Jupiter Wealth Management LLC
•CIK: 1774207•Filing: Q4 2025
**Jupiter Wealth Management LLC** manages $225M across a diversified portfolio of 84 positions. The fund exhibits a significant concentration in mega-cap technology, with top holdings including GOOGL at $28.9M and MSFT at $15.0M. Further allocations are notable in AAPL ($13.0M), NVDA ($12.7M), and SPY ($9.7M), indicating a core focus on established growth leaders. This structure suggests a disciplined, large-cap technology tilt within its investment mandate.
Total AUM
$224.6M
QoQ Performance
+6.1%
Positions
82
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
AAPL
NVDA
GOOGL12.9%
MSFT6.7%
AAPL5.8%
NVDA5.7%
SPY4.3%
DWD4.2%
AVGO4.1%
BRK/A3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.9%
Other27.7%
Financial11.2%
Consumer7.4%
ETF5.3%
Healthcare5.0%
Real Estate1.7%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023