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CIK: 0001774207
Total reported value
$250.0M
$250.0M
90 檔
38.7%
As reported in its official Q1 2026 Form 13F filing, Jupiter Wealth Management LLC's tracked investment portfolio stood at $250.0M with 90 total positions.
In Q1 2026, Jupiter Wealth Management LLC displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 15.15% | -1.67% | +1.84% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.28% | -0.61% | +3.40% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.21% | -0.09% | +5.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | -0.39% | -5.26% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.98% | -0.47% | +9.00% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 4.39% | +0.53% | +2.82% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.31% | +0.13% | +2.87% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | -0.51% | +13.09% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.16% | +0.14% | — | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.36% | -0.30% | +7.06% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.29% | +0.66% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.94% | +0.19% | -9.09% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.88% | +0.22% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.18% | -2.61% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.81% | +0.03% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | +0.07% | +1.21% | |
| 17 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.54% | +0.20% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | +0.32% | -0.60% | |
| 19 | AMT | American Tower CORP | Stock-Real Estate | 1.36% | -0.10% | — | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.15% | +0.03% | +2.98% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | +0.08% | — | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.10% | +0.03% | — | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.09% | +0.10% | — | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.08% | +0.28% | — | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.98% | +0.04% | — | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 0.90% | +0.37% | +19.42% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.82% | +0.05% | -0.15% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.06% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.01% | +300.00% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.32% | -19.44% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.30% | -5.34% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | +0.15% | -5.46% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | +0.09% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | -35.81% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.07% | — | |
| 36 | BG | Bunge Global SA | Stock-Consumer Staples | 0.60% | -0.09% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | +0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.06% | — | |
| 39 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.53% | — | — | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | — | — | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.14% | — | |
| 42 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | +0.03% | — | |
| 44 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.44% | +0.02% | — | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | +0.06% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.33% | +231.43% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.42% | -0.01% | -23.41% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | — | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.39% | -0.02% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.03% | +30.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.3% | +1.84% | Add |
| 2 | AMZN | Amazon.com Inc | +1% | +13.09% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | +9.00% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +3.40% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +5.70% | Add |
| 6 | CVX | Chevron CORP | +0.3% | +231.43% | Add |
| 7 | MS | Morgan Stanley | +0.2% | +2.82% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +150.00% | Add |
| 9 | ASML | ASML Holding N.V. | +0.1% | +19.42% | Add |
| 10 | PSX | Phillips 66 | +0.1% | +86.67% | Add |
| 11 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 12 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +2.98% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +30.00% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +13.04% | Add |
| 16 | LNG | Cheniere Energy Inc | 0% | +75.00% | Add |
| 17 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | 0% | +91.36% | Add |
| 18 | XLE | Ss Energy Select Sector | 0% | +7.06% | Add |
| 19 | MCD | Mcdonald's CORP | 0% | +50.00% | Add |
| 20 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 22 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 23 | EEM | Ishares Msci Emerging Market | — | -1.99% | Trim |
| 24 | BUG | Global X Cybersecurity ETF | — | — | Unchanged |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | — | — | Unchanged |
| 26 | C | Citigroup Inc | 0% | — | Unchanged |
| 27 | CRSP | CRISPR Therapeutics AG | 0% | — | Unchanged |
| 28 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | — | Unchanged |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 30 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | — | Unchanged |
| 31 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | -20.00% | Trim |
| 34 | TOST | Toast Inc-class A | 0% | — | Unchanged |
| 35 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 36 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 37 | NLY | Annaly Capital Management In | 0% | +3.06% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.87% | Add |
| 39 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 40 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 41 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 42 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 43 | QYLD | Global X Nasd 100 Cov Call | 0% | — | Unchanged |
| 44 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 45 | PH | Parker Hannifin CORP | -0.1% | — | Unchanged |
| 46 | BG | Bunge Global SA | -0.1% | — | Unchanged |
| 47 | SPYI | Neos S&p 500 High Income ETF | -0.1% | — | Unchanged |
| 48 | DVY | Ishares Select Dividend ETF | -0.1% | — | Unchanged |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | — | Unchanged |
| 50 | SCHD | Schwab US Dvd Equity ETF | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 90 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 GOOGL, NVDA, AAPL) accounted for 38.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
XNEAX
市值: $2.8M
Top Position Liquidated / Trimmed
COF
前期市值: $310.3K
During Q1 2026, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (15.2%)、NVDA (6.3%)、AAPL (6.2%). The largest single position, GOOGL, represented 15.2% of total portfolio value.
In Q1 2026, Jupiter Wealth Management LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 5 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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