13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001963536
Total reported value
$475.5M
$475.5M
81 檔
25.8%
As reported in its official Q2 2026 Form 13F filing, Jessup Wealth Management, Inc's tracked investment portfolio stood at $475.5M with 81 total positions.
Jessup Wealth Management, Inc executed strategic sector rebalancing during Q2 2026, establishing 8 new positions while fully exiting 4 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.12% | -2.62% | -7.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.85% | -1.25% | -3.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.67% | +26.85% | +0.14% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 6.11% | -1.97% | -25.36% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.82% | -1.54% | -14.82% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.15% | -1.52% | +19.20% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 4.02% | -1.64% | -28.47% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.05% | +20.09% | |
| 9 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.96% | -1.23% | +2.26% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.35% | -3.27% | +1.24% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.20% | -1.07% | +3.59% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.16% | -1.82% | -3.89% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.01% | -2.28% | -1.71% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.68% | -0.53% | +48.18% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.58% | -0.97% | +0.93% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.46% | -0.42% | +1803.57% | |
| 17 | CQQQ | Invesco China Technology ETF | ETF-Tech | 2.46% | -1.12% | +7.11% | |
| 18 | CSX | Csx CORP | Stock-Industrials | 2.03% | -0.59% | +3.08% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.96% | -1.96% | EXIT | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | -0.49% | -22.46% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.50% | -2.35% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.40% | +4.62% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.07% | -0.06% | +5.60% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.34% | +1.44% | |
| 25 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.64% | -0.27% | — | |
| 26 | NUE | Nucor CORP | Stock-Materials | 0.63% | -0.15% | -14.64% | |
| 27 | SNDK | Sandisk CORP | Stock-Tech | 0.62% | -0.31% | -0.11% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.54% | +33.56% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.15% | +0.40% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | -0.25% | -1.71% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.16% | -1.02% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | -0.24% | -13.15% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.13% | -1.98% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.46% | -0.19% | +12.24% | |
| 35 | CPSU | Calamos Sp500 SA Pro ETF Jun | ETF-Other | 0.45% | -0.13% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.12% | +0.95% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.11% | +0.37% | |
| 38 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-Other | 0.32% | -0.09% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.15% | -86.69% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.10% | -2.92% | |
| 41 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.09% | -9.26% | |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.27% | -0.08% | — | |
| 43 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.26% | -0.07% | — | |
| 44 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.25% | -0.09% | -1.83% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.23% | -0.10% | -2.68% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.22% | -0.07% | -1.72% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | -0.11% | -0.58% | |
| 48 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.22% | -0.22% | EXIT | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | -0.07% | -2.18% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.21% | -0.05% | +1.50% |
According to official SEC Form 13F filings, Jessup Wealth Management, Inc reported a total U.S. public equity portfolio value of $475.5M across 81 disclosed positions in Q2 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 25.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
NVO
市值: $6.6M
Top Position Liquidated / Trimmed
PANW
前期市值: $383.5K
During Q2 2026, Jessup Wealth Management, Inc's top holdings by market value included AMZN (10.1%)、NVDA (7.8%)、AAPL (7.7%). The largest single position, AMZN, represented 10.1% of total portfolio value.
In Q2 2026, Jessup Wealth Management, Inc made 72 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 35 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.