JEPPSON WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$315.8M
Holdings
225
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (225 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $26.3M |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $17.5M |
NVDANVIDIA CORPORATION COM | $15.2M |
LMTLOCKHEED MARTIN CORP COM | $10.1M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.9M |
AMZNAMAZON COM INC COM | $6.7M |
MSFTMICROSOFT CORP COM | $6.6M |
XOMEXXON MOBIL CORP COM | $6.4M |
GOOGALPHABET INC CAP STK CL C | $5.8M |
DISDISNEY WALT CO COM | $5.4M |
ORCLORACLE CORP COM | $4.9M |
TAT&T INC COM | $4.8M |
AVGOBROADCOM INC COM | $4.6M |
LLYELI LILLY & CO COM | $4.5M |
CSCOCISCO SYS INC COM | $4.4M |
AEPAMERICAN ELEC PWR CO INC COM | $4.1M |
JPMJPMORGAN CHASE & CO. COM | $4.1M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $3.9M |
BACVERIZON COMMUNICATIONS INC COM | $3.8M |
RTXRTX CORPORATION COM | $3.6M |
WPMWHEATON PRECIOUS METALS CORP COM | $3.2M |
WMTWALMART INC COM | $3.1M |
GQ9SPDR GOLD SHARES | $3.1M |
BACBANK AMERICA CORP COM | $3.0M |
JNJJOHNSON & JOHNSON COM | $2.9M |
GOOGLALPHABET INC CAP STK CL A | $2.9M |
METAMETA PLATFORMS INC CL A | $2.7M |
QCOMQUALCOMM INC COM | $2.7M |
KMIKINDER MORGAN INC DEL COM | $2.7M |
FCXFREEPORT-MCMORAN INC CL B | $2.7M |
CAHCARDINAL HEALTH INC COM | $2.6M |
CVXCHEVRON CORP NEW COM | $2.4M |
RIORIO TINTO PLC SPONSORED ADR | $2.3M |
ABBVABBVIE INC COM | $2.3M |
GILDGILEAD SCIENCES INC COM | $2.3M |
OHIOMEGA HEALTHCARE INVS INC COM | $2.3M |
WFCWELLS FARGO CO NEW COM | $2.3M |
PANWPALO ALTO NETWORKS INC COM | $2.1M |
MRKMERCK & CO INC COM | $2.1M |
PGPROCTER & GAMBLE CO COM | $2.0M |
IBMINTERNATIONAL BUSINESS MACHS COM | $2.0M |
SRESEMPRA COM | $2.0M |
SPGSIMON PPTY GROUP INC NEW COM | $1.9M |
SCHWSCHWAB CHARLES CORP COM | $1.9M |
DUKDUKE ENERGY CORP NEW COM NEW | $1.8M |
TSLATESLA INC COM | $1.8M |
ABTABBOTT LABS COM | $1.7M |
WELLWELLTOWER INC COM | $1.7M |
VBVANGUARD SMALL-CAP ETF | $1.6M |
VUGVANGUARD GROWTH ETF | $1.6M |
CGCARLYLE GROUP INC COM | $1.6M |
SOSOUTHERN CO COM | $1.5M |
NDQINVESCO QQQ TRUST SERIES I | $1.5M |
COPCONOCOPHILLIPS COM | $1.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $1.5M |
OXYOCCIDENTAL PETE CORP COM | $1.4M |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $1.4M |
WPCWP CAREY INC COM | $1.4M |
NOCNORTHROP GRUMMAN CORP COM | $1.4M |
UBERUBER TECHNOLOGIES INC COM | $1.3M |
COFCAPITAL ONE FINL CORP COM | $1.3M |
PSXPHILLIPS 66 COM | $1.3M |
AMGNAMGEN INC COM | $1.2M |
BABOEING CO COM | $1.2M |
ULUNILEVER PLC SPON ADR NEW | $1.1M |
GLWCORNING INC COM | $1.1M |
MLB1MERCADOLIBRE INC COM | $1.1M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.1M |
HDHOME DEPOT INC COM | $1.0M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.0M |
KMBKIMBERLY-CLARK CORP COM | $1.0M |
PFEPFIZER INC COM | $1.0M |
PEPPEPSICO INC COM | $1.0M |
BXBLACKSTONE INC COM | $1.0M |
NNNNNN REIT INC COM | $993K |
BHPBHP GROUP LTD SPONSORED ADS | $989K |
BKBANK NEW YORK MELLON CORP COM | $980K |
NFLXNETFLIX INC. COM | $945K |
MCDMCDONALDS CORP COM | $944K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $942K |
ALSALLSTATE CORP COM | $912K |
CATCATERPILLAR INC COM | $888K |
TRVCCITIGROUP INC COM NEW | $886K |
DDOMINION ENERGY INC COM | $885K |
RCLROYAL CARIBBEAN GROUP COM | $865K |
KHCKRAFT HEINZ CO COM | $846K |
SCCOSOUTHERN COPPER CORP COM | $840K |
NVSNNOVARTIS AG SPONSORED ADR | $832K |
STAGSTAG INDUSTRIAL INC COM | $822K |
INTCINTEL CORP COM | $783K |
TSNTYSON FOODS INC CL A | $759K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $754K |
OREALTY INCOME CORP COM | $741K |
GISGENERAL MLS INC COM | $734K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $727K |
EMREMERSON ELEC CO COM | $693K |
TRVTRAVELERS COMPANIES INC COM | $687K |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $678K |
AMLPALERIAN MLP ETF | $676K |
EDCONSOLIDATED EDISON INC COM | $673K |
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