JEPPSON WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationmanhattan beach, CA
- Num holdings
211
- Value ($000)
$289,116
- Date Filed07/15/2025
- Form type13F-HR
- CIK0001831263
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $20.14M | 7 % | 98,158 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $18.77M | 7 % | 182,440 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $13.16M | 5 % | 83,291 | ||
LMT LOCKHEED MARTIN CORP COM | STOCK | 539830109 | $10.09M | 4 % | 21,791 | ||
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $8.83M | 3 % | 175,637 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $6.77M | 2 % | 13,604 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $6.44M | 2 % | 29,339 | ||
XOM EXXON MOBIL CORP COM | STOCK | 30231G102 | $6.15M | 2 % | 57,044 | ||
DIS DISNEY WALT CO COM | STOCK | 254687106 | $5.95M | 2 % | 47,973 | ||
ORCL ORACLE CORP COM | STOCK | 68389X105 | $5.77M | 2 % | 26,404 |
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