Jessup Wealth Management, Inc

Q2 2026 13F-HR Holdings

Location
Dayton, OH
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$335,250
Net value change ($000)
+61,257 (22.4%)
New positions
8
Sold out positions
4
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 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)
AMD 10,871 113.1%
MU 7,970 144.4%
IGV 7,871 2055.1%
NVO 6,567 NEW
UNH 6,398 85.1%
AAPL 3,190 14.2%
NVDA 2,588 10.9%
MSFT 2,338 21.0%
VXF 2,068 23.9%
AMZN 2,045 6.4%
Top Reduces (Value $000, Stocks/ETFs)
MRK -6,496 -85.8%
TMUS -2,085 -19.4%
COST -845 -7.7%
PANW -383 -100.0%
TMO -351 -100.0%
KKR -287 -36.5%
ULTA -227 -100.0%
VEU -223 -100.0%
XOM -84 -19.4%
MCD -77 -23.6%
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