Jupiter Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Glendale, CO
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$224,581
Net value change ($000)
+12,940 (6.1%)
New positions
5
Sold out positions
14
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,977 20.8%
GLD 1,874 418.3%
TSM 1,655 44.9%
JNJ 1,405 38.4%
AVGO 1,257 15.9%
SCHD 1,000 243.9%
MS 922 10.9%
AAPL 911 7.5%
LLY 664 53.5%
SPY 617 6.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,727 -10.3%
PHM -1,440 -100.0%
KBH -1,177 -100.0%
LEN -1,059 -100.0%
NFLX -681 -49.4%
ETH -588 -100.0%
XLF -539 -100.0%
CVS -528 -100.0%
NKE -502 -20.1%
ITB -498 -37.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type