Jupiter Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001774207
13F-HR · 56 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
64.6%
Jupiter Wealth Management LLC — $221M AUM allocation strategy
Jupiter Wealth Management LLC files SEC Form 13F and reports $221M of long US equity value across 56 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 26.5%, followed by Communication Services 19.4% and Financials 11.9%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Jupiter Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$221M
total across 56 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +20K sh · +$471K+$IWM +11.2K sh · +$291K+$XLE +6.85K sh · +$748K
Biggest trims (shares)
−$NKE −7.64K sh · −$936K−$CCI −6K sh · −$509K−$BAC −2K sh · −$198K
Exited to nil (held last quarter, gone now)
$COF ($310K last qtr)$PANW ($244K last qtr)$V ($162K last qtr)$CRWD ($103K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services19.4%—
- Semiconductors12.9%—
- Technology Hardware, Storage & Peripherals7.1%—
- Systems Software6.5%—
- Investment Banking & Brokerage6.5%—
- Broadline Retail4.5%—
- Aerospace & Defense3.6%—
- Transaction & Payment Processing Services2.2%—
- Other holdings37.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 95.2K | $38.3M | +1.72K | 17.4% |
| $NVDA | NVIDIA Corporation | 70.3K | $15.9M | +2.31K | 7.2% |
| $AAPL | Apple Inc | 52.6K | $15.7M | +2.83K | 7.1% |
| $MSFT | Microsoft Corporation | 35.3K | $14.3M | -1.96K | 6.5% |
| $AVGO | Broadcom Inc | 30.2K | $12.6M | +2.5K | 5.7% |
| $MS | Morgan Stanley | 57.3K | $11.1M | +1.57K | 5.0% |
| $AMZN | Amazon.com Inc | 36.3K | $9.8M | +4.2K | 4.4% |
| $HONA | Honeywell Aerospace Inc | 11 | $8M | +0 | 3.6% |
…and 48 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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