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JWM

Jupiter Wealth Management Portfolio holdings

AUM $250M
1-Year Est. Return 32.85%
This Fund
S&P 500
This Quarter Est. Return
+5.71%
1 Year Est. Return
+32.85%
3 Year Est. Return
+99.18%
5 Year Est. Return
+115.71%
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 Miscellaneous 19.63%
3 Financials 16.47%
4 Communication Services 16.17%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
51
Vanguard Total International Stock ETF
VXUS
$163B
$810K 0.36%
9,865
– –
XOM icon
52
ExxonMobil
XOM
$679B
$750K 0.33%
5,000
– –
NFLX icon
53
Netflix
NFLX
$334B
$698K 0.31%
9,200
-2,300
-20% -$248K
MCD icon
54
McDonald's
MCD
$182B
$664K 0.3%
2,000
– –
DIS icon
55
Walt Disney
DIS
$188B
$657K 0.29%
6,418
-2,985
-32% -$329K
CAT icon
56
Caterpillar
CAT
$360B
$613K 0.27%
808
– –
MDT icon
57
Medtronic
MDT
$116B
$605K 0.27%
6,000
– –
IWO icon
58
iShares Russell 2000 Growth ETF
IWO
$14.3B
$557K 0.25%
1,683
– –
PH icon
59
Parker-Hannifin
PH
$120B
$555K 0.25%
565
+365
+183% +$299K
AMGN icon
60
Amgen
AMGN
$204B
$549K 0.24%
+1,500
New +$476K
JPM icon
61
JPMorgan Chase
JPM
$931B
$546K 0.24%
1,804
– –
CRSP icon
62
CRISPR Therapeutics
CRSP
$5.12B
$416K 0.19%
8,500
– –
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$111B
$412K 0.18%
1,821
– –
NLY icon
64
Annaly Capital Management
NLY
$16.5B
$406K 0.18%
17,696
+1,075
+6% +$23.4K
PSX icon
65
Phillips 66
PSX
$104B
$352K 0.16%
2,250
+700
+45% +$94.2K
LRCX icon
66
Lam Research
LRCX
$342B
$347K 0.15%
1,500
– –
CVX icon
67
Chevron
CVX
$416B
$319K 0.14%
+1,750
New +$267K
COF icon
68
Capital One
COF
$128B
$310K 0.14%
1,500
+500
+50% +$111K
GPIX icon
69
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.65B
$308K 0.14%
5,889
– –
QQQ icon
70
Invesco QQQ Trust
QQQ
$477B
$300K 0.13%
500
– –
ZS icon
71
Zscaler
ZS
$31.3B
$299K 0.13%
1,750
– –
PANW icon
72
Palo Alto Networks
PANW
$306B
$244K 0.11%
1,500
+250
+20% +$50.4K
EEM icon
73
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$230K 0.1%
3,775
– –
V icon
74
Visa
V
$701B
$162K 0.07%
+500
New +$170K
BUG icon
75
Global X Cybersecurity ETF
BUG
$1.77B
$136K 0.06%
5,000
– –
1 2
3
4

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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 Miscellaneous and Financials.

  • 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.