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Jessup Wealth Management, Inc

Q1 2026 13F Holdings

  • Location
    dayton, OH
  • Num holdings

    78

  • Value ($000)

    $273,993

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001963536
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$31.88M
12 %

153,074

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.71M
9 %

135,969

A
AAPL

APPLE INC

COM
037833100
$22.51M
8 %

88,705

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.25M
6 %

53,042

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R622
$12.9M
5 %

134,783

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$11.19M
4 %

117,202

M
MSFT

MICROSOFT CORP

COM
594918104
$11.12M
4 %

30,046

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$10.93M
4 %

10,974

T
TMUS

T-MOBILE US INC

COM
872590104
$10.75M
4 %

51,181

T
TSLA

TESLA INC

COM
88160R101
$9.73M
4 %

26,182

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