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CIK: 0001963536
Total reported value
$335.3M
$335.3M
77 檔
31.7%
During the Q1 2026 filing period, Jessup Wealth Management, Inc (CIK: 0001963536) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $335.3M across 77 reported positions.
In Q1 2026, Jessup Wealth Management, Inc adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 142 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.64% | -1.52% | +1.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.65% | -0.80% | +8.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.22% | -0.55% | -6.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.57% | -0.75% | -0.58% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.71% | -0.75% | +1.39% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.08% | -0.73% | +2.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.05% | +262.26% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.99% | -0.98% | +184.30% | |
| 9 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.92% | -1.34% | +247.39% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.55% | -0.39% | +2.27% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 3.51% | +2.60% | +8.87% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.16% | +0.04% | +1.01% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.89% | -0.21% | -16.03% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.77% | +1.38% | +4.83% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.76% | -2.44% | +1.75% | |
| 16 | CQQQ | Invesco China Technology ETF | ETF-Tech | 2.27% | +0.19% | +0.52% | |
| 17 | CSX | Csx CORP | Stock-Industrials | 2.08% | -0.05% | +5676.10% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 2.01% | +2.01% | -6.83% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.97% | -0.18% | +2.98% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.21% | -0.27% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.60% | -0.21% | -1.01% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | — | -9.15% | |
| 23 | NUE | Nucor CORP | Stock-Materials | 0.68% | -0.05% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.10% | +0.20% | |
| 25 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.66% | -0.02% | — | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.43% | +0.16% | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.08% | +1.08% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | -0.03% | -9.91% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.07% | +0.13% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.04% | +0.09% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -0.10% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.03% | -11.09% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.40% | +0.06% | -0.21% | |
| 34 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.07% | +20.43% | |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.33% | -0.06% | — | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.16% | -4.57% | |
| 37 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.30% | -0.05% | +5.72% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.01% | -29.03% | |
| 39 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.03% | — | |
| 40 | KKR | Kkr & Co Inc | Stock-Financials | 0.29% | -0.14% | -89.27% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.27% | -0.05% | +3.58% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.27% | -0.04% | -2.07% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | -0.03% | -6.10% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | -0.02% | +19.98% | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.03% | -11.32% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.04% | +11.90% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | -0.02% | — | |
| 48 | SNDK | Sandisk CORP | Stock-Tech | 0.21% | +0.41% | — | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.04% | +6.74% | |
| 50 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.18% | -0.02% | +25.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +2.9% | +247.39% | Add |
| 2 | COST | Costco Wholesale CORP | +2.9% | +184.30% | Add |
| 3 | MSFT | Microsoft CORP | +2.7% | +262.26% | Add |
| 4 | CSX | Csx CORP | +2.1% | +5676.10% | Add |
| 5 | NVDA | Nvidia CORP | +0.9% | +8.15% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.6% | +1.75% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | +8.87% | Add |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +2.35% | Add |
| 9 | JNK | Ss Spdr Bb High Yield Bond | +0.4% | +1.39% | Add |
| 10 | MU | Micron Technology Inc | +0.4% | -6.83% | Trim |
| 11 | VXF | Vanguard Extended Market ETF | +0.3% | +1.01% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.20% | Add |
| 13 | SNDK | Sandisk CORP | +0.1% | — | Unchanged |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +2.98% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -4.57% | Trim |
| 16 | PMAR | Innovator U.s. Equity Power | +0.1% | +20.43% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.06% | Add |
| 18 | NUE | Nucor CORP | +0.1% | — | Unchanged |
| 19 | GE | General Electric | +0.1% | +235.87% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.58% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | +90.64% | Add |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +19.98% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -1.15% | Trim |
| 25 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.21% | Trim |
| 26 | CINF | Cincinnati Financial CORP | 0% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.13% | Add |
| 28 | DUK | Duke Energy CORP | 0% | +17.31% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +6.74% | Add |
| 30 | BSJV | Invesco Bulletshares 2031 Hy | 0% | +5.72% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.09% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | -0.10% | Trim |
| 33 | SHW | Sherwin-williams Co/the | 0% | -2.07% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -0.27% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | -9.15% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.10% | Add |
| 37 | F | Ford Motor Co | — | -7.47% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | — | +9.01% | Add |
| 39 | GOOG | Alphabet Inc-cl C | — | -0.10% | Trim |
| 40 | POCT | Innovator U.s. Equity Power | — | -7.94% | Trim |
| 41 | PJUL | Innovator U.s. Equity Power | 0% | -11.32% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +3.43% | Add |
| 43 | ULTA | Ulta Beauty Inc | 0% | -8.05% | Trim |
| 44 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 45 | GS | Goldman Sachs Group Inc | 0% | -9.91% | Trim |
| 46 | GLD | Spdr Gold Shares | 0% | -34.33% | Trim |
| 47 | CQQQ | Invesco China Technology ETF | 0% | +0.52% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +0.16% | Add |
| 49 | V | Visa Inc-class A Shares | -0.1% | -11.09% | Trim |
| 50 | ARHS | Arhaus Inc | -0.1% | -10.41% | Trim |
According to official SEC Form 13F filings, Jessup Wealth Management, Inc reported a total U.S. public equity portfolio value of $335.3M across 77 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, NVDA, AAPL) accounted for 31.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
GNRC
市值: $488.7K
Top Position Liquidated / Trimmed
EQH
前期市值: $6.8M
During Q1 2026, Jessup Wealth Management, Inc's top holdings by market value included AMZN (11.6%)、NVDA (8.7%)、AAPL (8.2%). The largest single position, AMZN, represented 11.6% of total portfolio value.
In Q1 2026, Jessup Wealth Management, Inc made 195 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 22 holdings, and fully liquidating 142 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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