Jessup Wealth Management, Inc

CIK 0001963536 · DAYTON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Jessup Wealth Management, Inc reported 81 positions worth $335.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AMZN (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$335.3M
2026 Q2
Positions
81
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.1%
Est. Net Flow (Q)
2026 Q2
10 / 81 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON COM INCSH$33.9M10.12%142,342
2NVDANVIDIA CORPORATIONSH$26.3M7.84%131,447
3AAPLAPPLE INCSH$25.7M7.67%88,825
4AMDADVANCED MICRO DEVICES INCSH$20.5M6.11%35,255
5GOOGLALPHABET INCSH$16.1M4.82%45,182
6UNHUNITEDHEALTH GROUP INCSH$13.9M4.15%33,489
7MUMICRON TECHNOLOGY INCSH$13.5M4.02%11,687
8MSFTMICROSOFT CORPSH$13.5M4.01%36,083
9JNKSPDR SERIES TRUSTSH$13.3M3.96%137,830
10IEFISHARES TRSH$11.2M3.35%118,652

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Jessup Wealth Management, Inc hold as of Q2 2026?

Jessup Wealth Management, Inc reported 81 positions worth $335.3M in its Q2 2026 13F filing. Largest positions: AMZN (10.1%), NVDA (7.8%), AAPL (7.7%), AMD (6.1%) and GOOGL (4.8%).

What did Jessup Wealth Management, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Jessup Wealth Management, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.