Jessup Wealth Management, Inc Portfolio Holdings

Jessup Wealth Management, Inc

  • $269 Billion
  • Q3 2025

Jessup Wealth Management, Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $31.5B, Nvidia Corp with a value of $23.6B, Apple Inc. with a value of $23.6B, Alphabet Inc. with a value of $14.4B, and Alibaba Group Holding LTD with a value of $13.3B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $249B to 269B.

Jessup Wealth Management, Inc is based out at Dayton, OH

Below you can find more details about Jessup Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $269 Billion
Technology: $80.6 Billion
Consumer Cyclical: $58.8 Billion
ETFs: $49.3 Billion
Financial Services: $37.1 Billion
Communication Services: $18.8 Billion
Consumer Defensive: $8.54 Billion
Industrials: $6.55 Billion
Healthcare: $3.08 Billion
Other: $2.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$31.5 Billion 11.73% of portfolio
143,469
Q3 2025 Reduced 7.52%
$465B
$23.6 Billion 8.78% of portfolio
126,317
Q3 2025 Reduced 3.6%
$4.3T
$23.6 Billion 8.78% of portfolio
92,588
Q3 2025 Added 0.05%
$1.65T
$14.4 Billion 5.35% of portfolio
59,126
Q3 2025 Reduced 8.27%
$418B
$13.3 Billion 4.97% of portfolio
74,682
Q3 2025 Added 4.08%
$388B
$13.3 Billion 4.94% of portfolio
82,055
Q3 2025 Added 9.1%
$1.29T
$11.3 Billion 4.21% of portfolio
25,421
Q3 2025 Added 1.91%
$103B
$10.1 Billion 3.76% of portfolio
77,606
Q3 2025 Reduced 0.08%
$174B
$8.51 Billion 3.17% of portfolio
57,253
Q3 2025 Reduced 9.17%
$16.8B
$6.4 Billion 2.38% of portfolio
126,048
Q3 2025 Reduced 1.56%
$6.99B
$5.37 Billion 2.0% of portfolio
133,166
Q3 2025 Reduced 2.82%
$7.17B
$5.25 Billion 1.96% of portfolio
467,214
Q3 2025 Added 4.4%
$881B
$5.03 Billion 1.87% of portfolio
15,931
Q3 2025 Added 0.38%
$346B
$4.75 Billion 1.77% of portfolio
30,917
Q3 2025 Reduced 1.97%
$3.78T
$4.22 Billion 1.57% of portfolio
8,150
Q3 2025 Reduced 1.88%
$269B
$3.94 Billion 1.47% of portfolio
16,457
Q3 2025 Added 4.2%
$268B
$3.52 Billion 1.31% of portfolio
21,024
Q3 2025 Added 12.57%
$100B
$2.15 Billion 0.8% of portfolio
7,970
Q3 2025 Added 0.01%
$115B
$2.13 Billion 0.79% of portfolio
4,336
Q3 2025 Reduced 0.23%
$26.1B
$1.82 Billion 0.68% of portfolio
11,507
Q1 2025 Reduced 3.38%
$265B
$1.72 Billion 0.64% of portfolio
2,161
Q3 2025 Added 4.04%
$533B
$1.56 Billion 0.58% of portfolio
4,560
Q3 2025 Reduced 0.91%
$662B
$1.5 Billion 0.56% of portfolio
2,974
Q3 2025 Added 20.21%
$38B
$1.5 Billion 0.56% of portfolio
11,072
Q3 2025 Added 1.78%
$522B
$1.4 Billion 0.52% of portfolio
7,530
Q3 2025 Added 0.03%
$71.6B
$886 Million 0.33% of portfolio
13,208
Q3 2025 Reduced 6.25%
$971B
$874 Million 0.33% of portfolio
1,146
Q3 2025 Reduced 2.39%
$478M
$859 Million 0.32% of portfolio
80,828
Q3 2025 Reduced 1.47%
$86.1B
$804 Million 0.3% of portfolio
2,321
Q3 2025 Reduced 0.85%
$114B
$631 Million 0.23% of portfolio
2,922
Q3 2025 Reduced 9.73%
$92.7B
$547 Million 0.2% of portfolio
2,100
Q2 2025 Reduced 1.04%
$197B
$543 Million 0.2% of portfolio
2,652
Q3 2025 Reduced 7.01%
$44.9B
$528 Million 0.2% of portfolio
16,395
Q3 2025 Reduced 17.73%
-
$511 Million 0.19% of portfolio
-
Q2 2025 Reduced 1.5%
$61.4B
$487 Million 0.18% of portfolio
2,392
Q4 2024 Added 100.0%
$300B
$475 Million 0.18% of portfolio
1,375
Q3 2025 Reduced 78.68%
$342B
$462 Million 0.17% of portfolio
2,534
Q2 2025 Reduced 0.59%
-
$435 Million 0.16% of portfolio
-
Q3 2025 New
$17.5B
$337 Million 0.13% of portfolio
973
Q3 2024 New
$291B
$331 Million 0.12% of portfolio
694
Q2 2025 New
$224B
$325 Million 0.12% of portfolio
1,070
Q3 2025 Added 0.38%
$222B
$331 Million 0.12% of portfolio
683
Q3 2025 Added 0.15%
$139B
$291 Million 0.11% of portfolio
881
Q2 2025 New
$490B
$285 Million 0.11% of portfolio
2,526
Q3 2025 Reduced 0.08%
$98.1B
$302 Million 0.11% of portfolio
1,768
Q3 2025 New
-
$260 Million 0.1% of portfolio
-
Q1 2025 Reduced 2.18%
$27.1B
$262 Million 0.1% of portfolio
480
Q2 2025 New
$317B
$258 Million 0.1% of portfolio
3,072
Q2 2025 Reduced 1.09%
$1.74T
$248 Million 0.09% of portfolio
1,017
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $269 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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