Jessup Wealth Management, Inc Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$302.5B

Holdings

385

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (385 positions)

#StockSharesValue% PortfolioType
1
AMZNAmazon.com Inc
151,468$35.0B11.56%
2
AAPLApple Inc
95,076$25.8B8.55%
3
NVDANvidia Corp
125,725$23.4B7.75%
4
GOOGLAlphabet Inc
53,351$16.7B5.52%
5
JNKSPDR Bloomberg Barclays High yield Bond ETF
132,933$12.9B4.27%
6
TSLATesla Inc
25,601$11.5B3.81%
7
IEFiShares 7-10 Year Treasury Bond ETF
114,509$11.0B3.64%
8
BABAAlibaba Group Holding Limited
75,107$11.0B3.64%
9
KKRKkr & Co Inc
79,302$10.1B3.34%
10
AMDAdvanced Micro Devices Inc
43,389$9.3B3.07%
11
UNHUnitedHealth Group Inc
26,800$8.8B2.92%
12
VXFVanguard Extended Market Index Fund ETF Shares
41,587$8.7B2.88%
13
CQQQInvesco China Technology ETF
134,237$7.0B2.31%
14
EQHEquitable Holdings Inc
143,071$6.8B2.25%
15
MRKMerck & Co Inc
61,862$6.5B2.15%
16
ELThe Estee Lauder Companies Inc
60,405$6.3B2.09%
17
LNCLincoln National Corp
132,022$5.9B1.94%
18
XLKState Street Technology Select Sector SPDR ETF
39,353$5.7B1.87%
19
JPMJPMorgan Chase & Co
17,517$5.6B1.87%
20
MUMicron Technology Inc
17,536$5.0B1.65%
21
PGProcter & Gamble Co
30,705$4.4B1.45%
22
MSFTMicrosoft Corp
8,294$4.0B1.33%
23
COSTCostco Wholesale Corp
3,860$3.3B1.10%
24
TMUST-Mobile U.S. Inc
14,733$3.0B0.99%
25
IWMiShares Russell 2000 ETF
10,928$2.7B0.89%
26
CMECME Group Inc
9,010$2.5B0.81%
27
CRWDCrowdstrike Holdings Inc
4,459$2.1B0.69%
28
GSThe Goldman Sachs Group Inc
2,139$1.9B0.62%
29
CINFCincinnati Financial Corp
11,507$1.9B0.62%
30
NUENucor Corp
11,072$1.8B0.60%
31
PJANInnovator U.S. Equity Power Buffer ETF - January
35,850$1.7B0.56%
32
VVisa Inc
4,528$1.6B0.53%
33
JNJJohnson & Johnson
7,574$1.6B0.52%
34
BRK/BBerkshire Hathaway Inc Cl B
2,976$1.5B0.49%
35
SPYSPDR S&P 500 ETF
2,121$1.4B0.48%
36
LLYEli Lilly & Co
1,254$1.3B0.45%
37
SHOPShopify Inc
8,249$1.3B0.44%
38
VOOVanguard S&P 500 ETF
2,101$1.3B0.44%
39
XBIState Street SPDR S&P Biotech ETF
8,635$1.1B0.35%
40
BOXXAlpha Architect 1-3 Month Box ETF
7,675$883.0M0.29%
41
PMARInnovator S&P 500 Power Buffer ETF Mar
18,474$830.0M0.27%
42
PNOVInnovator S&P 500 Power Buffer ETF Nov
19,693$822.0M0.27%
43
BSJVInvesco Bulletshares 2031 High-Yield Corporate Bond ETF
30,198$806.0M0.27%
44
SHWSherwin-Williams Co
2,323$752.0M0.25%
45
PJULInnovator S&P 500 Power Buffer ETF Jul
15,585$723.0M0.24%
46
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund
27,096$722.0M0.24%
47
ARHSArhaus Inc
61,796$692.0M0.23%
48
AMATApplied Materials Inc
2,606$669.0M0.22%
49
MARMarriott International Inc
2,100$651.0M0.22%
50
BABoeing Co
2,806$609.0M0.20%
51
RSPInvesco S&P 500 Equal Weight ETF
3,068$587.0M0.19%
52
SHViShares Short Treasury Bond ETF
4,893$538.0M0.18%
53
UPSUnited Parcel Service Inc
5,400$535.0M0.18%
54
ARKFARK Fintech Innovation ETF
10,301$490.0M0.16%
55
PAUGInnovator S&P 500 Power Buffer ETF Aug
10,816$467.0M0.15%
56
PLTRPalantir Technologies Inc Cl A
2,534$450.0M0.15%
57
PSEPInnovator S&P 500 Power Buffer ETF Sep
10,131$442.0M0.15%
58
PANWPalo Alto Networks Inc
2,392$440.0M0.15%
59
GQ9SPDR Gold Shares
1,037$410.0M0.14%
60
DFAXDimensional World Ex U.S. Core Equity ETF
12,324$403.0M0.13%
61
CATCaterpillar Inc
694$397.0M0.13%
62
TMOThermo Fisher Scientific Inc
655$379.0M0.13%
63
SGOViShares 0-3 Month Treasury Bond ETF
3,588$360.0M0.12%
64
CPNGCoupang Inc Cl A
15,148$357.0M0.12%
65
SNASnap-On Inc
973$335.0M0.11%
66
MCDMcDonald's Corp
1,074$328.0M0.11%
67
GOOGAlphabet Inc Capital Stock Cl C
980$307.0M0.10%
68
XOMExxon Mobil Corp
2,556$307.0M0.10%
69
XLVState Street Health Care Select Sector SPDR ETF
1,981$306.0M0.10%
70
AALAmerican Airlines Group Inc
19,261$295.0M0.10%
71
ULTAUlta Beauty Inc
472$285.0M0.09%
72
POCTInnovator S&P 500 Power Buffer ETF Oct
6,301$276.0M0.09%
73
WFCWells Fargo & Co
2,954$275.0M0.09%
74
CAOSAlpha Architect Tail Risk ETF
2,661$238.0M0.08%
75
KOCoca-Cola Co.
3,406$238.0M0.08%
76
AVGOBroadcom Inc
661$228.0M0.08%
77
VEUVanguard FTSE All-World Ex-U.S. Index Fund ETF Shares
2,980$219.0M0.07%
78
SNDKSandisk Corp
917$217.0M0.07%
79
KWEBKraneShares Csi China Internet ETF
6,326$215.0M0.07%
80
DUKDuke Energy Corp Com
1,733$203.0M0.07%
81
DISThe Walt Disney Co
1,789$203.0M0.07%
82
TSMTaiwan Semiconductor Manufacturing Co Limited
667$202.0M0.07%
83
SUBiShares Short-Term National Municipal Bond ETF
1,884$201.0M0.07%
84
MAMastercard Inc
339$193.0M0.06%
85
PYPLPaypal Holdings Inc
3,080$179.0M0.06%
86
QCOMQualcomm Inc
1,043$178.0M0.06%
87
PDECInnovator S&P 500 Power Buffer ETF Dec
3,870$167.0M0.06%
88
FFord Motor Co
12,621$165.0M0.05%
89
AXPAmerican Express Co
443$163.0M0.05%
90
BLKBlackRock Inc
150$160.0M0.05%
91
XLFState Street Financial Select Sector SPDR ETF
2,899$158.0M0.05%
92
SFDSmithfield Foods Inc
7,050$157.0M0.05%
93
HSYThe Hershey Co
820$149.0M0.05%
94
INTUIntuit Inc
217$143.0M0.05%
95
WMBWilliams Companies Inc
2,363$142.0M0.05%
96
FTECFidelity MSCI Information Technology Index ETF
635$142.0M0.05%
97
RTXRtx Corp
755$138.0M0.05%
98
ORCLOracle Corp
707$137.0M0.05%
99
SXIStandex International Corp
625$135.0M0.04%
100
INDAiShares MSCI India ETF
2,490$134.0M0.04%
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