DOSSIER · 13F-HR · Q2 2026

JEPPSON WEALTH MANAGEMENT, LLC

$339M in tracked AUM across 242 positions as of Q2 2026.

JW
CIK 0001831263 · last filed Jun 30, 2026
Total AUM
$339M
as of Q2 2026
Holdings
242
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JEPPSON WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$27M95K8.1%
02
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$17M170K5.1%
03
NVDA
NVIDIA CORPORATION COM
$16M78K4.6%
04
LMT
LOCKHEED MARTIN CORP COM
$10M19K2.9%
05
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$9M177K2.6%
06
AMZN
AMAZON COM INC COM
$7M28K2.0%
07
CSCO
CISCO SYS INC COM
$7M56K1.9%
08
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$6M47K1.9%
09
GOOG
ALPHABET INC CAP STK CL C
$6M18K1.8%
10
MSFT
MICROSOFT CORP COM
$5M14K1.5%

Filing history

2026Q2Jun 30
$339M 6.4%
242 positionsView →
2026Q1Mar 31
$319M 1.0%
235 positionsView →
2025Q4Dec 31
$316M 0.7%
225 positionsView →
2025Q3Sep 30
$314M 8.4%
225 positionsView →
2025Q2Jun 30
$289M 5.8%
211 positionsLocked
2025Q1Mar 31
$273M 0.9%
206 positionsLocked
2024Q4Dec 31
$276M 1.2%
199 positionsLocked
2024Q3Sep 30
$279M 6.5%
205 positionsLocked
2024Q2Jun 30
$262M 1.7%
205 positionsLocked
2024Q1Mar 31
$258M 6.7%
208 positionsLocked
2023Q4Dec 31
$242M 10.7%
203 positionsLocked
2023Q3Sep 30
$218M 5.1%
183 positionsLocked
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