Jessup Wealth Management, Inc
Q4 2025 13F Holdings
- Locationdayton, OH
- Num holdings
388
- Value ($000)
$302,465
- Date Filed02/11/2026
- Form type13F-HR
- CIK0001963536
- 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 |
|---|---|---|---|---|---|---|---|
Amazon.com Inc | COMMON STOCK | 023135106 | $34.96M | 12 % | 151,468 | ||
Apple Inc | COMMON STOCK | 037833100 | $25.85M | 9 % | 95,076 | ||
Nvidia Corp | COMMON STOCK | 67066G104 | $23.45M | 8 % | 125,725 | ||
Alphabet Inc | COMMON STOCK | 02079K305 | $16.7M | 6 % | 53,351 | ||
SPDR Bloomberg Barclays High yield Bond ETF | ETF | 78468R622 | $12.92M | 4 % | 132,933 | ||
Tesla Inc | COMMON STOCK | 88160R101 | $11.51M | 4 % | 25,601 | ||
iShares 7-10 Year Treasury Bond ETF | ETF | 464287440 | $11.01M | 4 % | 114,509 | ||
Alibaba Group Holding Limited | COMMON STOCK | 01609W102 | $11.01M | 4 % | 75,107 | ||
Kkr & Co Inc | COMMON STOCK | 48251W104 | $10.11M | 3 % | 79,302 | ||
Advanced Micro Devices Inc | COMMON STOCK | 007903107 | $9.29M | 3 % | 43,389 |
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