Jessup Wealth Management, Inc
All 13F Filings
- Location
- Dayton, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 335,250
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/11/2026 | 81 | 335,250 | 13F-HR | Jessup Wealth Management, Inc |
| Q1 2026 | 5/15/2026 | 78 | 273,993 | 13F-HR | Jessup Wealth Management, Inc |
| Q4 2025 | 2/11/2026 | 388 | 302,465 | 13F-HR | Jessup Wealth Management, Inc |
| Q3 2025 | 10/24/2025 | 80 | 268,502 | 13F-HR | Jessup Wealth Management, Inc |
| Q2 2025 | 8/5/2025 | 76 | 249,176 | 13F-HR | Jessup Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 263.6 K | 78.6% | 45.26 K | 0 | 45.26 K |
| ETFs | 71.7 K | 21.4% | 16.08 K | 0 | 16.08 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
335,250
Holdings
81
QoQ value change ($000)
61,257
(22.4%)
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.