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Jupiter Wealth Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $249,979,793
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Alphabet Inc · CAP STK CL A · 02079K305 · shares: $33,701,778
- Apple Inc Com · COM · 037833100 · shares: $15,301,936
- Nvidia Corporation · COM · 67066G104 · shares: $14,182,379
- Microsoft · COM · 594918104 · shares: $13,151,939
- Morgan Stanley Com · COM · 617446448 · shares: $12,293,015
- Broadcom Inc Com · COM · 11135F101 · shares: $11,275,460
- SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) · - · 78462F103 · shares: $11,090,725
- Amazon.Com Inc · COM · 023135106 · shares: $8,396,957
- Berkshire Hathaway · CL A · 084670108 · shares: $8,237,350
- Taiwan Semiconductor · COM · 874039100 · shares: $7,365,085
Reported holdings
93 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Alphabet Inc | CAP STK CL A | 02079K305 | — | 94,305 shares | $33,701,778 |
| Apple Inc Com | COM | 037833100 | — | 52,882 shares | $15,301,936 |
| Nvidia Corporation | COM | 67066G104 | — | 70,880 shares | $14,182,379 |
| Microsoft | COM | 594918104 | — | 35,258 shares | $13,151,939 |
| Morgan Stanley Com | COM | 617446448 | — | 58,807 shares | $12,293,015 |
| Broadcom Inc Com | COM | 11135F101 | — | 29,849 shares | $11,275,460 |
| SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | - | 78462F103 | — | 14,852 shares | $11,090,725 |
| Amazon.Com Inc | COM | 023135106 | — | 35,231 shares | $8,396,957 |
| Berkshire Hathaway | CL A | 084670108 | — | 11 shares | $8,237,350 |
| Taiwan Semiconductor | COM | 874039100 | — | 15,422 shares | $7,365,085 |
| Mastercard Inc CL A | CL A | 57636Q104 | — | 10,391 shares | $5,336,818 |
| Johnson & Johnson | COM | 478160104 | — | 20,696 shares | $5,256,163 |
| Energy Select Sector SPDR ETF IV | - | 81369Y506 | — | 96,962 shares | $5,149,652 |
| Home Depot | COM | 437076102 | — | 13,197 shares | $4,654,318 |
| JPMorgan Ultra SHRT Muncipl Incm ETF | - | 46641Q654 | — | 90,000 shares | $4,590,000 |
| Crown HLDGS Inc Com | COM | 228368106 | — | 39,005 shares | $4,361,539 |
| Berkshire Hathaway | CL B NEW | 084670702 | — | 8,505 shares | $4,255,817 |
| Facebook Inc-Class A | CL A | 30303M102 | — | 7,295 shares | $4,109,201 |
| Citigroup Inc | COM | 172967424 | — | 24,300 shares | $3,401,028 |
| Asml Holding NV | - | N07059210 | — | 1,595 shares | $3,173,157 |
| American Tower Corp | COM | 03027X100 | — | 19,239 shares | $3,146,923 |
| Goldman Sachs Group | COM | 38141G104 | — | 3,000 shares | $3,034,110 |
| iShares US Aerospace Defense ETF | - | 464288760 | — | 12,249 shares | $2,969,403 |
| Invesco S & P Midcap Momentum ETF | - | 46137V464 | — | 17,300 shares | $2,943,422 |
| Nuveen Amt Free QLTY | COM | 670657105 | — | 240,237 shares | $2,820,385 |
| Marathon Petroleum | COM | 56585A102 | — | 10,000 shares | $2,556,700 |
| Eli Lilly And Co | COM | 532457108 | — | 2,084 shares | $2,499,612 |
| ProShares Trust S&P (500 Divid Aristocrats Etf) | - | 74348A467 | — | 38,890 shares | $2,184,062 |
| BK Of America Corp | COM | 060505104 | — | 36,600 shares | $2,085,468 |
| iShares Russell 1000 Growth ETF | - | 464287614 | — | 14,940 shares | $1,855,100 |
| Merck & Co Inc New | COM | 58933Y105 | — | 13,800 shares | $1,773,300 |
| Pepsico Inc | COM | 713448108 | — | 12,500 shares | $1,692,500 |
| Vanguard S&P 500 ETF | - | 922908363 | — | 2,241 shares | $1,539,141 |
| Schwab US Dividend Equity ETF | - | 808524797 | — | 45,000 shares | $1,426,950 |
| Nuveen Preferred Income | - | 67073B106 | — | 168,733 shares | $1,329,616 |
| Micron Technology | - | 595112103 | — | 1,150 shares | $1,327,434 |
| Wal-Mart | COM | 931142103 | — | 11,632 shares | $1,317,440 |
| Bunge Global SA F | - | H11356104 | — | 12,058 shares | $1,286,950 |
| Lockheed Martin Corp | COM | 539830109 | — | 2,500 shares | $1,273,650 |
| Wells Fargo Co New | COM | 949746101 | — | 15,000 shares | $1,239,600 |
| Alphabet Inc | CAP STK CL C | 02079K107 | — | 3,500 shares | $1,236,655 |
| iShares Russell Mid Cap ETF | - | 464287499 | — | 11,000 shares | $1,213,520 |
| Neos S And P 500 High Income ETF | - | 78433H303 | — | 21,749 shares | $1,154,654 |
| Roundhill Memory ETF | - | 77926X320 | — | 15,500 shares | $1,144,675 |
| Global X Nasdaq 100 Covered Call ETF | - | 37954Y483 | — | 62,034 shares | $1,143,287 |
| Invsc QQQ Trust SRS 1 ETF IV | - | 46090E103 | — | 1,450 shares | $1,067,780 |
| Nike Inc Class B Com | CL B | 654106103 | — | 25,003 shares | $1,026,373 |
| SPDR Gold Trust | - | 78463V107 | — | 2,645 shares | $974,365 |
| Mcdonald S Corp | COM | 580135101 | — | 3,500 shares | $946,085 |
| Republic Services | - | 760759100 | — | 4,425 shares | $942,879 |
| Pfizer | COM | 717081103 | — | 38,850 shares | $935,508 |
| iShares Select Dividend ETF | - | 464287168 | — | 5,900 shares | $922,170 |
| JPMorgan Equity Premium Income ETF | - | 46641Q332 | — | 16,250 shares | $917,800 |
| ExxonMobil | COM | 30231G102 | — | 6,500 shares | $888,680 |
| Caterpillar | COM | 149123101 | — | 808 shares | $860,439 |
| Costco Wholesale | - | 22160K105 | — | 879 shares | $822,278 |
| iShares TR US Home (cons Etf) | - | 464288752 | — | 7,500 shares | $783,600 |
| Crown Castle Intl | COM | 22822V101 | — | 10,000 shares | $757,300 |
| Phillips 66 Com | COM | 718546104 | — | 4,200 shares | $710,010 |
| iShares Russell (2000 Growth Etf) | - | 464287648 | — | 1,683 shares | $663,035 |
| Netflix Com Inc Com | COM | 64110L106 | — | 9,200 shares | $656,880 |
| Lam Research Corp | - | 512807306 | — | 1,500 shares | $649,995 |
| Amphenol Corp New Class A | - | 032095101 | — | 3,500 shares | $617,120 |
| JPMorgan Chase | COM | 46625H100 | — | 1,804 shares | $590,503 |
| Vanguard Total Interntl Stock ETF IV | - | 921909768 | — | 6,865 shares | $586,889 |
| Parker-Hannifin Corp | - | 701094104 | — | 565 shares | $552,638 |
| Amgen Inc | - | 031162100 | — | 1,500 shares | $543,180 |
| Medtronic PLC | COM | G5960L103 | — | 6,000 shares | $469,380 |
| Crispr Therapeutics | COM | H17182108 | — | 8,500 shares | $463,590 |
| Schwab 5-10 Year Corporate Bond ETF | - | 808524698 | — | 20,000 shares | $452,800 |
| Vanguard Dividend Appreciation ETF | - | 921908844 | — | 1,821 shares | $430,885 |
| Walt Disney | COM | 254687106 | — | 4,373 shares | $420,901 |
| GE Vernova Inc | - | 36828A101 | — | 350 shares | $411,201 |
| Annaly Capital MGMT REIT | - | 035710839 | — | 18,237 shares | $407,789 |
| iShares Core S&P (500 Etf) | - | 464287200 | — | 500 shares | $374,445 |
| Goldman Sachs S P 500 Cre PRM ETF IV | - | 38149W622 | — | 5,889 shares | $327,252 |
| Virtus Divid Int & P | - | 92840R101 | — | 21,421 shares | $325,393 |
| Alliancebernstein NTNL M | - | 01864U106 | — | 27,175 shares | $310,068 |
| IBM Corp | - | 459200101 | — | 1,000 shares | $281,210 |
| iShares MSCI Emerging Markets ETF | - | 464287234 | — | 3,700 shares | $253,117 |
| Chevron Corp. | COM | 166764100 | — | 1,500 shares | $248,640 |
| Halliburton Co | - | 406216101 | — | 7,000 shares | $237,650 |
| DBX ETF TR Xtrackers (S&P) | - | 233051143 | — | 3,324 shares | $228,891 |
| Capital One FC | - | 14040H105 | — | 1,000 shares | $200,620 |
| Toast Inc Class Class A | - | 888787108 | — | 7,000 shares | $194,740 |
| Global X Cybersecurity ETF | - | 37954Y384 | — | 5,000 shares | $190,950 |
| Cheniere Energy Inc | - | 16411R208 | — | 600 shares | $143,406 |
| Putnam Managed Mun | COM | 746823103 | — | 20,000 shares | $130,800 |
| Union Pacific Corp | COM | 907818108 | — | 479 shares | $130,288 |
| iShares iBonds Dec 2032 Term Corporate ETF | - | 46436E312 | — | 5,100 shares | $128,469 |
| iShares iBonds Dec 2033 Term Corporate ETF | - | 46436E130 | — | 4,600 shares | $118,427 |
| Cass Information SYS Inc | - | 14808P109 | — | 2,000 shares | $102,640 |
| Cameco Corp F | - | 13321L108 | — | 1,000 shares | $101,860 |