Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jupiter Wealth Management LLC (CIK 1774207) reported $253.0M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($38.3M, 15.15%), NVDA ($15.9M, 6.28%), AAPL ($15.7M, 6.21%), MSFT ($14.3M, 5.65%), AVGO ($12.6M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $38.3M | 15.15% | 95,198 | Added |
| 2 | NVDA | Nvidia Corporation | $15.9M | 6.28% | 70,305 | Added |
| 3 | AAPL | Apple Inc Com | $15.7M | 6.21% | 52,564 | Added |
| 4 | MSFT | Microsoft | $14.3M | 5.65% | 35,283 | Trimmed |
| 5 | AVGO | Broadcom Inc Com | $12.6M | 4.98% | 30,224 | Added |
| 6 | MS | Morgan Stanley Com | $11.1M | 4.39% | 57,257 | Added |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $10.9M | 4.31% | 14,702 | Added |
| 8 | AMZN | Amazon.Com Inc | $9.8M | 3.87% | 36,278 | Added |
| 9 | BRK/A | Berkshire Hathaway | $8.0M | 3.16% | 11 | Hold |
| 10 | XLE | Energy Select Sector SPDR ETF IV | $6.0M | 2.36% | 103,808 | Added |
| 11 | TSM | Taiwan Semiconductor | $5.8M | 2.29% | 14,517 | Hold |
| 12 | MA | Mastercard Inc CL A | $4.9M | 1.94% | 9,992 | Trimmed |
| 13 | JNJ | Johnson & Johnson | $4.8M | 1.88% | 20,696 | Hold |
| 14 | META | Facebook Inc-Class A | $4.6M | 1.82% | 7,470 | Trimmed |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | $4.6M | 1.81% | 90,000 | Hold |
| 16 | BRK/B | Berkshire Hathaway | $4.1M | 1.63% | 8,505 | Added |
| 17 | HD | Home Depot | $3.9M | 1.54% | 12,882 | Trimmed |
| 18 | CCK | Crown HLDGS Inc Com | $3.9M | 1.54% | 39,005 | Hold |
| 19 | AMT | American Tower Corp | $3.4M | 1.36% | 19,838 | Hold |
| 20 | XMMO | Invesco S & P Midcap Momentum ETF | $2.9M | 1.15% | 17,300 | Added |
| 21 | GS | Goldman Sachs Group | $2.9M | 1.13% | 3,000 | Hold |
| 22 | NEA | Nuveen Amt Free QLTY | $2.8M | 1.10% | 240,237 | New |
| 23 | ITA | iShares US Aerospace Defense ETF | $2.8M | 1.09% | 12,249 | Hold |
| 24 | C | Citigroup Inc | $2.7M | 1.08% | 22,000 | Hold |
| 25 | MPC | Marathon Petroleum | $2.5M | 0.98% | 10,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31