Q3 2026 13F · SEC CIK 1963536

Jessup Wealth Management, Inc

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $475.5M
Reported positions: 86
Top holdings a year, 3 yrs: +22.3%
Assets under management: $360.2M

Jessup Wealth Management, Inc is a wealth manager that reported 86 positions worth $475.5M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Apple Inc (AAPL, 34.5%), Amazon Com Inc (AMZN, 7.5%), Nvidia Corporation (NVDA, 6.6%). 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 86 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.

Jessup Wealth Management, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	34.5%	7.7%	492,952	+455.0%	$164.2M
AMZNAmazon Com Inc	7.5%	10.1%	143,167	+0.6%	$35.7M
NVDANvidia Corporation	6.6%	7.8%	137,456	+4.6%	$31.4M
AMDAdvanced Micro Devices Inc	4.1%	6.1%	32,200	-8.7%	$19.7M
MSFTMicrosoft Corp	4.0%	4.0%	36,673	+1.6%	$18.8M
GOOGLAlphabet Inc	3.3%	4.8%	45,326	+0.3%	$15.6M
JNKSpdr Series Trust	2.7%	4.0%	140,066	+1.6%	$13.0M
UNHUnitedhealth Group Inc	2.6%	4.2%	34,035	+1.6%	$12.5M
VBILVanguard Instl Index Fd	2.5%	—	158,167	—	$12.0M
MUMicron Technology Inc	2.4%	4.0%	10,605	-9.3%	$11.3M
BABAAlibaba Group Hldg Ltd	2.2%	2.7%	95,114	+1.8%	$10.2M
VXFVanguard Index Fds	2.1%	3.2%	43,707	+0.5%	$10.1M
IGVIshares Tr	2.0%	2.5%	90,986	-0.1%	$9.7M
TMUST-Mobile US Inc	1.6%	2.6%	47,083	-8.9%	$7.7M
NFLXNetflix Inc.	1.5%	—	100,317	—	$7.0M
CSXCsx Corp	1.4%	2.0%	147,674	+3.3%	$6.9M
TSLATesla Inc	1.3%	3.2%	18,020	-28.4%	$6.4M
CQQQInvesco Exch Traded Fd Tr II	1.3%	2.5%	141,633	-2.0%	$6.4M
XLKSelect Sector Spdr Tr	1.3%	1.8%	31,611	+0.6%	$6.2M
IBITIshares Bitcoin Trust ETF	1.2%	—	123,330	—	$5.8M
JPMJpmorgan Chase & Co	1.2%	1.7%	16,867	-1.1%	$5.6M
CRWDCrowdstrike Hldgs Inc	1.0%	1.1%	18,149	+284.8%	$4.8M
PGProcter & Gamble Co	1.0%	1.4%	32,351	+1.7%	$4.7M
COSTCostco Wholesale Corporation	0.7%	3.0%	3,803	-64.7%	$3.5M
IWMIshares Tr	0.6%	0.9%	9,631	-4.4%	$2.7M
NUENucor Corp	0.5%	0.6%	9,868	+4.4%	$2.3M
JNJJohnson & Johnson	0.4%	0.6%	7,718	+1.3%	$2.0M
PJANInnovator Etfs Trust	0.4%	0.5%	34,854	-2.8%	$1.8M
CINFCincinnati Finl Corporation	0.4%	0.6%	10,926	-5.0%	$1.7M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.5%	2,043	-1.8%	$1.6M
CPSUCalamos ETF Tr	0.3%	0.5%	53,840	-1.5%	$1.5M
GSGoldman Sachs Group Inc	0.3%	0.6%	1,664	-12.1%	$1.5M
VOOVanguard Index Fds	0.3%	0.4%	2,135	+0.8%	$1.5M
SNDKSandisk Corp	0.3%	0.6%	843	-8.0%	$1.5M
VVisa Inc	0.3%	0.4%	3,970	-1.8%	$1.4M
XBISpdr Series Trust	0.3%	0.5%	8,213	-15.1%	$1.3M
ZJUNInnovator Etfs Trust	0.2%	0.3%	39,746	+0.0%	$1.1M
AMATApplied Matls Inc	0.2%	0.5%	2,150	-0.5%	$1.1M
GLDSpdr Gold Tr	0.2%	—	2,780	—	$1.1M
LLYEli Lilly & Co	0.2%	0.3%	864	+0.0%	$1.0M
PMARInnovator Etfs Trust	0.2%	0.3%	19,801	-1.9%	$969K
BOXXEa Series Trust	0.2%	0.3%	7,675	+0.0%	$909K
PNOVInnovator Etfs Trust	0.2%	0.3%	19,363	-1.7%	$883K
XOMExxonmobil Holdings Corp	0.2%	—	5,151	—	$838K
MRKMerck & Co Inc	0.2%	0.3%	5,527	-34.0%	$803K
NTNXNutanix Inc	0.2%	—	11,279	—	$794K
UPSUnited Parcel Svcs Inc	0.2%	0.2%	8,140	+23.8%	$761K
BSJVInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	29,645	-5.4%	$743K
ARKFArk ETF Tr	0.1%	—	15,689	—	$714K
PYLDPimco ETF Tr	0.1%	0.2%	27,600	+0.1%	$701K

What Jessup 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.

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: +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, 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	$475.5M	86
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

Questions about Jessup Wealth Management, Inc's portfolio

What stocks does Jessup Wealth Management, Inc own?

Jessup Wealth Management, Inc's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 86 positions worth $475.5M. The largest are Apple Inc (AAPL) at 34.5%, Amazon Com Inc (AMZN) at 7.5%, Nvidia Corporation (NVDA) at 6.6%, Advanced Micro Devices Inc (AMD) at 4.1% and Microsoft Corp (MSFT) at 4.0%.

What did Jessup Wealth Management, Inc buy last quarter?

In Q3 2026, Jessup Wealth Management, Inc added Apple Inc (AAPL) (+455.0% shares), Crowdstrike Hldgs Inc (CRWD) (+284.8% shares) and United Parcel Svcs Inc (UPS) (+23.8% shares), compared with its Q2 2026 filing.

What did Jessup Wealth Management, Inc sell last quarter?

In Q3 2026, Jessup Wealth Management, Inc cut from its top 50 Ishares Tr (IEF), cut from its top 50 Novo-Nordisk A S (NVO), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Sherwin Williams Co (SHW), cut from its top 50 Caterpillar Inc (CAT), Costco Wholesale Corporation (COST) (-64.7% shares), Merck & Co Inc (MRK) (-34.0% shares) and Tesla Inc (TSLA) (-28.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $475.5M.