Tyler Boon

Jupiter Wealth Management Llc

Assets Managed

$253.013M

Holdings

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

12.66%(2Q avg: 9.39%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jupiter Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Jupiter Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.013M in assets, with a quarterly growth rate of 12.66% and a 2-quarter average growth rate of 9.39%. The portfolio is managed by Tyler Boon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity Increased 1.85%	15.15%	$38.329M 95,198 shares@ $402.63 avg price	Increased 1.85%
NVDA Nvidia Corp Recent Activity Increased 3.4%	6.28%	$15.877M 70,305 shares@ $225.83 avg price	Increased 3.4%
AAPL Apple Inc Recent Activity Increased 5.7%	6.21%	$15.71M 52,564 shares@ $298.88 avg price	Increased 5.7%
MSFT Microsoft Corp Recent Activity Decreased -5.25%	5.66%	$14.297M 35,283 shares@ $405.21 avg price	Decreased -5.25%
AVGO Broadcom Inc Recent Activity Increased 9.01%	4.98%	$12.597M 30,224 shares@ $416.8 avg price	Increased 9.01%
MS Morgan Stanley Recent Activity Increased 2.82%	4.39%	$11.098M 57,257 shares@ $193.83 avg price	Increased 2.82%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 2.87%	4.32%	$10.913M 14,702 shares@ $742.29 avg price	Increased 2.87%
AMZN Amazon.com Inc Recent Activity Increased 13.1%	3.88%	$9.8M 36,278 shares@ $270.13 avg price	Increased 13.1%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	3.17%	$8.003M 11 shares@ $727500.1 avg price
XLE Energy Select Sector Spdr Recent Activity Increased 7.07%	2.37%	$5.982M 103,808 shares@ $57.63 avg price	Increased 7.07%

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