Jessup Wealth Management, Inc 13F Holdings

CIK 0001963536 · DAYTON, OH

As of Sep 30, 2025, Jessup Wealth Management, Inc reported 80 positions worth $268.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity143,469$31.5M11.73%
APPLE INCAAPLTechnology92,588$23.6M8.78%
NVIDIA CORPNVDATechnology126,317$23.6M8.78%
ALPHABET INCGOOGLEquity59,126 4.4M5.35%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical74,682 3.3M4.97%
ADVANCED MICRO DEVICES INCAMDEquity82,055 3.3M4.94%
STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETFJNK—125,704 2.3M4.59%
TESLA INCTSLAConsumer Cyclical25,421 1.3M4.21%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—109,125 0.5M3.92%
KKR & CO INCKKRFinancial Services77,606 0.1M3.76%
SHOPIFY INCSHOPTechnology57,253$8.5M3.17%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—40,137$8.4M3.13%
EQUITABLE HOLDINGS INCEQHFinancial Services126,048$6.4M2.38%
LINCOLN NATIONAL CORPLNCFinancial Services133,166$5.4M2.00%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—19,023$5.4M2.00%
AMERICAN AIRLINES GROUP INCAALEquity467,214$5.3M1.96%
JPMORGAN CHASE & COJPMFinancial Services15,931$5.0M1.87%
PROCTER & GAMBLE COPGConsumer Defensive30,917$4.8M1.77%
MICROSOFT CORPMSFTTechnology8,150$4.2M1.57%
T-MOBILE US INCTMUSCommunication Services16,457$3.9M1.47%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,852$3.6M1.33%
MICRON TECHNOLOGY INCMUTechnology21,024$3.5M1.31%
ISHARES RUSSELL 2000 ETFIWM—10,877$2.6M0.98%
CME GROUP INCCMEFinancial Services7,970$2.2M0.80%
CROWDSTRIKE HOLDINGS INCCRWDTechnology4,336$2.1M0.79%