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CIK: 0001831263
Total reported value
$339.4M
$339.4M
211 檔
20.9%
At the close of Q2 2025, Jeppson Wealth Management, LLC disclosed equity holdings valued at approximately $339.4M, spread across 211 reported holdings.
During Q2 2025, Jeppson Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.97% | +0.44% | -0.66% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.49% | -0.44% | -0.82% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.55% | +0.25% | -3.59% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.49% | -0.83% | -1.46% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.05% | -0.18% | +1.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.09% | -3.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.08% | -0.37% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.13% | -2.65% | EXIT | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.06% | -0.08% | -0.88% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.00% | -0.10% | -3.71% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.94% | -0.57% | -0.56% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | +0.56% | -0.47% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.30% | -0.77% | |
| 14 | AEP | American Electric Power | Stock-Utilities | 1.30% | -0.03% | -0.45% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.05% | -5.35% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.18% | +0.36% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.17% | -7.71% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.20% | -0.77% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.14% | +0.59% | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.00% | -0.08% | +0.12% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.00% | -0.11% | +0.96% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.05% | -1.62% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.16% | -2.17% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | +0.04% | +4.27% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.88% | +0.24% | +0.60% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.86% | -0.22% | -0.37% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +0.59% | -1.23% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.06% | +1.07% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.20% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.06% | -0.31% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.22% | +5.85% | |
| 32 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.78% | +0.01% | +4.93% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.75% | -0.12% | -0.58% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.74% | +0.01% | -1.24% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.05% | -1.82% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.69% | -0.01% | -0.28% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.05% | +3.36% | |
| 38 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.66% | +0.02% | -0.28% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.06% | -1.20% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.04% | -0.04% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.61% | -0.04% | -0.63% | |
| 42 | SRE | Sempra | Stock-Utilities | 0.60% | -0.08% | +0.05% | |
| 43 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.60% | -0.04% | -1.81% | |
| 44 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.60% | +0.08% | +15.94% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | — | -9.42% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.10% | +1.15% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.03% | -0.19% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | -0.06% | -1.38% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.04% | +8.26% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.51% | -0.22% | -0.17% |
According to official SEC Form 13F filings, Jeppson Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.4M across 211 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, STIP, NVDA) accounted for 20.9% of total reported equity market value during Q2 2025.
During Q2 2025, Jeppson Wealth Management, LLC's top holdings by market value included AAPL (7.0%)、STIP (6.5%)、NVDA (4.5%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q2 2025, Jeppson Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 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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