Jupiter Wealth Management LLC
Annual return '25
+21.2%
SPY '25
+17.7%
Alpha
+3.5ptsvs SPY
Invested
$253M
Holdings
90
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
Alphabet Inc
Q1 2026: Increased +52.9% (937.0k → 1.43M shares)
15.1%
02
$NVDA
Nvidia Corporation
Q1 2026: Increased +10.6% (4.35M → 4.82M shares)
6.3%
03
$AAPL
Apple Inc Com
Q1 2026: Increased +14.0% (2.52M → 2.88M shares)
6.2%
04
$MSFT
Microsoft
Q1 2026: Increased +8.4% (1.30M → 1.41M shares)
5.7%
05
$AVGO
Broadcom Inc Com
Q1 2026: Increased +21.6% (744.5k → 905.6k shares)
5.0%
06
$DWD
Morgan Stanley Com
Q1 2026: Sold 51.1% (284.0k → 139.0k shares)
4.4%
07
$SPY
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
Q1 2026: Exited (was 831 shares)
4.3%
08
$AMZN
Amazon.Com Inc
Q1 2026: Increased +16.8% (2.31M → 2.70M shares)
3.9%
09
$BRK/A
Berkshire Hathaway
Held since at least Q1 2024
3.2%
10
$XLE
Energy Select Sector SPDR ETF IV
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:47 UTC.