§ 13F · FUND PROFILE
JEPPSON WEALTH MANAGEMENT, LLC.
AUM · $339M (13F)Positions · 242Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 95K | $27M | 8.1% | −1% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 170K | $17M | 5.1% | −1% |
| 3 | NVDA | NVIDIA CORPORATION COM | 78K | $16M | 4.6% | −2% |
| 4 | LMT | LOCKHEED MARTIN CORP COM | 19K | $10M | 2.9% | −2% |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 177K | $9M | 2.6% | −1% |
| 6 | AMZN | AMAZON COM INC COM | 28K | $7M | 2.0% | −3% |
| 7 | CSCO | CISCO SYS INC COM | 56K | $7M | 1.9% | −1% |
| 8 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 47K | $6M | 1.9% | NEW |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 18K | $6M | 1.8% | −3% |
| 10 | MSFT | MICROSOFT CORP COM | 14K | $5M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JEPPSON SIGNAL
AC read
JEPPSON WEALTH MANAGEMENT, LLC is a Other fund managing $339 million in assets. The fund runs a broad portfolio of 242 positions.
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