JEPPSON WEALTH MANAGEMENT, LLC
Q3 2026 13F filing
Updated 16 days ago244 disclosed positions worth $350.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC COM | $31.5M | 94.6K | 8.99% | Trimmed(-0.4%) |
| 2 | N NVIDIA CORPORATION COM | $17.6M | 77.2K | 5.03% | Trimmed(-1.5%) |
| 3 | E ISHARES 0-5 YEAR TIPS BOND ETF | $16.3M | 163.4K | 4.65% | Trimmed(-3.9%) |
| 4 | V VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $9.8M | 198.1K | 2.78% | Added(+11.9%) |
| 5 | L LOCKHEED MARTIN CORP COM | $9.6M | 18.9K | 2.74% | Trimmed(-1.9%) |
| 6 | X EXXONMOBIL HOLDINGS CORP COM SHS | $7.9M | 48.3K | 2.24% | Added(+2.3%) |
| 7 | M MICROSOFT CORP COM | $7M | 13.6K | 1.99% | Trimmed(-2.5%) |
| 8 | A AMAZON COM INC COM | $6.9M | 27.6K | 1.96% | Trimmed(-0.7%) |
| 9 | G ALPHABET INC CAP STK CL C | $6M | 17.7K | 1.72% | Added(+0.0%) |
| 10 | C CISCO SYS INC COM | $5.8M | 54.3K | 1.67% | Trimmed(-3.0%) |
| 11 | D DISNEY WALT CO COM | $5.2M | 49.4K | 1.48% | Added(+2.7%) |
| 12 | P PALO ALTO NETWORKS INC COM | $4.8M | 12.1K | 1.37% | Trimmed(-0.8%) |
| 13 | A BROADCOM INC COM | $4.7M | 13.2K | 1.33% | Added(+3.3%) |
| 14 | L ELI LILLY & CO COM | $4.3M | 3.7K | 1.23% | Trimmed(-3.3%) |
| 15 | A AMERICAN ELEC PWR CO INC COM | $4.2M | 35.3K | 1.19% | Added(+1.8%) |
| 16 | J JPMORGAN CHASE & CO COM | $4.1M | 12.4K | 1.17% | Trimmed(-1.0%) |
| 17 | V VERIZON COMMUNICATIONS INC COM | $4.1M | 89.4K | 1.17% | Trimmed(-0.7%) |
| 18 | A AT&T INC COM | $4.1M | 167.7K | 1.17% | Trimmed(-13.5%) |
| 19 | F FREEPORT MCMORAN INC CL B | $3.7M | 52.5K | 1.05% | Added(+0.0%) |
| 20 | J JOHNSON & JOHNSON COM | $3.5M | 13.4K | 1.01% | Unchanged |
| 21 | O ORACLE CORP COM | $3.4M | 25.0K | 0.98% | Added(+0.3%) |
| 22 | R RTX CORPORATION COM | $3.3M | 18.0K | 0.95% | Trimmed(-0.8%) |
| 23 | S SHOPIFY INC CL A SUB VTG SHS | $3.3M | 22.4K | 0.95% | Trimmed(-8.9%) |
| 24 | Q QUALCOMM INC COM | $3.2M | 17.4K | 0.92% | Added(+1.9%) |
| 25 | W WHEATON PRECIOUS METALS CORP COM | $3.2M | 23.7K | 0.90% | Trimmed(-8.8%) |
| 26 | C CHEVRON CORPORATION COM | $3M | 14.9K | 0.87% | Trimmed(-5.7%) |
| 27 | M META PLATFORMS INC CL A | $2.9M | 4.0K | 0.83% | Trimmed(-0.8%) |
| 28 | E KINDER MORGAN INC DEL COM | $2.9M | 96.2K | 0.83% | Trimmed(-0.1%) |
| 29 | M MERCK & CO INC COM | $2.9M | 19.8K | 0.82% | Trimmed(-1.1%) |
| 30 | W WALMART INC COM | $2.9M | 27.5K | 0.82% | Trimmed(-1.0%) |
| 31 | R RIO TINTO PLC SPONSORED ADR | $2.7M | 28.7K | 0.77% | Trimmed(-0.1%) |
| 32 | G SPDR GOLD SHARES | $2.7M | 7.0K | 0.76% | Added(+2.7%) |
| 33 | G ALPHABET INC CAP STK CL A | $2.6M | 7.6K | 0.75% | Trimmed(-5.9%) |
| 34 | S SPACE EXPLORATION TECHN CORP CLASS A COM STK | $2.6M | 17.3K | 0.74% | — |
| 35 | C CARDINAL HEALTH INC COM | $2.6M | 11.5K | 0.73% | Trimmed(-0.1%) |
| 36 | A ABBVIE INC COM | $2.6M | 9.8K | 0.73% | Trimmed(-1.3%) |
| 37 | B BANK OF AMER CORP COM | $2.5M | 46.6K | 0.72% | Trimmed(-0.9%) |
| 38 | G GILEAD SCIENCES INC COM | $2.5M | 16.7K | 0.71% | Trimmed(-8.3%) |
| 39 | P PROCTER & GAMBLE CO COM | $2.5M | 16.9K | 0.70% | Added(+3.1%) |
| 40 | P PHILLIPS 66 COM | $2.4M | 9.4K | 0.69% | Trimmed(-3.3%) |
| 41 | I INTEL CORP COM | $2.4M | 19.8K | 0.68% | Trimmed(-1.4%) |
| 42 | O OMEGA HEALTHCARE INVS INC COM | $2.3M | 50.3K | 0.66% | Trimmed(-1.7%) |
| 43 | S SIMON PPTY GROUP INC NEW COM | $2M | 10.1K | 0.58% | Trimmed(-0.6%) |
| 44 | W WELLTOWER INC COM | $2M | 8.8K | 0.58% | Unchanged |
| 45 | M MICRON TECHNOLOGY INC COM | $1.9M | 1.8K | 0.55% | Trimmed(-0.1%) |
| 46 | S CHARLES SCHWAB CORP (THE) COM | $1.9M | 19.1K | 0.53% | Trimmed(-0.3%) |
| 47 | Q INVESCO QQQ TRUST SERIES I | $1.8M | 2.5K | 0.52% | Added(+1.2%) |
| 48 | D DUKE ENERGY CORP NEW COM NEW | $1.8M | 15.6K | 0.51% | Added(+2.5%) |
| 49 | O OCCIDENTAL PETE CORP COM | $1.8M | 32.2K | 0.51% | Trimmed(-1.2%) |
| 50 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $1.8M | 6.2K | 0.50% | Trimmed(-1.3%) |