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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
+5.71%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$225M
AUM Growth
+$12.9M
Cap. Flow
+$2.97M
Cap. Flow %
1.32%
Top 10 Hldgs %
52.68%
Holding
98
New
5
Increased
27
Reduced
12
Closed
14

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.51M
2
GLD icon
SPDR Gold Trust
GLD
+$1.48M
3
AVGO icon
Broadcom
AVGO
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$816K

Top Sells

Rank Stock Value
1
PHM icon
Pultegroup
PHM
+$1.44M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39M
3
KBH icon
KB Home
KBH
+$1.18M
4
LEN icon
Lennar Class A
LEN
+$1.06M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$588K

Sector Composition

Rank Sector Weight
1 Technology 25.9%
2 Financials 16.47%
3 Communication Services 16.17%
4 Consumer Discretionary 8.2%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
51
Vanguard Total International Stock ETF
VXUS
$153B
$810K 0.36%
9,865
– –
XOM icon
52
ExxonMobil
XOM
$634B
$750K 0.33%
5,000
– –
NFLX icon
53
Netflix
NFLX
$301B
$698K 0.31%
9,200
-2,300
-20% -$248K
MCD icon
54
McDonald's
MCD
$194B
$664K 0.3%
2,000
– –
DIS icon
55
Walt Disney
DIS
$172B
$657K 0.29%
6,418
-2,985
-32% -$329K
CAT icon
56
Caterpillar
CAT
$387B
$613K 0.27%
808
– –
MDT icon
57
Medtronic
MDT
$111B
$605K 0.27%
6,000
– –
IWO icon
58
iShares Russell 2000 Growth ETF
IWO
$14.4B
$557K 0.25%
1,683
– –
PH icon
59
Parker-Hannifin
PH
$125B
$555K 0.25%
565
+365
+183% +$299K
AMGN icon
60
Amgen
AMGN
$212B
$549K 0.24%
+1,500
New +$476K
JPM icon
61
JPMorgan Chase
JPM
$950B
$546K 0.24%
1,804
– –
CRSP icon
62
CRISPR Therapeutics
CRSP
$4.68B
$416K 0.19%
8,500
– –
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$113B
$412K 0.18%
1,821
– –
NLY icon
64
Annaly Capital Management
NLY
$17.4B
$406K 0.18%
17,696
+1,075
+6% +$23.4K
PSX icon
65
Phillips 66
PSX
$82.5B
$352K 0.16%
2,250
+700
+45% +$94.2K
LRCX icon
66
Lam Research
LRCX
$337B
$347K 0.15%
1,500
– –
CVX icon
67
Chevron
CVX
$374B
$319K 0.14%
+1,750
New +$267K
COF icon
68
Capital One
COF
$130B
$310K 0.14%
1,500
+500
+50% +$111K
GPIX icon
69
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.86B
$308K 0.14%
5,889
– –
QQQ icon
70
Invesco QQQ Trust
QQQ
$445B
$300K 0.13%
500
– –
ZS icon
71
Zscaler
ZS
$24.5B
$299K 0.13%
1,750
– –
PANW icon
72
Palo Alto Networks
PANW
$260B
$244K 0.11%
1,500
+250
+20% +$50.4K
EEM icon
73
iShares MSCI Emerging Markets ETF
EEM
$28B
$230K 0.1%
3,775
– –
V icon
74
Visa
V
$697B
$162K 0.07%
+500
New +$170K
BUG icon
75
Global X Cybersecurity ETF
BUG
$1.26B
$136K 0.06%
5,000
– –
1 2
3
4

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N
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PWA
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ORC
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MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
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PI
PJT Investments Toronto $252M AUM 3.52% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Jupiter Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Jupiter Wealth Management held 98 positions worth $225M, up 6.1% from $212M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Jupiter Wealth Management's Q4 2025 filing shows 5 new, 27 increased, 12 reduced and 14 closed positions. Its largest new stake was Amgen: 1,500 shares worth $549K. The largest sale was Pultegroup, an estimated $1.44M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Communication Services.

  • Jupiter Wealth Management's largest Q4 2025 buy was Amgen: 1,500 shares worth $549K.
  • Jupiter Wealth Management added most to Microsoft in Q4 2025, an estimated $2.51M increase.
  • Jupiter Wealth Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $1.39M.
  • Jupiter Wealth Management fully exited Pultegroup in Q4 2025, selling an estimated $1.44M.
  • Jupiter Wealth Management's ten largest holdings make up 53% of its $225M portfolio in Q4 2025.
  • Jupiter Wealth Management opened 5 new positions and closed 14 in Q4 2025.
  • Jupiter Wealth Management's portfolio value rose 6.1% quarter-over-quarter to $225M.

Based on Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.