JEPPSON WEALTH MANAGEMENT, LLC
JEPPSON WEALTH MANAGEMENT, LLC reported 242 positions worth $339.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (8.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $27.5M | 8.10% | 94,969 | — | — | |
| ▸ 2 | STIP | SH | $17.4M | 5.12% | 170,049 | — | — | |
| ▸ 3 | NVDA | SH | $15.7M | 4.62% | 78,312 | — | — | |
| ▸ 4 | LMT | SH | $9.8M | 2.89% | 19,224 | — | — | |
| ▸ 5 | VTIP | SH | $8.9M | 2.62% | 177,112 | — | — | |
| ▸ 6 | AMZN | SH | $6.6M | 1.95% | 27,790 | — | — | |
| ▸ 7 | CSCO | SH | $6.6M | 1.94% | 55,919 | — | — | |
| ▸ 8 | XOM | SH | $6.5M | 1.90% | 47,219 | — | — | |
| ▸ 9 | GOOG | SH | $6.2M | 1.84% | 17,666 | — | — | |
| ▸ 10 | MSFT | SH | $5.2M | 1.53% | 13,958 | — | — |
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Frequently Asked Questions
What stocks does JEPPSON WEALTH MANAGEMENT, LLC hold as of Q2 2026?
JEPPSON WEALTH MANAGEMENT, LLC reported 242 positions worth $339.4M in its Q2 2026 13F filing. Largest positions: AAPL (8.1%), STIP (5.1%), NVDA (4.6%), LMT (2.9%) and VTIP (2.6%).
What did JEPPSON WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JEPPSON WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.