Jupiter Wealth Management LLC Diversified Active

Location: Glendale, CO

CIK: 0001774207 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $225M (100.0% shares, 0.0% debt)

Holdings (84)

GOOGL Alphabet Inc 12.9%
Value $28.88M Shares 93,474 Est. Cost $111.25 Unrealized +156.7%
MSFT Microsoft 6.7%
Value $14.96M Shares 37,241 Est. Cost $240.42 Unrealized +108.2%
AAPL Apple Inc Com 5.8%
Value $13.02M Shares 49,730 Est. Cost $124.01 Unrealized +116.4%
NVDA Nvidia Corporation 5.7%
Value $12.71M Shares 67,996 Est. Cost $104.02 Unrealized +78.9%
SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) 4.3%
Value $9.737M Shares 14,292 Est. Cost $504.17 Unrealized
MS Morgan Stanley Com 4.2%
Value $9.359M Shares 55,688 Est. Cost $61.77 Unrealized +169.5%
AVGO Broadcom Inc Com 4.1%
Value $9.183M Shares 27,728 Est. Cost $178.69 Unrealized +99.8%
BRK/A Berkshire Hathaway 3.7%
Value $8.245M Shares 11 Est. Cost $729330.75 Unrealized +2.3%
AMZN Amazon.Com Inc 2.9%
Value $6.403M Shares 32,078 Est. Cost $155.33 Unrealized +47.3%
MA Mastercard Inc CL A 2.6%
Value $5.797M Shares 10,991 Est. Cost $267.61 Unrealized +108.9%
TSM Taiwan Semiconductor 2.4%
Value $5.344M Shares 14,517 Est. Cost $153.23 Unrealized
XLE Energy Select Sector SPDR ETF IV 2.3%
Value $5.234M Shares 96,962 Est. Cost $70.62 Unrealized
JNJ Johnson & Johnson 2.3%
Value $5.061M Shares 20,696 Est. Cost $125.60 Unrealized +56.9%
HD Home Depot 2.3%
Value $5.057M Shares 12,960 Est. Cost $180.52 Unrealized +102.0%
META Facebook Inc-Class A 2.2%
Value $4.984M Shares 7,670 Est. Cost $404.30 Unrealized +65.1%
JMST JPMorgan Ultra SHRT Muncipl Incm ETF 2.0%
Value $4.598M Shares 90,000 Est. Cost $50.54 Unrealized
CCK Crown HLDGS Inc Com 1.9%
Value $4.306M Shares 39,005 Est. Cost $57.55 Unrealized +69.1%
BRK/B Berkshire Hathaway 1.9%
Value $4.202M Shares 8,403 Est. Cost $337.75 Unrealized +47.3%
AMT American Tower Corp 1.7%
Value $3.733M Shares 19,838 Est. Cost $151.53 Unrealized +19.0%
ITA iShares US Aerospace Defense ETF 1.3%
Value $2.848M Shares 12,249 Est. Cost $123.83 Unrealized
GS Goldman Sachs Group 1.2%
Value $2.714M Shares 3,000 Est. Cost $178.97 Unrealized +354.5%
C Citigroup Inc 1.1%
Value $2.445M Shares 22,000 Est. Cost $53.62 Unrealized +93.3%
XMMO Invesco S & P Midcap Momentum ETF 1.1%
Value $2.435M Shares 16,800 Est. Cost $132.20 Unrealized
GLD SPDR Gold Trust 1.0%
Value $2.322M Shares 5,145 Est. Cost $422.06 Unrealized
NOBL ProShares Trust S&P (500 Divid Aristocrats Etf) 1.0%
Value $2.206M Shares 19,475 Est. Cost $87.35 Unrealized
VOO Vanguard S&P 500 ETF 1.0%
Value $2.187M Shares 3,491 Est. Cost $558.01 Unrealized
PEP Pepsico Inc 0.9%
Value $2.09M Shares 12,500 Est. Cost $124.26 Unrealized +17.4%
NKE Nike Inc Class B Com 0.9%
Value $1.995M Shares 32,646 Est. Cost $79.06 Unrealized -17.9%
MPC Marathon Petroleum 0.9%
Value $1.98M Shares 10,000 Est. Cost $52.29 Unrealized +256.5%
BAC BK Of America Corp 0.9%
Value $1.922M Shares 36,600 Est. Cost $35.21 Unrealized +49.6%
LLY Eli Lilly And Co 0.8%
Value $1.904M Shares 1,834 Est. Cost $410.88 Unrealized +132.6%
ASML Asml Holding NV 0.8%
Value $1.702M Shares 1,210 Est. Cost $812.74 Unrealized
IWF iShares Russell 1000 Growth ETF 0.7%
Value $1.677M Shares 3,735 Est. Cost $281.87 Unrealized
MRK Merck & Co Inc New 0.7%
Value $1.646M Shares 13,800 Est. Cost $63.46 Unrealized +46.9%
LMT Lockheed Martin Corp 0.7%
Value $1.594M Shares 2,500 Est. Cost $251.06 Unrealized +89.7%
WMT Wal-Mart 0.7%
Value $1.554M Shares 11,632 Est. Cost $70.88 Unrealized +51.3%
BG Bunge Global SA F 0.7%
Value $1.468M Shares 12,058 Est. Cost $101.97 Unrealized -9.9%
SCHD Schwab US Dividend Equity ETF 0.6%
Value $1.41M Shares 45,000 Est. Cost $29.99 Unrealized
CCI Crown Castle Intl 0.6%
Value $1.405M Shares 16,000 Est. Cost $92.49 Unrealized -1.5%
PFE Pfizer 0.6%
Value $1.375M Shares 50,050 Est. Cost $28.06 Unrealized -10.8%
WFC Wells Fargo Co New 0.6%
Value $1.294M Shares 15,000 Est. Cost $32.23 Unrealized +168.8%
SPYI Neos S And P 500 High Income ETF 0.5%
Value $1.183M Shares 22,679 Est. Cost $49.94 Unrealized
IWR iShares Russell Mid Cap ETF 0.5%
Value $1.106M Shares 11,000 Est. Cost $68.50 Unrealized
QYLD Global X Nasdaq 100 Covered Call ETF 0.5%
Value $1.086M Shares 62,034 Est. Cost $17.02 Unrealized
GOOG Alphabet Inc 0.5%
Value $1.083M Shares 3,500 Est. Cost $120.43 Unrealized +137.8%
DVY iShares Select Dividend ETF 0.5%
Value $1.016M Shares 6,496 Est. Cost $106.55 Unrealized
COST Costco Wholesale 0.4%
Value $983K Shares 984 Est. Cost $828.07 Unrealized +9.4%
RSG Republic Services 0.4%
Value $977K Shares 4,425 Est. Cost $189.39 Unrealized +13.3%
JEPI JPMorgan Equity Premium Income ETF 0.4%
Value $959K Shares 16,250 Est. Cost $54.65 Unrealized
ITB iShares TR US Home (cons Etf) 0.4%
Value $843K Shares 7,500 Est. Cost $110.41 Unrealized
VXUS Vanguard Total Interntl Stock ETF IV 0.4%
Value $810K Shares 9,865 Est. Cost $53.63 Unrealized
XOM ExxonMobil 0.3%
Value $750K Shares 5,000 Est. Cost $76.04 Unrealized +51.9%
NFLX Netflix Com Inc Com 0.3%
Value $698K Shares 9,200 Est. Cost $104.44 Unrealized +3.2%
MCD Mcdonald S Corp 0.3%
Value $664K Shares 2,000 Est. Cost $184.09 Unrealized +65.7%
DIS Walt Disney 0.3%
Value $657K Shares 6,418 Est. Cost $106.50 Unrealized +2.8%
CAT Caterpillar 0.3%
Value $613K Shares 808 Est. Cost $199.28 Unrealized +178.8%
MDT Medtronic PLC 0.3%
Value $605K Shares 6,000 Est. Cost $77.46 Unrealized +25.4%
IWO iShares Russell (2000 Growth Etf) 0.2%
Value $557K Shares 1,683 Est. Cost $212.55 Unrealized
PH Parker-Hannifin Corp 0.2%
Value $555K Shares 565 Est. Cost $750.69 Unrealized +8.9%
AMGN Amgen Inc 0.2%
Value $549K Shares 1,500 Est. Cost $315.95 Unrealized 0.0%
JPM JPMorgan Chase 0.2%
Value $546K Shares 1,804 Est. Cost $206.76 Unrealized +49.7%
CRSP Crispr Therapeutics 0.2%
Value $416K Shares 8,500 Est. Cost $37.26 Unrealized +60.7%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value $412K Shares 1,821 Est. Cost $159.06 Unrealized
NLY Annaly Capital MGMT REIT 0.2%
Value $406K Shares 17,696 Est. Cost $18.74 Unrealized
PSX Phillips 66 Com 0.2%
Value $352K Shares 2,250 Est. Cost $128.76 Unrealized +4.1%
LRCX Lam Research Corp 0.2%
Value $347K Shares 1,500 Est. Cost $74.98 Unrealized +107.2%
CVX Chevron Corp. 0.1%
Value $319K Shares 1,750 Est. Cost $151.40 Unrealized 0.0%
COF Capital One FC 0.1%
Value $310K Shares 1,500 Est. Cost $197.43 Unrealized +12.5%
GPIX Goldman Sachs S P 500 Cre PRM ETF IV 0.1%
Value $308K Shares 5,889 Est. Cost $49.45 Unrealized
QQQ Invsc QQQ Trust SRS 1 ETF IV 0.1%
Value $300K Shares 500 Est. Cost $580.34 Unrealized
ZS Zscaler Inc 0.1%
Value $299K Shares 1,750 Est. Cost $211.53 Unrealized +33.4%
PANW Palo Alto Networks 0.1%
Value $244K Shares 1,500 Est. Cost $190.28 Unrealized +6.0%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value $230K Shares 3,775 Est. Cost $53.40 Unrealized
V Visa Inc Com CL A 0.1%
Value $162K Shares 500 Est. Cost $340.38 Unrealized 0.0%
BUG Global X Cybersecurity ETF 0.1%
Value $136K Shares 5,000 Est. Cost $33.78 Unrealized
IBDX iShares iBonds Dec 2032 Term Corporate ETF 0.1%
Value $131K Shares 5,100 Est. Cost $25.43 Unrealized
TOST Toast Inc Class Class A 0.1%
Value $131K Shares 5,000 Est. Cost $36.05 Unrealized 0.0%
LNG Cheniere Energy Inc 0.1%
Value $131K Shares 600 Est. Cost $159.21 Unrealized +31.9%
PLTR Palantir Technologies In Class A 0.1%
Value $129K Shares 1,000 Est. Cost $181.03 Unrealized 0.0%
VNQ Vanguard Real Estate ETF 0.1%
Value $128K Shares 1,374 Est. Cost $75.59 Unrealized
UNP Union Pacific Corp 0.1%
Value $125K Shares 479 Est. Cost $206.15 Unrealized +10.3%
IBDY iShares iBonds Dec 2033 Term Corporate ETF 0.1%
Value $121K Shares 4,600 Est. Cost $26.00 Unrealized
SNPE DBX ETF TR Xtrackers (S&P) 0.0%
Value $109K Shares 1,737 Est. Cost $48.00 Unrealized
CRWD Crowdstrike HLDGS 0.0%
Value $103K Shares 250 Est. Cost $433.57 Unrealized +17.4%