Jupiter Wealth Management LLC ETF holdings
Glendale, CO
Reported $46.8M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$46.8M
ETFs held
29
Change from prior quarter
+0.9%
With price moves
ETFs as a share of its 13F
18.7%
of $250.0M
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $11.1M | 14,852 | +150 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $5.1M | 96,962 | −6,846 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $4.6M | 90,000 | No change |
| ITA | iShares U.S. Aerospace & Defense ETF | $3.0M | 12,249 | No change |
| XMMO | Invesco S&P MidCap Momentum ETF | $2.9M | 17,300 | No change |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $2.2M | 38,890 | +19,445 shares |
| IWF | iShares Russell 1000 Growth ETF | $1.9M | 14,940 | No change |
| VOO | Vanguard S&P 500 ETF | $1.5M | 2,241 | No change |
| SCHD | Schwab U.S. Dividend Equity ETF | $1.4M | 45,000 | No change |
| IWR | iShares Russell Mid-Cap ETF | $1.2M | 11,000 | No change |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001774207. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Jupiter Wealth Management LLC own?
Jupiter Wealth Management LLC reported 29 ETF positions worth $46.8M in its Form 13F for June 30, 2026. The largest was SPY, at $11.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.