DOSSIER · 13F-HR · Q2 2026

Jessup Wealth Management, Inc

$335M in tracked AUM across 81 positions as of Q2 2026.

JW
CIK 0001963536 · last filed Jun 30, 2026
Total AUM
$335M
as of Q2 2026
Holdings
81
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Jessup Wealth Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$34M142K10.1%
02
NVDA
NVIDIA CORPORATION
$26M131K7.8%
03
AAPL
APPLE INC
$26M89K7.7%
04
AMD
ADVANCED MICRO DEVICES INC
$20M35K6.1%
05
GOOGL
ALPHABET INC
$16M45K4.8%
06
UNH
UNITEDHEALTH GROUP INC
$14M33K4.2%
07
MU
MICRON TECHNOLOGY INC
$13M12K4.0%
08
MSFT
MICROSOFT CORP
$13M36K4.0%
09
JNK
SPDR SERIES TRUST
$13M138K4.0%
10
IEF
ISHARES TR
$11M119K3.3%

Filing history

2026Q2Jun 30
$335M▲ 22.4%
81 positionsView →
2026Q1Mar 31
$274M▼ 9.4%
78 positionsView →
2025Q4Dec 31
$302M▲ 12.6%
388 positionsView →
2025Q3Sep 30
$269M▲ 7.8%
80 positionsLocked
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
Showing 12 of 15