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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
+15.11%
1 Year Est. Return
+32.85%
3 Year Est. Return
+99.18%
5 Year Est. Return
+115.71%
10 Year Est. Return
–
AUM
$250M
AUM Growth
-$3.03M
Cap. Flow
-$4.54M
Cap. Flow %
-1.82%
Top 10 Hldgs %
54%
Holding
97
New
7
Increased
16
Reduced
18
Closed
4

Top Buys

Rank Stock Value
1
DRAM
Roundhill Memory ETF
DRAM
+$807K
2
APH icon
Amphenol
APH
+$505K
3
TSM icon
TSMC
TSM
+$367K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$364K
5
GEV icon
GE Vernova
GEV
+$357K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.4M
2
CVX icon
Chevron
CVX
+$800K
3
GLD icon
SPDR Gold Trust
GLD
+$621K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$391K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$321K

Sector Composition

Rank Sector Weight
1 Technology 27.01%
2 Miscellaneous 20.7%
3 Financials 16.27%
4 Communication Services 16.05%
5 Consumer Discretionary 7.75%

No holdings matched the selected filter criteria.

1 2 3 4

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LWM
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PK
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Jupiter Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Jupiter Wealth Management held 97 positions worth $250M, down 1.2% from $253M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Jupiter Wealth Management's Q2 2026 filing shows 7 new, 16 increased, 18 reduced and 4 closed positions. Its largest new stake was Roundhill Memory ETF: 15,500 shares worth $1.14M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $5.4M.

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

  • Jupiter Wealth Management's largest Q2 2026 buy was Roundhill Memory ETF: 15,500 shares worth $1.14M.
  • Jupiter Wealth Management added most to TSMC in Q2 2026, an estimated $367K increase.
  • Jupiter Wealth Management's biggest Q2 2026 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $5.4M.
  • Jupiter Wealth Management fully exited Rocket Companies in Q2 2026, selling an estimated $277K.
  • Jupiter Wealth Management's ten largest holdings make up 54% of its $250M portfolio in Q2 2026.
  • Jupiter Wealth Management opened 7 new positions and closed 4 in Q2 2026.
  • Jupiter Wealth Management's portfolio value fell 1.2% quarter-over-quarter to $250M.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.