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13F holdings · Q2 2026

Jupiter Wealth Management

Glendale, CO · files as Jupiter Wealth Management LLC
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 1774207

Jupiter Wealth Management reported 93 stocks worth $250M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOGL (13.5%), AAPL (6.1%) and NVDA (5.7%). Compared with Q1 2026, the fund opened new positions in DRAM, APH and GEV, added to AAPL, NVDA and MS, trimmed GOOGL, AVGO and AMZN and sold out of RKT, VNQ and COP.

Reported value$250M−1.2% vs last quarter
Stocks held937 new · 4 sold out
Top 5 weight35.5%fairly concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOGL
Alphabet Inc
$33.7M13.5%94K−893 (−1%)8 of 8
2
AAPL
Apple Inc
$15.3M6.1%53K+318 (+1%)8 of 8
3
NVDA
Nvidia Corporation
$14.2M5.7%71K+575 (+1%)8 of 8
4
MSFT
Microsoft Corp
$13.2M5.3%35KNo change8 of 8
5
MS
Morgan Stanley
$12.3M4.9%59K+1,550 (+3%)8 of 8
6
AVGO
Broadcom Inc
$11.3M4.5%30K−375 (−1%)8 of 8
7
SPY
Spdr S&P 500 ETF TR
$11.1M4.4%15K+150 (+1%)8 of 8
8
AMZN
Amazon Com Inc
$8.4M3.4%35K−1,047 (−3%)8 of 8
9
BRK.A
Berkshire Hathaway Inc Dclass A
$8.2M3.3%11No change6 of 8
10
TSM
Taiwan Semiconductor Mfg Ltd
$7.4M3.0%15K+905 (+6%)8 of 8
🔒 83 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
RKT
Rocket Companies Cla A
$277K20K
VNQ
Vanguard Index Fds
$132K1,374
COP
Conocophillips
$106K900
PLTR
Palantir Technologies Inc
$104K800

Reported value

last 8 quarters
$195MQ3 '24
$200MQ4 '24
$165MQ1 '25
$198MQ2 '25
$212MQ3 '25
$225MQ4 '25
$253MQ1 '26
$250MQ2 '26

The 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 Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

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Jupiter Wealth Management 13F FAQ

What does Jupiter Wealth Management own?

Jupiter Wealth Management reported 93 stocks worth $250M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOGL (13.5%), AAPL (6.1%) and NVDA (5.7%). The table above lists every position in the filing (the top 10 without an account).

What did Jupiter Wealth Management buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 17 added to, 16 trimmed and 4 sold out. New positions include DRAM, APH and GEV. It sold all of RKT, VNQ and COP.

When will Jupiter Wealth Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Jupiter Wealth Management's portfolio worth?

The Q2 2026 filing reports $250M 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.