Q3 2026 13F · SEC CIK 2006637

Jamison Private Wealth Management, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $987.5M
Reported positions: 228
Top holdings a year, 3 yrs: +17.3%
Assets under management: $1.1B

Jamison Private Wealth Management, Inc. is a wealth manager that reported 228 positions worth $987.5M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 4.8%), Nvidia Corporation (NVDA, 4.3%), Microsoft Corp (MSFT, 3.5%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 18.8% for the S&P 500.

Jamison Private Wealth Management, Inc. holdings largest 50 of 228 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Jamison Private Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	4.8%	4.3%	142,248	+0.1%	$47.4M
NVDANvidia Corporation	4.3%	3.9%	184,721	-1.2%	$42.2M
MSFTMicrosoft Corp	3.5%	2.6%	68,288	+0.9%	$35.0M
AMATApplied Matls Inc	3.2%	4.6%	60,903	-0.4%	$31.1M
AMDAdvanced Micro Devices Inc	2.9%	2.8%	46,770	-0.4%	$28.6M
CATCaterpillar Inc	2.7%	3.6%	32,797	+0.1%	$26.6M
JNJJohnson & Johnson	2.4%	2.3%	89,551	+0.8%	$23.7M
LLYEli Lilly & Co	2.3%	2.5%	19,984	-0.1%	$23.1M
UPSUnited Parcel Svcs Inc	1.9%	—	204,960	—	$19.2M
JPMJpmorgan Chase & Co	1.9%	1.9%	57,630	+0.9%	$19.1M
VMCVulcan Matls Co	1.9%	2.4%	77,332	+0.2%	$18.9M
GOOGAlphabet Inc	1.8%	1.9%	52,451	+0.7%	$17.9M
AVGOBroadcom Inc	1.8%	1.9%	50,126	+0.8%	$17.6M
AMZNAmazon Com Inc	1.7%	1.7%	69,232	+1.9%	$17.2M
ABBVAbbvie Inc	1.6%	1.6%	61,433	+1.0%	$16.1M
PANWPalo Alto Networks Inc	1.5%	1.3%	37,577	+0.2%	$14.9M
BACBank of Amer Corp	1.5%	1.6%	271,025	+0.4%	$14.8M
WMWaste Mgmt Inc Del	1.4%	1.6%	67,816	+0.8%	$13.8M
CVXChevron Corporation	1.4%	1.1%	65,571	+2.5%	$13.4M
SCHWCharles Schwab Corp (the)	1.3%	1.3%	133,192	+1.0%	$13.0M
VVisa Inc	1.3%	1.3%	35,936	+1.7%	$12.9M
GLWCorning Inc	1.3%	2.1%	82,163	+1.4%	$12.6M
AMGNAmgen Inc	1.3%	1.1%	29,742	+3.6%	$12.5M
GSGoldman Sachs Group Inc	1.3%	1.4%	13,813	+1.4%	$12.4M
INTCIntel Corp	1.3%	1.5%	103,432	+0.0%	$12.4M
KOCoca Cola Co	1.2%	1.2%	142,387	+2.2%	$12.3M
BXBlackstone Inc	1.2%	1.2%	103,400	+1.2%	$11.6M
METAMeta Platforms Inc	1.2%	0.9%	15,965	+2.4%	$11.6M
QCOMQualcomm Inc	1.2%	1.2%	62,614	+0.1%	$11.5M
SOSouthern Co	1.1%	1.3%	136,394	+1.6%	$11.3M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	22,643	+0.5%	$11.3M
HDHome Depot Inc	1.1%	1.4%	38,491	+1.8%	$11.0M
SCCOSouthern Copper Corp	1.1%	0.9%	52,895	+3.0%	$10.7M
LMTLockheed Martin Corp	1.0%	1.0%	19,704	+2.0%	$10.0M
COSTCostco Wholesale Corporation	1.0%	1.0%	10,896	+1.7%	$9.9M
IVWIshares Tr	1.0%	1.0%	68,827	+0.3%	$9.8M
XOMExxonmobil Holdings Corp	1.0%	—	60,096	—	$9.8M
TSLATesla Inc	0.9%	1.1%	26,366	+5.8%	$9.4M
MCDMcdonalds Corp	0.9%	1.0%	38,142	+4.7%	$8.8M
WMTWalmart Inc	0.8%	0.9%	80,168	+2.0%	$8.3M
ADPAutomatic Data Processing in	0.8%	0.7%	29,906	-0.9%	$7.7M
PGProcter & Gamble Co	0.8%	0.8%	52,858	+2.4%	$7.7M
TFCTruist Finl Corp	0.7%	0.8%	158,982	+6.7%	$7.4M
BHPBhp Billiton Limited	0.7%	0.7%	84,839	+3.3%	$7.2M
SPGSimon Ppty Group Inc New	0.7%	0.8%	35,004	+6.8%	$7.0M
IVVIshares Tr	0.7%	0.7%	9,138	-0.2%	$7.0M
BLKBlackrock Inc	0.7%	—	6,376	—	$6.7M
CSCOCisco Sys Inc	0.7%	0.7%	62,548	+1.7%	$6.7M
CRWDCrowdstrike Hldgs Inc	0.7%	—	24,987	—	$6.6M
DUKDuke Energy Corp New	0.7%	0.7%	56,359	+3.5%	$6.4M

What Jamison Private Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPG Simon Ppty Group Inc New+6.8% shares
TFC Truist Finl Corp+6.7% shares
TSLA Tesla Inc+5.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 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: +24.8% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$987.5M	228
Q2 2026	$965.2M	222
Q1 2026	$797.6M	211
Q4 2025	$802.8M	208
Q3 2025	$773.1M	208
Q2 2025	$696.5M	197
Q1 2025	$656.1M	195
Q4 2024	$677.3M	200
Q3 2024	$656.9M	454
Q2 2024	$601.8M	424
Q1 2024	$591.5M	475
Q4 2023	$534.0M	396

Questions about Jamison Private Wealth Management, Inc.'s portfolio

What stocks does Jamison Private Wealth Management, Inc. own?

Jamison Private Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 228 positions worth $987.5M. The largest are Apple Inc (AAPL) at 4.8%, Nvidia Corporation (NVDA) at 4.3%, Microsoft Corp (MSFT) at 3.5%, Applied Matls Inc (AMAT) at 3.2% and Advanced Micro Devices Inc (AMD) at 2.9%.

What did Jamison Private Wealth Management, Inc. buy last quarter?

In Q3 2026, Jamison Private Wealth Management, Inc. added Simon Ppty Group Inc New (SPG) (+6.8% shares), Truist Finl Corp (TFC) (+6.7% shares) and Tesla Inc (TSLA) (+5.8% shares), compared with its Q2 2026 filing.

What did Jamison Private Wealth Management, Inc. sell last quarter?

In Q3 2026, Jamison Private Wealth Management, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Cardinal Health Inc (CAH), cut from its top 50 Digital Rlty Tr Inc (DLR) and cut from its top 50 Norfolk Southn Corporation (NSC), compared with its Q2 2026 filing.

How has Jamison Private Wealth Management, Inc.'s portfolio performed?

A portfolio copying Jamison Private Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +24.8% against +20.1%.

When is Jamison Private Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Jamison Private Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Jamison Private Wealth Management, Inc. manage?

Jamison Private Wealth Management, Inc. reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $987.5M.