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CIK: 0001831263
Total reported value
$339.4M
$339.4M
206 檔
20.3%
According to the latest 13F quarterly dataset, Jeppson Wealth Management, LLC managed an equity portfolio of $339.4M at the end of Q1 2025, spanning 206 distinct U.S. exchange-listed positions.
In Q1 2025, Jeppson Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.03% | +0.44% | -0.48% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.97% | -0.44% | -0.08% | |
| 3 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.62% | -0.83% | +2.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | +0.25% | +0.56% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.15% | -0.18% | +2.40% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.42% | -2.65% | EXIT | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.08% | -0.43% | |
| 8 | T | At&t Inc | Stock-Comm Services | 2.02% | -0.57% | -1.33% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.09% | +1.43% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.75% | -0.08% | +0.25% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.17% | -6.38% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.46% | -0.30% | +3.80% | |
| 13 | AEP | American Electric Power | Stock-Utilities | 1.46% | -0.03% | -0.46% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.10% | -1.02% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.33% | +0.56% | -0.54% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.05% | -6.29% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.20% | +2.04% | |
| 18 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.01% | -0.11% | +2.20% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.14% | -1.89% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.16% | -0.26% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.22% | -2.86% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.06% | +4.27% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.06% | -0.60% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.24% | +2.14% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.88% | -0.08% | -0.59% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.05% | -1.30% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | +0.04% | -0.81% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.18% | +4.74% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.80% | -0.12% | -0.97% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.79% | -0.24% | +3.01% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.20% | — | |
| 32 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.79% | -0.22% | -0.64% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.05% | +1.30% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | — | -0.53% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | +0.59% | -1.20% | |
| 36 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.72% | +0.02% | -0.35% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.72% | -0.06% | -2.66% | |
| 38 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.69% | +0.01% | +18.12% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.67% | -0.04% | +51.57% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.04% | -0.36% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.01% | -2.10% | |
| 42 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.65% | +0.01% | -3.80% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.05% | -2.28% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.63% | -0.22% | — | |
| 45 | SRE | Sempra | Stock-Utilities | 0.60% | -0.08% | +10.53% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.03% | +0.70% | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.57% | +0.08% | -3.92% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.55% | -0.04% | -1.87% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.55% | +0.02% | -17.51% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.53% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 3 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 6 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | T | At&t Inc | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 13 | AEP | American Electric Power | — | NEW | New buy |
| 14 | ORCL | Oracle CORP | — | NEW | New buy |
| 15 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | CVX | Chevron CORP | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 25 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 27 | BAC | Bank Of America CORP | — | NEW | New buy |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 30 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 31 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 32 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 35 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 36 | OHI | Omega Healthcare Investors | — | NEW | New buy |
| 37 | DUK | Duke Energy CORP | — | NEW | New buy |
| 38 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 39 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 40 | ABT | Abbott Laboratories | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 43 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 44 | COP | Conocophillips | — | NEW | New buy |
| 45 | SRE | Sempra | — | NEW | New buy |
| 46 | SO | Southern Co/the | — | NEW | New buy |
| 47 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 48 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 49 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 50 | WELL | Welltower Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Jeppson Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.4M across 206 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, STIP, LMT) accounted for 20.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $21.9M
During Q1 2025, Jeppson Wealth Management, LLC's top holdings by market value included AAPL (8.0%)、STIP (7.0%)、LMT (3.6%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q1 2025, Jeppson Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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