Institutional Fund
Jupiter Wealth Management LLC
Glendale, COCIK 17742075 filings on record
Portfolio Value
$253.01M
Q1 2026
Holdings
90
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+12.7%
from $224.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc15.1%
- Nvidia Corporation6.3%
- Apple Inc6.2%
- Microsoft Corp5.7%
- Broadcom Inc5.0%
- Morgan Stanley4.4%
- Other57.4%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 95.2K | $38.33M | 15.1% | +1.7K | Added |
| 2 | Nvidia Corporation | 70.3K | $15.88M | 6.3% | +2.3K | Added |
| 3 | Apple Inc | 52.6K | $15.71M | 6.2% | +2.8K | Added |
| 4 | Microsoft Corp | 35.3K | $14.30M | 5.7% | −2.0K | Reduced |
| 5 | Broadcom Inc | 30.2K | $12.60M | 5.0% | +2.5K | Added |
| 6 | Morgan Stanley | 57.3K | $11.10M | 4.4% | +1.6K | Added |
| 7 | Spdr S&P 500 ETF Tr | 14.7K | $10.91M | 4.3% | +410 | Added |
| 8 | Amazon Com Inc | 36.3K | $9.80M | 3.9% | +4.2K | Added |
| 9 | Berkshire Hathaway Inc Del | 11 | $8.00M | 3.2% | 0 | Held |
| 10 | Select Sector Spdr Tr | 103.8K | $5.98M | 2.4% | +6.8K | Added |
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