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: 0001774207
Total reported value
$250.0M
$250.0M
84 檔
31.7%
According to the latest 13F quarterly dataset, Jupiter Wealth Management LLC managed an equity portfolio of $250.0M at the end of Q4 2025, spanning 84 distinct U.S. exchange-listed positions.
Jupiter Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 11 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.86% | -1.67% | -4.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.66% | -0.39% | +15.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.80% | -0.09% | +4.61% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.66% | -0.61% | -0.93% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.34% | +0.13% | +4.41% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 4.17% | +0.53% | +4.92% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.09% | -0.47% | +15.41% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.67% | +0.14% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | -0.51% | +19.77% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.58% | +0.19% | +8.38% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.38% | +0.66% | +9.92% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.33% | -0.30% | +80.63% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.25% | +0.22% | +4.98% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.25% | +0.32% | +3.09% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.18% | +4.50% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.05% | +0.03% | +12.50% | |
| 17 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.92% | +0.20% | -0.26% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | +0.07% | +8.85% | |
| 19 | AMT | American Tower CORP | Stock-Real Estate | 1.66% | -0.10% | — | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.27% | +0.10% | — | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.21% | +0.08% | — | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.09% | +0.28% | +0.11% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.08% | +0.03% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.32% | +308.33% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.98% | +0.05% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.02% | +14.01% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.06% | — | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.89% | -0.01% | -8.82% | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.88% | +0.04% | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.15% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.30% | +12.86% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.76% | +0.37% | -29.24% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.01% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | +0.09% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.71% | — | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.07% | -1.69% | |
| 37 | BG | Bunge Global SA | Stock-Consumer Staples | 0.65% | -0.09% | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | +0.01% | +200.00% | |
| 39 | CCI | Crown Castle Inc | Stock-Real Estate | 0.63% | -0.05% | — | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.14% | +53.53% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | +0.06% | — | |
| 42 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | +26.00% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.49% | +0.03% | — | |
| 44 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.48% | +0.02% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.06% | — | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.02% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.07% | +34.06% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.44% | +0.02% | +20.41% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | +0.01% | — | |
| 50 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.38% | +0.05% | -40.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | -4.95% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.8% | +308.33% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +9.92% | Add |
| 4 | JNJ | Johnson & Johnson | +0.5% | +4.98% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +200.00% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +15.41% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +12.86% | Add |
| 8 | PFE | Pfizer Inc | +0.2% | +53.53% | Add |
| 9 | BG | Bunge Global SA | +0.2% | — | Unchanged |
| 10 | MS | Morgan Stanley | +0.2% | +4.92% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 12 | PH | Parker Hannifin CORP | +0.2% | +182.50% | Add |
| 13 | CCK | Crown Holdings Inc | +0.1% | -0.26% | Trim |
| 14 | JMST | JPM Ultra-short Muni Income | +0.1% | +12.50% | Add |
| 15 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 16 | COST | Costco Wholesale CORP | +0.1% | +34.06% | Add |
| 17 | WMT | Walmart Inc | +0.1% | -1.69% | Trim |
| 18 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 19 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +26.00% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 21 | AAPL | Apple Inc | +0.1% | +4.61% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.01% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 25 | AMZN | Amazon.com Inc | +0.1% | +19.77% | Add |
| 26 | XLE | Ss Energy Select Sector | +0.1% | +80.63% | Add |
| 27 | ITA | Ishares U.s. Aerospace & Def | +0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.85% | Add |
| 29 | C | Citigroup Inc | 0% | +0.11% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.41% | Add |
| 31 | ZS | Zscaler Inc | -0.1% | — | Unchanged |
| 32 | DIS | Walt Disney Co/the | -0.2% | -31.75% | Trim |
| 33 | ITB | Ishares U.s. Home Constructi | -0.3% | -40.00% | Trim |
| 34 | NKE | Nike Inc -cl B | -0.3% | -8.82% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.3% | +4.50% | Add |
| 36 | NFLX | Netflix Inc | -0.3% | +700.00% | Add |
| 37 | MSFT | Microsoft CORP | -1.2% | +15.56% | Add |
| 38 | PHM | Pultegroup Inc | — | EXIT | Sold out |
| 39 | KBH | Kb Home | — | EXIT | Sold out |
| 40 | LEN | Lennar Corp-a | — | EXIT | Sold out |
| 41 | ETH | Grayscale Ethereum Staking M | — | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 44 | CVS | Cvs Health CORP | — | EXIT | Sold out |
| 45 | BILL | Bill Holdings Inc | — | EXIT | Sold out |
| 46 | CROX | Crocs Inc | — | EXIT | Sold out |
| 47 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 48 | CVX | Chevron CORP | — | NEW | New buy |
| 49 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 50 | INSM | Insmed Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 84 disclosed positions in Q4 2025.
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 GOOGL, MSFT, AAPL) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMGN
市值: $549.3K
Top Position Liquidated / Trimmed
PHM
前期市值: $1.4M
During Q4 2025, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (12.9%)、MSFT (6.7%)、AAPL (5.8%). The largest single position, GOOGL, represented 12.9% of total portfolio value.
In Q4 2025, Jupiter Wealth Management LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 6 holdings, and fully liquidating 11 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.