DOSSIER · 13F-HR · Q3 2026

JEPPSON WEALTH MANAGEMENT, LLC

$350M in tracked AUM across 244 positions as of Q3 2026.

JW
CIK 0001831263 · last filed Sep 30, 2026
Total AUM
$350M
as of Q3 2026
Holdings
244
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

JEPPSON WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$31M95K9.0%
02
NVDA
NVIDIA CORPORATION COM
$18M77K5.0%
03
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$16M163K4.6%
04
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$10M198K2.8%
05
LMT
LOCKHEED MARTIN CORP COM
$10M19K2.7%
06
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$8M48K2.2%
07
MSFT
MICROSOFT CORP COM
$7M14K2.0%
08
AMZN
AMAZON COM INC COM
$7M28K2.0%
09
GOOG
ALPHABET INC CAP STK CL C
$6M18K1.7%
10
CSCO
CISCO SYS INC COM
$6M54K1.7%

Filing history

2026Q3Sep 30
$350M▲ 3.3%
244 positionsView →
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 positionsLocked
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
Showing 12 of 25