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Portfolio (Quarterly) Guide ↗

Jupiter Wealth Management LLC

· CIK 0001774207
13F Portfolio $253M AUM 90 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 21 Added 12 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 COF Capital One FC Financial Services 1,500 $310K 0.14% SOLD
2 ZS Zscaler Inc Technology 1,750 $299K 0.13% SOLD
3 PANW Palo Alto Networks Technology 1,500 $244K 0.11% SOLD
4 V Visa Inc Com CL A Financial Services 500 $162K 0.07% SOLD
5 CRWD Crowdstrike HLDGS Technology 250 $103K 0.05% SOLD
Sector Allocation
Technology 33.1%
Communication Services 22.3%
Financial Services 21.1%
Consumer Cyclical 9.5%
Healthcare 5.3%
Energy 2.9%
Real Estate 2.1%
Consumer Defensive 2.1%
Industrials 1.7%