JEPPSON WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0001831263 · MANHATTAN BEACH, CA

As of Sep 30, 2025, JEPPSON WEALTH MANAGEMENT, LLC reported 225 positions worth $309.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology97,309$24.8M8.00%
ISHARES 0-5 YEAR TIPS BOND ETFSTIP—176,961 8.3M5.91%
NVIDIA CORPNVDATechnology83,121 5.5M5.01%
LOCKHEED MARTIN CORPLMTIndustrials21,576 0.8M3.48%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—183,802$9.3M3.01%
ORACLE CORPORCLTechnology25,445$7.2M2.31%
MICROSOFT CORPMSFTTechnology13,619$7.1M2.28%
EXXON MOBIL CORPXOMEnergy56,439$6.4M2.05%
AMAZON.COM INCAMZNEquity28,939$6.4M2.05%
WALT DISNEY CODISCommunication Services48,063$5.5M1.78%
AT&T INCTCommunication Services189,258$5.3M1.73%
ALPHABET INCGOOGEquity18,983$4.6M1.49%
BROADCOM INCAVGOTechnology13,165$4.3M1.40%
AMERICAN ELECTRIC POWERAEPUtilities35,855$4.0M1.30%
JPMORGAN CHASE & COJPMFinancial Services12,605$4.0M1.28%
CISCO SYSTEMS INCCSCOTechnology57,837$4.0M1.28%
VERIZON COMMUNICATIONS INCBACCommunication Services88,001$3.9M1.25%
SHOPIFY INCSHOPTechnology24,868$3.7M1.19%
RTX CORPRTXEquity20,028$3.4M1.08%
ELI LILLY & COLLYHealthcare4,338$3.3M1.07%
WHEATON PRECIOUS METALS CORPWPMBasic Materials27,391$3.1M0.99%
WALMART INCWMTConsumer Defensive28,239$2.9M0.94%
META PLATFORMS INCMETACommunication Services3,854$2.8M0.91%
BANK OF AMERICA CORPBACFinancial Services53,928$2.8M0.90%
JOHNSON & JOHNSONJNJHealthcare14,928$2.8M0.89%