Holders — by stockHoldings — by fund
Jessup Wealth Management, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001963536
$335.3M
disclosed book value
81
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 142,342 | $33.9M | 10.1% |
| 2 | NVDANVIDIA CORPORATION | 131,447 | $26.3M | 7.8% |
| 3 | AAPLAPPLE INC | 88,825 | $25.7M | 7.7% |
| 4 | AMDADVANCED MICRO DEVICES INC | 35,255 | $20.5M | 6.1% |
| 5 | GOOGLALPHABET INC | 45,182 | $16.1M | 4.8% |
| 6 | UNHUNITEDHEALTH GROUP INC | 33,489 | $13.9M | 4.2% |
| 7 | MUMICRON TECHNOLOGY INC | 11,687 | $13.5M | 4% |
| 8 | MSFTMICROSOFT CORP | 36,083 | $13.5M | 4% |
| 9 | JNKSPDR SERIES TRUST | 137,830 | $13.3M | 4% |
| 10 | IEFISHARES TR | 118,652 | $11.2M | 3.3% |
| 11 | VXFVANGUARD INDEX FDS | 43,511 | $10.7M | 3.2% |
| 12 | TSLATESLA INC | 25,163 | $10.6M | 3.2% |
| 13 | COSTCOSTCO WHOLESALE CORPORATION | 10,786 | $10.1M | 3% |
| 14 | BABAALIBABA GROUP HLDG LTD | 93,450 | $9.0M | 2.7% |
| 15 | TMUST-MOBILE US INC | 51,657 | $8.7M | 2.6% |
| 16 | IGVISHARES TR | 91,105 | $8.3M | 2.5% |
| 17 | CQQQINVESCO EXCH TRADED FD TR II | 144,529 | $8.2M | 2.5% |
| 18 | CSXCSX CORP | 143,021 | $6.8M | 2% |
| 19 | NVONOVO-NORDISK A S | 136,973 | $6.6M | 2% |
| 20 | XLKSELECT SECTOR SPDR TR | 31,423 | $6.0M | 1.8% |
| 21 | JPMJPMORGAN CHASE & CO | 17,060 | $5.6M | 1.7% |
| 22 | PGPROCTER & GAMBLE CO | 31,799 | $4.7M | 1.4% |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 4,716 | $3.6M | 1.1% |
| 24 | IWMISHARES TR | 10,071 | $3.0M | 0.9% |
| 25 | CINFCINCINNATI FINL CORP | 11,507 | $2.1M | 0.6% |
| 26 | NUENUCOR CORP | 9,451 | $2.1M | 0.6% |
| 27 | SNDKSANDISK CORP | 916 | $2.1M | 0.6% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,980 | $2.0M | 0.6% |
| 29 | JNJJOHNSON & JOHNSON | 7,619 | $1.9M | 0.6% |
| 30 | GSGOLDMAN SACHS GROUP INC | 1,894 | $1.9M | 0.6% |
| 31 | PJANINNOVATOR ETFS TRUST | 35,869 | $1.8M | 0.5% |
| 32 | AMATAPPLIED MATLS INC | 2,160 | $1.6M | 0.5% |
| 33 | SPYSTATE STR SPDR S&P 500 ETF T | 2,081 | $1.6M | 0.5% |
| 34 | XBISPDR SERIES TRUST | 9,672 | $1.5M | 0.5% |
| 35 | CPSUCALAMOS ETF TR | 54,677 | $1.5M | 0.5% |
| 36 | VOOVANGUARD INDEX FDS | 2,119 | $1.5M | 0.4% |
| 37 | VVISA INC | 4,041 | $1.4M | 0.4% |
| 38 | ZJUNINNOVATOR ETFS TRUST | 39,746 | $1.1M | 0.3% |
| 39 | MRKMERCK & CO INC | 8,375 | $1.1M | 0.3% |
| 40 | LLYELI LILLY & CO | 864 | $1.0M | 0.3% |
| 41 | PMARINNOVATOR ETFS TRUST | 20,187 | $964,329 | 0.3% |
| 42 | BOXXEA SERIES TRUST | 7,675 | $898,666 | 0.3% |
| 43 | PNOVINNOVATOR ETFS TRUST | 19,693 | $873,385 | 0.3% |
| 44 | BSJVINVESCO EXCH TRD SLF IDX FD | 31,342 | $822,717 | 0.2% |
| 45 | SHWSHERWIN WILLIAMS CO | 2,214 | $762,237 | 0.2% |
| 46 | PYLDPIMCO ETF TR | 27,585 | $731,547 | 0.2% |
| 47 | CATCATERPILLAR INC | 682 | $726,126 | 0.2% |
| 48 | GNRCGENERAC HLDGS INC | 2,472 | $723,826 | 0.2% |
| 49 | MARMARRIOTT INTL INC NEW | 1,929 | $714,868 | 0.2% |
| 50 | UPSUNITED PARCEL SVCS INC | 6,576 | $706,922 | 0.2% |
| 51 | PJULINNOVATOR ETFS TRUST | 13,754 | $671,333 | 0.2% |
| 52 | BABOEING CO | 3,007 | $650,925 | 0.2% |
| 53 | RSPINVESCO EXCHANGE TRADED FD T | 3,042 | $647,246 | 0.2% |
| 54 | SHVISHARES TR | 5,018 | $553,783 | 0.2% |
| 55 | NTNXNUTANIX INC | 10,679 | $544,202 | 0.2% |
| 56 | ARKFARK ETF TR | 13,698 | $540,504 | 0.2% |
| 57 | KKRKKR & CO INC | 5,449 | $500,087 | 0.1% |
| 58 | PAUGINNOVATOR ETFS TRUST | 10,530 | $480,589 | 0.1% |
| 59 | PSEPINNOVATOR ETFS TRUST | 10,131 | $466,533 | 0.1% |
| 60 | ARHSARHAUS INC | 55,363 | $466,156 | 0.1% |
| 61 | DFAXDIMENSIONAL ETF TRUST | 12,324 | $454,016 | 0.1% |
| 62 | SGOVISHARES TR | 3,916 | $394,268 | 0.1% |
| 63 | SNASNAP ON INC | 973 | $391,535 | 0.1% |
| 64 | XOMEXXON MOBIL CORP | 2,556 | $349,510 | 0.1% |
| 65 | GOOGALPHABET INC | 971 | $342,935 | 0.1% |
| 66 | CPSMCALAMOS ETF TR | 11,499 | $336,438 | 0.1% |
| 67 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 681 | $325,225 | 0.1% |
| 68 | PLTRPALANTIR TECHNOLOGIES INC | 2,650 | $309,176 | 0.1% |
| 69 | AXPAMERICAN EXPRESS CO | 868 | $293,614 | 0.1% |
| 70 | PJUNINNOVATOR ETFS TRUST | 6,504 | $281,168 | 0.1% |
| 71 | POCTINNOVATOR ETFS TRUST | 5,801 | $269,224 | 0.1% |
| 72 | DUKDUKE ENERGY CORP NEW | 2,033 | $257,337 | 0.1% |
| 73 | KOCOCA COLA CO | 3,156 | $256,476 | 0.1% |
| 74 | MCDMCDONALDS CORP | 923 | $249,496 | 0.1% |
| 75 | GLDSPDR GOLD TR | 662 | $243,868 | 0.1% |
| 76 | CAOSEA SERIES TRUST | 2,661 | $240,448 | 0.1% |
| 77 | WMTWALMART INC | 1,897 | $214,850 | 0.1% |
| 78 | JDJD.COM INC | 8,429 | $214,771 | 0.1% |
| 79 | GEGE AEROSPACE | 566 | $211,569 | 0.1% |
| 80 | SUBISHARES TR | 1,884 | $200,589 | 0.1% |
| 81 | FFORD MTR CO | 11,711 | $162,790 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.