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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
IBDX icon
76
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
$131K 0.06%
5,100
– –
TOST icon
77
Toast
TOST
$19.2B
$131K 0.06%
+5,000
New +$180K
LNG icon
78
Cheniere Energy
LNG
$56.6B
$131K 0.06%
600
– –
PLTR icon
79
Palantir
PLTR
$416B
$129K 0.06%
+1,000
New +$181K
VNQ icon
80
Vanguard Real Estate ETF
VNQ
$37.3B
$128K 0.06%
1,374
-1,500
-52% -$135K
UNP icon
81
Union Pacific
UNP
$169B
$125K 0.06%
479
– –
IBDY icon
82
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$121K 0.05%
4,600
– –
SNPE icon
83
Xtrackers S&P 500 ESG ETF
SNPE
$2.9B
$109K 0.05%
1,737
-1,887
-52% -$116K
CRWD icon
84
CrowdStrike
CRWD
$241B
$103K 0.05%
1,000
– –
BILL icon
85
BILL Holdings
BILL
$4.24B
– –
-7,000
Closed -$371K
CMG icon
86
Chipotle Mexican Grill
CMG
$46.9B
– –
-8,000
Closed -$314K
CROX icon
87
Crocs
CROX
$5.35B
– –
-4,375
Closed -$366K
CVS icon
88
CVS Health
CVS
$122B
– –
-7,000
Closed -$528K
DHI icon
89
D.R. Horton
DHI
$38.6B
– –
-750
Closed -$127K
HOOD icon
90
Robinhood
HOOD
$103B
– –
-1,160
Closed -$166K
IBIT icon
91
iShares Bitcoin Trust
IBIT
$62.1B
– –
-1,760
Closed -$114K
IBTF
92
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-14,300
Closed -$334K
INSM icon
93
Insmed
INSM
$27.4B
– –
-2,000
Closed -$288K
KBH icon
94
KB Home
KBH
$3.04B
– –
-18,500
Closed -$1.18M
LEN icon
95
Lennar Class A
LEN
$19.2B
– –
-8,400
Closed -$1.06M
PHM icon
96
Pultegroup
PHM
$22.7B
– –
-10,900
Closed -$1.44M
XLF icon
97
State Street Financial Select Sector SPDR ETF
XLF
$54.5B
– –
-10,000
Closed -$539K
ETH
98
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.13B
– –
-15,000
Closed -$588K
1 2 3
4

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QCM
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MC
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MA
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LWM
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DCM
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PK
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BF
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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.