DOSSIER · 13F-HR · Q1 2026

Jessup Wealth Management, Inc

$274M in tracked AUM across 78 positions as of Q1 2026.

JW
CIK 0001963536 · last filed Mar 31, 2026
Total AUM
$274M
as of Q1 2026
Holdings
78
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Jessup Wealth Management, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$32M153K11.6%
02
NVDA
NVIDIA CORPORATION
$24M136K8.7%
03
AAPL
APPLE INC
$23M89K8.2%
04
GOOGL
ALPHABET INC
$15M53K5.6%
05
JNK
SPDR SERIES TRUST
$13M135K4.7%
06
IEF
ISHARES TR
$11M117K4.1%
07
MSFT
MICROSOFT CORP
$11M30K4.1%
08
COST
COSTCO WHOLESALE CORPORATION
$11M11K4.0%
09
TMUS
T-MOBILE US INC
$11M51K3.9%
10
TSLA
TESLA INC
$10M26K3.6%

Filing history

2026Q1Mar 31
$274M 9.4%
78 positionsView →
2025Q4Dec 31
$302M 12.6%
388 positionsView →
2025Q3Sep 30
$269M 7.8%
80 positionsView →
2025Q2Jun 30
$249M 4.7%
76 positionsLocked
2025Q1Mar 31
$238M 1.4%
73 positionsLocked
2024Q4Dec 31
$235M 7.6%
70 positionsLocked
2024Q3Sep 30
$218M 7.0%
57 positionsLocked
2024Q2Jun 30
$235M 0.4%
57 positionsLocked
2024Q1Mar 31
$234M 16.7%
59 positionsLocked
2023Q4Dec 31
$200M 15.3%
52 positionsLocked
2023Q3Sep 30
$174M 7.1%
55 positionsLocked
2023Q2Jun 30
$187M 10.7%
63 positionsLocked
Showing 12 of 14