86 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (34.5%), AMZN (7.5%) and NVDA (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Jessup Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 28 added to, 33 trimmed and 8 sold out. New positions include VBIL, NFLX and IBIT. It sold all of NVO, GNRC and BA.
When will Jessup 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 Jessup Wealth Management's portfolio worth?
The Q3 2026 filing reports $476M 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.