Jupiter Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Glendale, CO
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$249,980
Net value change ($000)
-3,033 (-1.2%)
New positions
7
Sold out positions
4
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TSM 1,561 26.9%
MS 1,195 10.8%
Roundhill Memory ETF 1,145 NEW
ASML 888 38.9%
HD 757 19.4%
LLY 737 41.8%
C 671 24.6%
APH 617 NEW
MU 523 65.0%
JNJ 487 10.2%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -4,627 -12.1%
NVDA -1,695 -10.7%
AMZN -1,403 -14.3%
AVGO -1,322 -10.5%
MSFT -1,145 -8.0%
XLE -832 -13.9%
CVX -830 -76.9%
GLD -810 -45.4%
META -497 -10.8%
AAPL -408 -2.6%
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