JEPPSON WEALTH MANAGEMENT, LLC

Est. AUM

$319.0M

13F long equity, this entity only

Positions

235

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	Stock	$24.4M	96329	7.66%	SOLE
2	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$17.7M	171466	5.56%	SOLE
3	NVIDIA CORPORATION COM	Stock	$13.9M	79857	4.37%	SOLE
4	LOCKHEED MARTIN CORP COM	Stock	$11.9M	19643	3.72%	SOLE
5	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$8.9M	178818	2.80%	SOLE
6	EXXON MOBIL CORP COM	Stock	$8.4M	49768	2.65%	SOLE
7	AMAZON COM INC COM	Stock	$6.0M	28570	1.87%	SOLE
8	AT&T INC COM	Stock	$5.6M	192467	1.75%	SOLE
9	ALPHABET INC CAP STK CL C	Stock	$5.2M	18215	1.64%	SOLE
10	MICROSOFT CORP COM	Stock	$5.2M	13967	1.62%	SOLE
11	DISNEY WALT CO COM	Stock	$4.6M	47714	1.44%	SOLE
12	AMERICAN ELEC PWR CO INC COM	Stock	$4.6M	34860	1.43%	SOLE
13	VERIZON COMMUNICATIONS INC COM	Stock	$4.5M	90470	1.42%	SOLE
14	CISCO SYS INC COM	Stock	$4.4M	56567	1.38%	SOLE
15	BROADCOM INC COM	Stock	$4.0M	12844	1.25%	SOLE
16	ELI LILLY & CO COM	Stock	$3.8M	4134	1.19%	SOLE
17	ORACLE CORP COM	Stock	$3.8M	25551	1.18%	SOLE
18	RTX CORPORATION COM	Stock	$3.7M	19221	1.16%	SOLE
19	JPMORGAN CHASE & CO COM	Stock	$3.7M	12557	1.16%	SOLE
20	WALMART INC COM	Stock	$3.5M	27978	1.09%	SOLE
21	WHEATON PRECIOUS METALS CORP COM	Stock	$3.4M	26316	1.08%	SOLE
22	JOHNSON & JOHNSON COM	Stock	$3.4M	13886	1.06%	SOLE
23	KINDER MORGAN INC DEL COM	Stock	$3.3M	97312	1.02%	SOLE
24	CHEVRON CORPORATION COM	Stock	$3.2M	15309	0.99%	SOLE
25	FREEPORT MCMORAN INC CL B	Stock	$3.1M	52153	0.96%	SOLE
26	SPDR GOLD SHARES	ETF	$3.0M	6965	0.94%	SOLE
27	SHOPIFY INC CL A SUB VTG SHS	Stock	$2.9M	24545	0.91%	SOLE
28	RIO TINTO PLC SPONSORED ADR	ADR	$2.7M	28821	0.84%	SOLE
29	CARDINAL HEALTH INC COM	Stock	$2.6M	12144	0.80%	SOLE
30	GILEAD SCIENCES INC COM	Stock	$2.5M	18256	0.80%	SOLE
31	PROCTER & GAMBLE CO COM	Stock	$2.4M	16919	0.77%	SOLE
32	MERCK & CO INC COM	Stock	$2.4M	20188	0.76%	SOLE
33	ALPHABET INC CAP STK CL A	Stock	$2.4M	8366	0.75%	SOLE
34	BANK OF AMER CORP COM	Stock	$2.4M	49106	0.75%	SOLE
35	META PLATFORMS INC CL A	Stock	$2.3M	4032	0.72%	SOLE
36	OCCIDENTAL PETE CORP COM	Stock	$2.3M	34826	0.71%	SOLE
37	OMEGA HEALTHCARE INVS INC COM	REIT	$2.2M	51187	0.70%	SOLE
38	SEMPRA COM	Stock	$2.2M	22730	0.69%	SOLE
39	QUALCOMM INC COM	Stock	$2.2M	17116	0.69%	SOLE
40	ABBVIE INC COM	Stock	$2.2M	9918	0.68%	SOLE
41	CONOCOPHILLIPS COM	Stock	$2.1M	15704	0.65%	SOLE
42	DUKE ENERGY CORP NEW COM NEW	Stock	$2.0M	15319	0.63%	SOLE
43	PALO ALTO NETWORKS INC COM	Stock	$2.0M	12441	0.63%	SOLE
44	SIMON PPTY GROUP INC NEW COM	REIT	$1.9M	10164	0.59%	SOLE
45	SCHWAB CHARLES CORP COM	Stock	$1.8M	19092	0.56%	SOLE
46	PHILLIPS 66 COM	Stock	$1.8M	9774	0.56%	SOLE
47	WELLTOWER INC COM	REIT	$1.8M	8899	0.55%	SOLE
48	CORNING INC COM	Stock	$1.7M	12580	0.54%	SOLE
49	SOUTHERN CO COM	Stock	$1.7M	17227	0.52%	SOLE
50	VANGUARD SMALL-CAP ETF	ETF	$1.7M	6343	0.52%	SOLE

1–50 of 235

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.