Jessup Wealth Management, Inc - Portfolio overview

Jessup Wealth Management, Inc has 94 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. AMZN - AMAZON COM INC, 10.42%
  2. NVDA - NVIDIA CORPORATION, 7.75%
  3. AAPL - APPLE INC, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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