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JEPPSON WEALTH MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    manhattan beach, CA
  • Num holdings

    225

  • Value ($000)

    $315,847

  • Date Filed
    01/27/2026
  • Form type
    13F-HR
  • CIK
    0001831263
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC COM

STOCK
037833100
$26.26M
8 %

96,591

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$17.49M
6 %

170,803

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$15.21M
5 %

81,569

L
LMT

LOCKHEED MARTIN CORP COM

STOCK
539830109
$10.09M
3 %

20,859

V
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF
922020805
$8.89M
3 %

179,687

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.66M
2 %

28,833

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$6.56M
2 %

13,565

X
XOM

EXXON MOBIL CORP COM

STOCK
30231G102
$6.42M
2 %

53,389

G
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$5.83M
2 %

18,566

D
DIS

DISNEY WALT CO COM

STOCK
254687106
$5.44M
2 %

47,837

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