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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
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.99T
$28.9M 12.86%
93,474
-4,865
-5% -$1.39M
MSFT icon
2
Microsoft
MSFT
$2.89T
$15M 6.66%
37,241
+5,014
+16% +$2.51M
AAPL icon
3
Apple
AAPL
$4.95T
$13M 5.8%
49,730
+2,192
+5% +$588K
NVDA icon
4
NVIDIA
NVDA
$4.76T
$12.7M 5.66%
67,996
-635
-0.9% -$118K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$9.74M 4.34%
14,292
+603
+4% +$408K
MS icon
6
Morgan Stanley
MS
$337B
$9.36M 4.17%
55,688
+2,613
+5% +$436K
AVGO icon
7
Broadcom
AVGO
$1.82T
$9.18M 4.09%
27,728
+3,703
+15% +$1.32M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.07T
$8.24M 3.67%
11
– –
AMZN icon
9
Amazon
AMZN
$2.49T
$6.4M 2.85%
32,078
+5,295
+20% +$1.21M
MA icon
10
Mastercard
MA
$487B
$5.8M 2.58%
10,991
+850
+8% +$475K
TSM icon
11
TSMC
TSM
$2.07T
$5.34M 2.38%
14,517
+1,310
+10% +$384K
XLE icon
12
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$5.23M 2.33%
96,962
-10,400
-10% -$463K
JNJ icon
13
Johnson & Johnson
JNJ
$641B
$5.06M 2.25%
20,696
+981
+5% +$194K
HD icon
14
Home Depot
HD
$335B
$5.06M 2.25%
12,960
+388
+3% +$142K
META icon
15
Meta Platforms (Facebook)
META
$1.51T
$4.98M 2.22%
7,670
+330
+4% +$220K
JMST icon
16
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.6M 2.05%
90,000
+10,000
+13% +$509K
CCK icon
17
Crown Holdings
CCK
$12.9B
$4.31M 1.92%
39,005
-100
-0.3% -$9.74K
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.2M 1.87%
8,403
+683
+9% +$340K
AMT icon
19
American Tower
AMT
$77.7B
$3.73M 1.66%
19,838
– –
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$14.4B
$2.85M 1.27%
12,249
– –
GS icon
21
Goldman Sachs
GS
$309B
$2.71M 1.21%
3,000
– –
C icon
22
Citigroup
C
$223B
$2.45M 1.09%
22,000
+25
+0.1% +$2.6K
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$2.44M 1.08%
16,800
– –
GLD icon
24
SPDR Gold Trust
GLD
$132B
$2.32M 1.03%
5,145
+3,885
+308% +$1.48M
NOBL icon
25
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.21M 0.98%
38,950
– –
1
2 3 4

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PWA
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ORC
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MWM
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SIP
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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 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.