Jupiter Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Glendale, CO
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$253,013
Net value change ($000)
+28,432 (12.7%)
New positions
11
Sold out positions
5
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 9,446 32.7%
AVGO 3,414 37.2%
AMZN 3,397 53.1%
NVDA 3,166 24.9%
NEA 2,777 NEW
AAPL 2,694 20.7%
MS 1,739 18.6%
JPC 1,346 NEW
SPY 1,176 12.1%
MU 804 NEW
Top Reduces (Value $000, Stocks/ETFs)
HD -1,160 -22.9%
NKE -936 -46.9%
MA -895 -15.4%
MSFT -668 -4.5%
VOO -658 -30.1%
GLD -538 -23.2%
CCI -509 -36.2%
CCK -397 -9.2%
META -378 -7.6%
COF -310 -100.0%
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