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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
-2.65%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$253M
AUM Growth
+$28.4M
Cap. Flow
+$13.6M
Cap. Flow %
5.37%
Top 10 Hldgs %
56.36%
Holding
95
New
11
Increased
21
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.09M
2
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$2.79M
3
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$1.36M
4
AMZN icon
Amazon
AMZN
+$925K
5
AVGO icon
Broadcom
AVGO
+$821K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$819K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$782K
3
MA icon
Mastercard
MA
+$526K
4
CCI icon
Crown Castle
CCI
+$516K
5
NKE icon
Nike
NKE
+$463K

Sector Composition

Rank Sector Weight
1 Technology 26.89%
2 Communication Services 18.15%
3 Financials 14.77%
4 Consumer Discretionary 7.7%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKT icon
76
Rocket Companies
RKT
$38.2B
$277K 0.11%
+20,000
New +$364K
LNG icon
77
Cheniere Energy
LNG
$53.6B
$251K 0.1%
1,050
+450
+75% +$104K
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$249K 0.1%
3,700
-75
-2% -$4.41K
SNPE icon
79
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
$226K 0.09%
3,324
+1,587
+91% +$99K
BUG icon
80
Global X Cybersecurity ETF
BUG
$1.28B
$153K 0.06%
5,000
– –
VNQ icon
81
Vanguard Real Estate ETF
VNQ
$39.8B
$132K 0.05%
1,374
– –
IBDX icon
82
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$128K 0.05%
5,100
– –
UNP icon
83
Union Pacific
UNP
$178B
$127K 0.05%
479
– –
PMM
84
Franklin Managed Municipal Income Trust
PMM
$273M
$126K 0.05%
+20,000
New +$125K
HAL icon
85
Halliburton
HAL
$26.8B
$123K 0.05%
+3,000
New +$104K
IBDY icon
86
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$118K 0.05%
4,600
– –
CCJ icon
87
Cameco
CCJ
$38.9B
$115K 0.05%
+1,000
New +$114K
TOST icon
88
Toast
TOST
$17.9B
$112K 0.04%
5,000
– –
COP icon
89
ConocoPhillips
COP
$141B
$106K 0.04%
+900
New +$99.7K
PLTR icon
90
Palantir
PLTR
$315B
$104K 0.04%
800
-200
-20% -$30.6K
COF icon
91
Capital One
COF
$127B
– –
-1,500
Closed -$310K
CRWD icon
92
CrowdStrike
CRWD
$183B
– –
-1,000
Closed -$103K
PANW icon
93
Palo Alto Networks
PANW
$259B
– –
-1,500
Closed -$244K
V icon
94
Visa
V
$689B
– –
-500
Closed -$162K
ZS icon
95
Zscaler
ZS
$23.8B
– –
-1,750
Closed -$299K
1 2 3
4

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Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
N
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PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
PI
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SIP
Sellwood Investment Partners Portland, Oregon $254M AUM 11.77% 1-Year Est. Return

Jupiter Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Jupiter Wealth Management held 95 positions worth $253M, up 13% from $225M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Jupiter Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 11 new positions and adding to 21 existing holdings. Its largest new stake was Nuveen AMT-Free Quality Municipal Income Fund: 240,237 shares worth $2.78M.

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

On the sell side, the largest reduction was Microsoft, an estimated $819K trimmed.

  • Jupiter Wealth Management's largest Q1 2026 buy was Nuveen AMT-Free Quality Municipal Income Fund: 240,237 shares worth $2.78M.
  • Jupiter Wealth Management added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $5.09M increase.
  • Jupiter Wealth Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $819K.
  • Jupiter Wealth Management fully exited Capital One in Q1 2026, selling an estimated $310K.
  • Jupiter Wealth Management's ten largest holdings make up 56% of its $253M portfolio in Q1 2026.
  • Jupiter Wealth Management opened 11 new positions and closed 5 in Q1 2026.
  • Jupiter Wealth Management's portfolio value rose 13% quarter-over-quarter to $253M.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.