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Portfolio (Quarterly) Guide ↗

Jupiter Wealth Management LLC

· CIK 0001774207
13F Portfolio $250M AUM 93 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 17 Added 16 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL Alphabet Inc Communication Services 94,305.0 $33.7M 13.48% -893.0 -0.9% $357.37 -5.3%
2 AVGO Broadcom Inc Com Technology 29,849.0 $11.3M 4.51% -375.0 -1.2% $377.75 -5.3%
3 AMZN Amazon.Com Inc Consumer Cyclical 35,231.0 $8.4M 3.36% -1K -2.9% $238.34 +8.5%
4 XLE Energy Select Sector SPDR ETF IV 96,962.0 $5.1M 2.06% -7K -6.6% $53.11 +20.6%
5 META Facebook Inc-Class A Communication Services 7,295.0 $4.1M 1.64% -175.0 -2.3% $563.29 +9.5%
6 AMT American Tower Corp Real Estate 19,239.0 $3.1M 1.26% -599.0 -3.0% $163.57 +7.5%
7 SPYI Neos S And P 500 High Income ETF 21,749.0 $1.2M 0.46% -930.0 -4.1% $53.09 +1.5%
8 GLD SPDR Gold Trust Financial Services 2,645.0 $974K 0.39% -2K -36.2% $368.38 +10.4%
9 PFE Pfizer Healthcare 38,850.0 $936K 0.37% -11K -22.4% $24.08 +18.1%
10 DVY iShares Select Dividend ETF 5,900.0 $922K 0.37% -596.0 -9.2% $156.30 +5.1%
11 COST Costco Wholesale Consumer Defensive 879.0 $822K 0.33% -105.0 -10.7% $935.47 -2.1%
12 NFLX Netflix Com Inc Com Communication Services 9,200.0 $657K 0.26% -1K -11.5% $71.40 +9.6%
13 VXUS Vanguard Total Interntl Stock ETF IV 6,865.0 $587K 0.23% -3K -30.4% $85.49 +3.4%
14 DIS Walt Disney Communication Services 4,373.0 $421K 0.17% -2K -31.9% $96.25 +9.4%
15 CVX Chevron Corp. Energy 1,500.0 $249K 0.10% -4K -74.1% $165.76 +25.8%
16 LNG Cheniere Energy Inc Energy 600.0 $143K 0.06% -450.0 -42.9% $239.01 +22.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 22.9%
Communication Services 19.4%
Consumer Cyclical 9.7%
Healthcare 6.0%
Energy 2.4%
Real Estate 1.9%
Industrials 1.9%
Consumer Defensive 1.9%
Utilities 0.2%