Sign In
test

Bryan Muench

Jessup Wealth Management, Inc

Assets Managed
$273.993M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-9.41%(2Q avg: 1.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jessup Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Jessup Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 273.993M in assets, with a quarterly growth rate of -9.41% and a 2-quarter average growth rate of 1.62%. The portfolio is managed by Bryan Muench, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 1.07%
11.64%
$31.881M
153,074 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.15%
8.66%
$23.713M
135,969 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.7%
8.22%
$22.513M
88,705 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.57%
5.57%
$15.253M
53,042 shares@ $287.56 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 1.4%
4.71%
$12.901M
134,783 shares@ $95.73 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 2.36%
4.09%
$11.186M
117,202 shares@ $95.44 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 262.27%
4.06%
$11.122M
30,046 shares@ $370.17 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 184.31%
4%
$10.935M
10,974 shares@ $996.43 avg price
TMUS
T-mobile Us Inc
Recent Activity
Increased 247.4%
3.93%
$10.749M
51,181 shares@ $210.03 avg price
TSLA
Tesla Inc
Recent Activity
Increased 2.27%
3.56%
$9.733M
26,182 shares@ $371.75 avg price

1-10 of 77