Jessup Wealth Management, Inc holds a focused book of 81 stocks worth $335.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Novo-Nordisk A/s-Spons ADR and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jessup Wealth Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 79 / 80 | $2.2B |
| LPL Financial LLC | 78 / 80 | $63.7B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.1B |
| Advisory Services Network, LLC | 78 / 80 | $2.0B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $88.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $50.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $15.7B |
| JPMORGAN CHASE & CO | 76 / 80 | $491.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Jessup Wealth Management, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $33.9M | 142.3K | 10.1% | ▼−7.0% Reduced · −11K sh | |
| 2 | Nvidia Corporation COM | $26.3M | 131.4K | 7.8% | ▼−3.3% Reduced · −5K sh | |
| 3 | Apple Inc COM | $25.7M | 88.8K | 7.7% | ▲+0.1% Added · +120 sh | |
| 4 | Advanced Micro Devices Inc COM | $20.5M | 35.3K | 6.1% | ▼−25% Reduced · −12K sh | |
| 5 | Alphabet Inc CAP STK CL A | $16.1M | 45.2K | 4.8% | ▼−15% Reduced · −8K sh | |
| 6 | Unitedhealth Group Inc COM | $13.9M | 33.5K | 4.2% | ▲+20% Added · +6K sh | |
| 7 | Micron Technology Inc COM | $13.5M | 11.7K | 4.0% | ▼−28% Reduced · −5K sh | |
| 8 | Microsoft Corp COM | $13.5M | 36.1K | 4.0% | ▲+20% Added · +6K sh | |
| 9 | SPDR Series Trust ST BLOO HIGH ETF | $13.3M | 137.8K | 4.0% | ▲+2.3% Added · +3K sh | |
| 10 | Ishares TR 7-10 YR TRSY BD | $11.2M | 118.7K | 3.3% | ▲+1.2% Added · +1K sh | |
| 11 | Vanguard Index FDS EXTEND MKT ETF | $10.7M | 43.5K | 3.2% | ▲+3.6% Added · +2K sh | |
| 12 | Tesla Inc COM | $10.6M | 25.2K | 3.2% | ▼−3.9% Reduced · −1K sh | |
| 13 | Costco Wholesale Corporation COM | $10.1M | 10.8K | 3.0% | ▼−1.7% Reduced · −188 sh | |
| 14 | Alibaba Group Hldg Ltd SPONSORED ADS | $9.0M | 93.5K | 2.7% | ▲+48% Added · +30K sh | |
| 15 | T-Mobile US Inc COM | $8.7M | 51.7K | 2.6% | ▲+0.9% Added · +476 sh | |
| 16 | Ishares TR EXPANDED TECH | $8.3M | 91.1K | 2.5% | ▲19× Added · +86K sh | |
| 17 | Invesco Exch Traded FD TR II CHINA TECHNLGY | $8.2M | 144.5K | 2.5% | ▲+7.1% Added · +10K sh | |
| 18 | CSX Corp COM | $6.8M | 143.0K | 2.0% | ▲+3.1% Added · +4K sh | |
| 19 | Novo-Nordisk A S ADR | $6.6M | 137.0K | 2.0% | ▲New New position | |
| 20 | Select Sector SPDR TR ST STR TECHN ETF | $6.0M | 31.4K | 1.8% | ▼−22% Reduced · −9K sh | |
| 21 | JPMorgan Chase & Co COM | $5.6M | 17.1K | 1.7% | ▼−2.3% Reduced · −410 sh | |
| 22 | Procter & Gamble Co COM | $4.7M | 31.8K | 1.4% | ▲+4.6% Added · +1K sh | |
| 23 | Crowdstrike Hldgs Inc CL A | $3.6M | 4.7K | 1.1% | ▲+5.6% Added · +250 sh | |
| 24 | Ishares TR RUSSELL 2000 ETF | $3.0M | 10.1K | 0.9% | ▲+1.4% Added · +143 sh | |
| 25 | Cincinnati Finl Corp COM | $2.1M | 11.5K | 0.6% | —Held | |
| 26 | Nucor Corp COM | $2.1M | 9.5K | 0.6% | ▼−15% Reduced · −2K sh | |
| 27 | Sandisk Corp COM | $2.1M | 916 | 0.6% | ▼−0.1% Reduced · −1 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $2.0M | 4.0K | 0.6% | ▲+34% Added · +1K sh | |
| 29 | Johnson & Johnson COM | $1.9M | 7.6K | 0.6% | ▲+0.4% Added · +30 sh | |
| 30 | Goldman Sachs Group Inc COM | $1.9M | 1.9K | 0.6% | ▼−1.7% Reduced · −33 sh | |
| 31 | Innovator Etfs Trust US EQTY PWR BUF | $1.8M | 35.9K | 0.5% | ▼−1.0% Reduced · −369 sh | |
| 32 | Applied Matls Inc COM | $1.6M | 2.2K | 0.5% | ▼−13% Reduced · −327 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.1K | 0.5% | ▼−2.0% Reduced · −42 sh | |
| 34 | SPDR Series Trust ST STR SP BIOT | $1.5M | 9.7K | 0.5% | ▲+12% Added · +1K sh | |
| 35 | Calamos ETF TR S&P 500 PROT ETF | $1.5M | 54.7K | 0.5% | ▲New New position | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $1.5M | 2.1K | 0.4% | ▲+0.9% Added · +20 sh | |
| 37 | Visa Inc COM CL A | $1.4M | 4.0K | 0.4% | ▲+0.4% Added · +15 sh | |
| 38 | Innovator Etfs Trust EQUITY DEFND 1YR | $1.1M | 39.7K | 0.3% | ▲New New position | |
| 39 | Merck & Co Inc COM | $1.1M | 8.4K | 0.3% | ▼−87% Reduced · −55K sh | |
| 40 | Eli Lilly & Co COM | $1.0M | 864 | 0.3% | ▼−2.9% Reduced · −26 sh | |
| 41 | Innovator Etfs Trust US EQTY PWR BUF | $964K | 20.2K | 0.3% | ▼−9.3% Reduced · −2K sh | |
| 42 | Ea Series Trust ALPHA ARCH 1-3 | $899K | 7.7K | 0.3% | —Held | |
| 43 | Innovator Etfs Trust US EQTY PWR BUF | $873K | 19.7K | 0.3% | —Held | |
| 44 | Invesco Exch TRD SLF Idx FD BULL 2031 HI ETF | $823K | 31.3K | 0.2% | ▼−1.8% Reduced · −584 sh | |
| 45 | Sherwin Williams Co COM | $762K | 2.2K | 0.2% | ▼−2.7% Reduced · −61 sh | |
| 46 | Pimco ETF TR MULTISECTOR BD | $732K | 27.6K | 0.2% | ▼−1.7% Reduced · −482 sh | |
| 47 | Caterpillar Inc COM | $726K | 682 | 0.2% | ▼−0.6% Reduced · −4 sh | |
| 48 | Generac Hldgs Inc COM | $724K | 2.5K | 0.2% | ▼−1.2% Reduced · −30 sh | |
| 49 | Marriott Intl Inc New CL A | $715K | 1.9K | 0.2% | ▼−2.2% Reduced · −43 sh | |
| 50 | United Parcel Svcs Inc CL B | $707K | 6.6K | 0.2% | ▲+1.5% Added · +97 sh |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963536/holdings"
Use Arkolith to show Jessup Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.