Jupiter Wealth Management LLC
All 13F Filings
- Location
- Glendale, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 249,980
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 93 | 249,980 | 13F-HR | Jupiter Wealth Management LLC |
| Q1 2026 | 5/14/2026 | 90 | 253,013 | 13F-HR | Jupiter Wealth Management LLC |
| Q4 2025 | 2/13/2026 | 84 | 224,581 | 13F-HR | Jupiter Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 93 | 211,641 | 13F-HR | Jupiter Wealth Management LLC |
| Q2 2025 | 8/14/2025 | 90 | 198,024 | 13F-HR | Jupiter Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.2 K | 81.3% | 0 | 3.439 K | -3.439 K |
| ETFs | 46.83 K | 18.7% | 407 | 0 | 407 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
249,980
Holdings
93
QoQ value change ($000)
-3,033
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.