JEPPSON WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationmanhattan beach, CA
- Num holdings
225
- Value ($000)
$313,502
- Date Filed10/15/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $24.78M | 8 % | 97,309 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $18.29M | 6 % | 176,961 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $15.51M | 5 % | 83,121 | ||
LMT LOCKHEED MARTIN CORP COM | STOCK | 539830109 | $10.77M | 3 % | 21,576 | ||
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $9.31M | 3 % | 183,802 | ||
ORCL ORACLE CORP COM | STOCK | 68389X105 | $7.16M | 2 % | 25,445 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $7.05M | 2 % | 13,619 | ||
XOM EXXON MOBIL CORP COM | STOCK | 30231G102 | $6.36M | 2 % | 56,439 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $6.35M | 2 % | 28,939 | ||
DIS DISNEY WALT CO COM | STOCK | 254687106 | $5.50M | 2 % | 48,063 |
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