Jupiter Wealth Management LLC
Q4 2025 13F Holdings
- Locationglendale, CO
- Num holdings
84
- Value ($000)
$224,581
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001774207
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Alphabet Inc | CAP STK CL A | 02079K305 | $28.88M | 13 % | 93,474 | ||
Microsoft | COM | 594918104 | $14.96M | 7 % | 37,241 | ||
Apple Inc Com | COM | 037833100 | $13.02M | 6 % | 49,730 | ||
Nvidia Corporation | COM | 67066G104 | $12.71M | 6 % | 67,996 | ||
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | - | 78462F103 | $9.74M | 4 % | 14,292 | ||
Morgan Stanley Com | COM | 617446448 | $9.36M | 4 % | 55,688 | ||
Broadcom Inc Com | COM | 11135F101 | $9.18M | 4 % | 27,728 | ||
Berkshire Hathaway | CL A | 084670108 | $8.24M | 4 % | 11 | ||
Amazon.Com Inc | COM | 023135106 | $6.4M | 3 % | 32,078 | ||
Mastercard Inc CL A | CL A | 57636Q104 | $5.8M | 3 % | 10,991 |
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