§ 13F · FUND PROFILE
JEPPSON WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.1T (13F)Positions · 211Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$315.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 97K | $26.3T | 8.3% | NEW |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 171K | $17.5T | 5.5% | NEW |
| 3 | NVDA | NVIDIA CORPORATION COM | 82K | $15.2T | 4.8% | NEW |
| 4 | LMT | LOCKHEED MARTIN CORP COM | 21K | $10.1T | 3.2% | NEW |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 180K | $8.9T | 2.8% | NEW |
| 6 | AMZN | AMAZON COM INC COM | 29K | $6.7T | 2.1% | NEW |
| 7 | MSFT | MICROSOFT CORP COM | 14K | $6.6T | 2.1% | NEW |
| 8 | XOM | EXXON MOBIL CORP COM | 53K | $6.4T | 2.0% | NEW |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 19K | $5.8T | 1.8% | NEW |
| 10 | DIS | DISNEY WALT CO COM | 48K | $5.4T | 1.7% | NEW |
§ 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 $289116.3 trillion in assets. The fund runs a broad portfolio of 211 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed