§ 13F · FUND PROFILE
JEPPSON WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289M (13F)Positions · 211Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 96K | $24M | 7.7% | ±0% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 171K | $18M | 5.6% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION COM | 80K | $14M | 4.4% | −2% |
| 4 | LMT | LOCKHEED MARTIN CORP COM | 20K | $12M | 3.7% | −6% |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 179K | $9M | 2.8% | ±0% |
| 6 | XOM | EXXON MOBIL CORP COM | 50K | $8M | 2.6% | −7% |
| 7 | AMZN | AMAZON COM INC COM | 29K | $6M | 1.9% | −1% |
| 8 | T | AT&T INC COM | 192K | $6M | 1.7% | −1% |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 18K | $5M | 1.6% | −2% |
| 10 | MSFT | MICROSOFT CORP COM | 14K | $5M | 1.6% | +3% |
§ 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 $289 million in assets. The fund runs a broad portfolio of 211 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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