Institutions / Jeppson Wealth Management, LLC
Jeppson Wealth Management, LLC
CIK 1831263 · Institution · as of Dec 31, 2025
Portfolio value
$315.85M
Positions
225
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 225 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $26.26M | 8.3% |
| iShares MSCI UAE ETF | $17.49M | 5.5% |
| NVIDIA Corp | $15.21M | 4.8% |
| Lockheed Martin Corp | $10.09M | 3.2% |
| Vanguard Short-Term Inflation-Protected Securities ETF | $8.89M | 2.8% |
| Amazon.com Inc | $6.66M | 2.1% |
| Microsoft Corp | $6.56M | 2.1% |
| Exxon Mobil Corp | $6.42M | 2.0% |
| Alphabet Inc. | $5.83M | 1.8% |
| Walt Disney Co | $5.44M | 1.7% |
| Oracle Corp | $4.93M | 1.6% |
| AT&T Inc. | $4.85M | 1.5% |
| Broadcom Inc. | $4.56M | 1.4% |
| ELI LILLY & Co | $4.50M | 1.4% |
| Cisco Systems, Inc. | $4.42M | 1.4% |
| American Electric Power Co Inc | $4.13M | 1.3% |
| JPMorgan Chase & Co | $4.05M | 1.3% |
| Shopify Inc Cl a Sub Vtg Shs | $3.89M | 1.2% |
| Verizon Communications Inc | $3.78M | 1.2% |
| RTX Corp | $3.59M | 1.1% |
| Wheaton Precious Metals Corp Com | $3.17M | 1.0% |
| Walmart Inc. | $3.14M | 1.0% |
| SPDR Gold Shares | $3.07M | 1.0% |
| Bank of America Corp /De | $2.96M | 0.9% |
| Johnson & Johnson | $2.94M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.