Q2 2026 13F · SEC CIK 1963536

Jessup Wealth Management, Inc

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $335.3M
Reported positions: 81
Top holdings a year, 3 yrs: +22.3%
Assets under management: $360.2M

Jessup Wealth Management, Inc is a wealth manager that reported 81 positions worth $335.3M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Amazon Com Inc Com (AMZN, 10.1%), Nvidia Corporation Com (NVDA, 7.8%), Apple Inc (AAPL, 7.7%). A portfolio copying its top holdings returned 22.3% a year over the last 3 years, against 20.4% for the S&P 500.

Jessup Wealth Management, Inc holdings largest 50 of 81 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jessup Wealth Management, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	10.1%	11.6%	142,342	-7.0%	$33.9M
NVDANvidia Corporation Com	7.8%	8.7%	131,447	-3.3%	$26.3M
AAPLApple Inc	7.7%	8.2%	88,825	+0.1%	$25.7M
AMDAdvanced Micro Devices Inc	6.1%	3.5%	35,255	-25.4%	$20.5M
GOOGLAlphabet Inc	4.8%	5.6%	45,182	-14.8%	$16.1M
UNHUnitedhealth Group Inc Com	4.2%	2.7%	33,489	+20.5%	$13.9M
MUMicron Technology Inc	4.0%	2.0%	11,687	-28.5%	$13.5M
MSFTMicrosoft Corp	4.0%	4.1%	36,083	+20.1%	$13.5M
JNKState Street Spdr Bloomberg High Yield B	4.0%	4.7%	137,830	+2.3%	$13.3M
IEFiShs 7-10 ys Tsy	3.3%	4.1%	118,652	+1.2%	$11.2M
VXFVanguard Index Fds	3.2%	3.2%	43,511	+3.6%	$10.7M
TSLATesla Inc Com	3.2%	3.6%	25,163	-3.9%	$10.6M
COSTCostco Whsl Corp New	3.0%	4.0%	10,786	-1.7%	$10.1M
BABAAlibaba Group Hldg Ltd	2.7%	2.9%	93,450	+48.2%	$9.0M
TMUST-Mobile US Inc	2.6%	3.9%	51,657	+0.9%	$8.7M
IGVIshares Tr	2.5%	—	91,105	—	$8.3M
CQQQInvesco Exch Traded Fd Tr II	2.5%	2.3%	144,529	+7.1%	$8.2M
CSXCsx Corp Com	2.0%	2.1%	143,021	+3.1%	$6.8M
NVONovo-Nordisk A S	2.0%	—	136,973	—	$6.6M
XLKState Street Technology Select Sector Sp	1.8%	2.0%	31,423	-22.5%	$6.0M
JPMJpmorgan Chase & Co	1.7%	1.9%	17,060	-2.3%	$5.6M
PGProcter & Gamble Co Com	1.4%	1.6%	31,799	+4.6%	$4.7M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	0.6%	4,716	+5.6%	$3.6M
IWMIshares	0.9%	0.9%	10,071	+1.4%	$3.0M
CINFCincinnati Financial Corporation	0.6%	0.7%	11,507	+0.0%	$2.1M
NUENucor Corp	0.6%	0.7%	9,451	-14.6%	$2.1M
SNDKSandisk Corp	0.6%	0.2%	916	-0.1%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.5%	3,980	+33.6%	$2.0M
JNJJohnson & Johnson	0.6%	0.7%	7,619	+0.4%	$1.9M
GSGoldman Sachs Group Inc	0.6%	0.6%	1,894	-1.7%	$1.9M
PJANInnovator Etfs Trust	0.5%	0.6%	35,869	-1.0%	$1.8M
AMATApplied Matls Inc	0.5%	0.3%	2,160	-13.1%	$1.6M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	2,081	-2.0%	$1.6M
XBISpdr Series Trust	0.5%	0.4%	9,672	+12.2%	$1.5M
CPSUCalamos ETF Tr	0.5%	—	54,677	—	$1.5M
VOOVanguard S&p 500 ETF	0.4%	0.5%	2,119	+1.0%	$1.5M
VVisa Inc Com Cl A	0.4%	0.4%	4,041	+0.4%	$1.4M
ZJUNInnovator Etfs Trust	0.3%	—	39,746	—	$1.1M
MRKMerck & Co. Inc	0.3%	2.8%	8,375	-86.7%	$1.1M
LLYLilly Eli & Co	0.3%	0.3%	864	-2.9%	$1.0M
PMARInnovator Etfs Trust	0.3%	0.4%	20,187	-9.3%	$964K
BOXXEa Series Trust	0.3%	0.3%	7,675	+0.0%	$899K
PNOVInnovator Etfs Trust	0.3%	0.3%	19,693	+0.0%	$873K
BSJVInvesco Exch Trd Slf Idx Fd	0.2%	0.3%	31,342	-1.8%	$823K
SHWSherwin Williams Co Com	0.2%	0.3%	2,214	-2.7%	$762K
PYLDPimco Multisector Bond Active Exchange-T	0.2%	0.3%	27,585	-1.7%	$732K
CATCaterpillar Inc Com	0.2%	—	682	—	$726K
GNRCGenerac Hldgs Inc	0.2%	—	2,472	—	$724K
MARMarriott Intl Inc New Cl A	0.2%	0.2%	1,929	-2.2%	$715K
UPSUnited Parcel Svcs Inc Cl B	0.2%	0.2%	6,576	+1.5%	$707K

What Jessup Wealth Management, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.4% /yr; S&P 500 +20.1%
3 years: +22.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$335.3M	81
Q1 2026	$273.9M	77
Q4 2025	$302.5M	385
Q3 2025	$268.5M	80
Q2 2025	$249.2M	76
Q1 2025	$237.9M	73
Q4 2024	$234.5M	70
Q3 2024	$218.0M	57
Q2 2024	$234.5M	57
Q1 2024	$233.5M	59
Q4 2023	$200.2M	52
Q3 2023	$173.6M	55

Questions about Jessup Wealth Management, Inc's portfolio

What stocks does Jessup Wealth Management, Inc own?

Jessup Wealth Management, Inc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 81 positions worth $335.3M. The largest are Amazon Com Inc Com (AMZN) at 10.1%, Nvidia Corporation Com (NVDA) at 7.8%, Apple Inc (AAPL) at 7.7%, Advanced Micro Devices Inc (AMD) at 6.1% and Alphabet Inc (GOOGL) at 4.8%.

What did Jessup Wealth Management, Inc buy last quarter?

In Q2 2026, Jessup Wealth Management, Inc added Alibaba Group Hldg Ltd (BABA) (+48.2% shares), Berkshire Hathaway Inc Del (BRK-B) (+33.6% shares) and Unitedhealth Group Inc Com (UNH) (+20.5% shares), compared with its Q1 2026 filing.

What did Jessup Wealth Management, Inc sell last quarter?

In Q2 2026, Jessup Wealth Management, Inc cut from its top 50 Kkr & Co Inc Cl A (KKR), cut from its top 50 Innovator Etfs Trust (PJUL), cut from its top 50 Boeing Co (BA), cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Ishares Tr (SHV), Merck & Co. Inc (MRK) (-86.7% shares), Micron Technology Inc (MU) (-28.5% shares) and Advanced Micro Devices Inc (AMD) (-25.4% shares), compared with its Q1 2026 filing.

How has Jessup Wealth Management, Inc's portfolio performed?

A portfolio copying Jessup Wealth Management, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.4% against +20.1%.

When is Jessup Wealth Management, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jessup Wealth Management, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Jessup Wealth Management, Inc manage?

Jessup Wealth Management, Inc reported $360.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $335.3M.