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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
IBDX icon
76
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.71B
$131K 0.06%
5,100
– –
TOST icon
77
Toast
TOST
$18.8B
$131K 0.06%
+5,000
New +$180K
LNG icon
78
Cheniere Energy
LNG
$52.8B
$131K 0.06%
600
– –
PLTR icon
79
Palantir
PLTR
$296B
$129K 0.06%
+1,000
New +$181K
VNQ icon
80
Vanguard Real Estate ETF
VNQ
$40B
$128K 0.06%
1,374
-1,500
-52% -$135K
UNP icon
81
Union Pacific
UNP
$175B
$125K 0.06%
479
– –
IBDY icon
82
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$121K 0.05%
4,600
– –
SNPE icon
83
Xtrackers S&P 500 ESG ETF
SNPE
$2.58B
$109K 0.05%
1,737
-1,887
-52% -$116K
CRWD icon
84
CrowdStrike
CRWD
$185B
$103K 0.05%
1,000
– –
BILL icon
85
BILL Holdings
BILL
$4.62B
– –
-7,000
Closed -$371K
CMG icon
86
Chipotle Mexican Grill
CMG
$43B
– –
-8,000
Closed -$314K
CROX icon
87
Crocs
CROX
$6.75B
– –
-4,375
Closed -$366K
CVS icon
88
CVS Health
CVS
$140B
– –
-7,000
Closed -$528K
DHI icon
89
D.R. Horton
DHI
$42.3B
– –
-750
Closed -$127K
HOOD icon
90
Robinhood
HOOD
$83.3B
– –
-1,160
Closed -$166K
IBIT icon
91
iShares Bitcoin Trust
IBIT
$47.4B
– –
-1,760
Closed -$114K
IBTF
92
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-14,300
Closed -$334K
INSM icon
93
Insmed
INSM
$22.6B
– –
-2,000
Closed -$288K
KBH icon
94
KB Home
KBH
$3.54B
– –
-18,500
Closed -$1.18M
LEN icon
95
Lennar Class A
LEN
$21.1B
– –
-8,400
Closed -$1.06M
PHM icon
96
Pultegroup
PHM
$25.7B
– –
-10,900
Closed -$1.44M
XLF icon
97
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
– –
-10,000
Closed -$539K
ETH
98
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
– –
-15,000
Closed -$588K
1 2 3
4

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ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
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
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.