Fund Holdings

Jessup Wealth Management, Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMAZON COM INC0153,074+153,074031,880,758+31,880,758
NVIDIA CORPORATION0135,969+135,969023,712,934+23,712,934
APPLE INC088,705+88,705022,512,539+22,512,539
ALPHABET INC053,042+53,042015,252,640+15,252,640
SPDR SERIES TRUST0134,783+134,783012,901,438+12,901,438
ISHARES TR0117,202+117,202011,185,724+11,185,724
MICROSOFT CORP030,046+30,046011,121,954+11,121,954
COSTCO WHOLESALE CORPORATION010,974+10,974010,934,728+10,934,728
T-MOBILE US INC051,181+51,181010,749,444+10,749,444
TESLA INC026,182+26,18209,732,973+9,732,973
ADVANCED MICRO DEVICES INC047,236+47,23609,609,219+9,609,219
VANGUARD INDEX FDS042,005+42,00508,644,720+8,644,720
ALIBABA GROUP HLDG LTD063,067+63,06707,912,379+7,912,379
MERCK & CO INC062,944+62,94407,571,522+7,571,522
UNITEDHEALTH GROUP INC027,794+27,79407,520,803+7,520,803
INVESCO EXCH TRADED FD TR II0134,934+134,93406,209,678+6,209,678
CSX CORP0138,742+138,74205,695,359+5,695,359
MICRON TECHNOLOGY INC016,339+16,33905,520,041+5,520,041
SELECT SECTOR SPDR TR040,525+40,52505,385,780+5,385,780
JPMORGAN CHASE & CO017,470+17,47005,139,103+5,139,103
PROCTER & GAMBLE CO030,395+30,39504,390,251+4,390,251
ISHARES TR09,928+9,92802,462,247+2,462,247
NUCOR CORP011,072+11,07201,872,356+1,872,356
JOHNSON & JOHNSON07,589+7,58901,855,142+1,855,142
CINCINNATI FINL CORP011,507+11,50701,810,626+1,810,626
CROWDSTRIKE HLDGS INC04,466+4,46601,743,571+1,743,571
INNOVATOR ETFS TRUST036,238+36,23801,671,659+1,671,659
GOLDMAN SACHS GROUP INC01,927+1,92701,630,497+1,630,497
BERKSHIRE HATHAWAY INC DEL02,980+2,98001,428,016+1,428,016
STATE STR SPDR S&P 500 ETF T02,123+2,12301,380,413+1,380,413
VANGUARD INDEX FDS02,099+2,09901,254,006+1,254,006
VISA INC04,026+4,02601,216,949+1,216,949
SPDR SERIES TRUST08,617+8,61701,100,613+1,100,613
INNOVATOR ETFS TRUST022,248+22,2480992,706+992,706
EA SERIES TRUST07,675+7,6750892,526+892,526
APPLIED MATLS INC02,487+2,4870850,165+850,165
INVESCO EXCH TRD SLF IDX FD031,926+31,9260829,912+829,912
ELI LILLY & CO0890+8900818,516+818,516
INNOVATOR ETFS TRUST019,693+19,6930804,656+804,656
KKR & CO INC08,507+8,5070786,857+786,857
PIMCO ETF TR028,067+28,0670735,354+735,354
SHERWIN WILLIAMS CO02,275+2,2750729,173+729,173
MARRIOTT INTL INC NEW01,972+1,9720644,982+644,982
UNITED PARCEL SVCS INC06,479+6,4790637,395+637,395
INNOVATOR ETFS TRUST013,821+13,8210635,317+635,317
BOEING CO03,140+3,1400624,954+624,954
INVESCO EXCHANGE TRADED FD T03,068+3,0680588,811+588,811
SANDISK CORP0917+9170582,607+582,607
ISHARES TR05,223+5,2230576,619+576,619
ARK ETF TR013,276+13,2760504,603+504,603
GENERAC HLDGS INC02,502+2,5020488,716+488,716
CATERPILLAR INC0686+6860485,781+485,781
INNOVATOR ETFS TRUST010,761+10,7610459,710+459,710
INNOVATOR ETFS TRUST010,131+10,1310436,241+436,241
EXXON MOBIL CORP02,556+2,5560433,671+433,671
DIMENSIONAL ETF TRUST012,324+12,3240418,646+418,646
PALO ALTO NETWORKS INC02,392+2,3920383,485+383,485
PALANTIR TECHNOLOGIES INC02,621+2,6210383,400+383,400
ISHARES TR04,786+4,7860383,119+383,119
ARHAUS INC055,363+55,3630375,361+375,361
SNAP ON INC0973+9730353,413+353,413
THERMO FISHER SCIENTIFIC INC0714+7140351,178+351,178
ISHARES TR03,440+3,4400346,307+346,307
MCDONALDS CORP01,048+1,0480325,812+325,812
SPDR GOLD TR0681+6810293,027+293,027
ALPHABET INC0979+9790280,886+280,886
DUKE ENERGY CORP NEW02,033+2,0330266,201+266,201
INNOVATOR ETFS TRUST05,801+5,8010250,081+250,081
COCA COLA CO03,246+3,2460246,845+246,845
EA SERIES TRUST02,661+2,6610241,512+241,512
WALMART INC01,895+1,8950235,486+235,486
TAIWAN SEMICONDUCTOR MANUFAC0681+6810230,144+230,144
ULTA BEAUTY INC0434+4340226,856+226,856
VANGUARD INTL EQUITY INDEX F02,970+2,9700223,054+223,054
GE AEROSPACE0749+7490212,482+212,482
ISHARES TR01,884+1,8840200,646+200,646
FORD MTR CO011,678+11,6780134,769+134,769
UNITEDHEALTH GROUP INC(Call)0300+300081,177+81,177
Aurora Cannabis Inc30-3130-13
Canopy Growth Corp150-15170-17
Otis Worldwide Corp10-1870-87
Southwest Airlines Co30-31330-133
Kimco Realty Corp70-71490-149
Carrier Global Corp30-31590-159
Virgin Galactic Holdings Inc500-501610-161
CenterPoint Energy Inc50-52000-200
Roku Inc20-22170-217
Verisk Analytics Inc10-12250-225
Verisign Inc10-12440-244
F5 Inc10-12550-255
Albemarle Corp20-22840-284
Vulcan Materials Co10-12910-291
Avanos Medical Inc270-273030-303
Diamondback Energy Inc20-23060-306
CBRE Group Inc20-23220-322
PPL Corp90-93220-322
Starbucks Corp40-43370-337
Zoom Video Communications Inc Cl A40-43450-345
Digital Realty Trust Inc20-23470-347
Wrap Technologies Inc1500-1503570-357
Page 1 of 5