Jessup Wealth Management, Inc
•CIK: 1963536•Filing: Q4 2025
**Jessup Wealth Management, Inc.** manages $302M across a diversified portfolio of 385 positions. The strategy exhibits significant conviction in mega-cap technology names, evidenced by top holdings including AMZN at $35.0M and AAPL at $25.8M. Notable allocations also include substantial positions in NVDA ($23.4M), GOOGL ($16.7M), and a mix of fixed income (IEF, $11.0M) and emerging market exposure (BABA, $11.0M). This concentration suggests a growth-oriented mandate with tactical tilts across sectors.
Total AUM
$302.5M
QoQ Performance
+12.7%
Positions
384
Top 10 Concentration
55.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
AAPL
NVDA
GOOGL
AMZN11.6%
AAPL8.5%
NVDA7.8%
GOOGL5.5%
JNK4.3%
TSLA3.8%
IEF3.6%
BABA3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.4%
Technology26.7%
Consumer17.0%
Healthcare6.2%
Financial3.8%
Communication1.1%
ETF0.9%
Materials0.8%
Changes from Q3 2025
NEW122 new positions
↑36 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023