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Jeppson Wealth Management, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF—$364.5K2,5430.1%
AGNICO EAGLE MINES LTD COM—$359.4K2,1200.1%
COSTCO WHOLESALE CORP /NEW—$357.9K4150.1%
Archer-Daniels-Midland Co—$357.1K6,2110.1%
Air Products & Chemicals, Inc.—$356.2K1,4420.1%
VANGUARD INFORMATION TECHNOLOGY ETF—$351.3K4660.1%
Rivian Automotive, Inc. / DE—$351.3K17,8210.1%
TAKE TWO INTERACTIVE SOFTWARE INC—$346.7K1,3540.1%
Kimco Realty Corporation—$340.6K16,8050.1%
Marvell Technology, Inc.—$337.1K3,9670.1%
VICI PROPERTIES INC.—$332.9K11,8380.1%
Mondelez International, Inc.—$318.7K5,9200.1%
US BANCORP \DE—$313.6K5,8770.1%
DIAGEO PLC SPON ADR NEW—$313.1K3,6290.1%
BXP, Inc.—$311.8K4,6210.1%
United Parcel Service Inc—$311.8K3,1430.1%
KRANESHARES CSI CHINA INTERNET ETF—$308.4K9,0580.1%
VANGUARD SMALL CAP VALUE ETF—$308.2K1,4550.1%
Comcast Corp.—$295.8K9,8960.1%
CrowdStrike Holdings, Inc.—$295.3K6300.1%
STARWOOD PROPERTY TRUST, INC.—$289.2K16,0550.1%
Diamondback Energy, Inc.—$286.2K1,9040.1%
American Tower Corp—$284.4K1,6200.1%
HORMEL FOODS CORP /DE—$282.9K11,9350.1%
CLOROX CO /DE—$281.8K2,7950.1%
Chipotle Mexican Grill Inc—$279.4K7,5500.1%
GRAYSCALE BITCOIN TRUST ETF—$277.5K4,0600.1%
ISHARES GOLD TRUST—$273.5K3,3700.1%
Valero Energy Corp—$269.6K1,6560.1%
PORTLAND GENERAL ELECTRIC CO /OR—$268.8K5,6010.1%
GENUINE PARTS CO—$268.2K2,1810.1%
INTUIT INC.—$265.6K4010.1%
Corteva, Inc.—$265.4K3,9600.1%
Snowflake Inc.—$263.2K1,2000.1%
NORFOLK SOUTHERN CORP—$259.8K9000.1%
Alpine Income Property Trust, Inc.—$256.5K15,3410.1%
Brixmor Property Group Inc.—$253.7K9,6750.1%
LAS VEGAS SANDS CORP—$250.3K3,8460.1%
UGI CORP /PA—$247.4K6,6100.1%
VANGUARD FTSE DEVELOPED MARKETS ETF—$246.9K3,9520.1%
Dell Technologies Inc.—$245.1K1,9470.1%
COLGATE PALMOLIVE CO—$241.1K3,0510.1%
DELTA AIR LINES, INC.—$239.7K3,4540.1%
Becton Dickinson & Co—$237.9K1,2260.1%
GE Vernova Inc.—$237.2K3630.1%
ALTRIA GROUP, INC.—$234.9K4,0740.1%
Norwegian Cruise Line Holdings Ltd.—$234.5K10,5060.1%
Warner Bros. Discovery, Inc.—$230.4K7,9960.1%
TEXAS INSTRUMENTS INC—$228.8K1,3190.1%
OLD REPUBLIC INTERNATIONAL CORP—$228.2K5,0000.1%
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