Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JEPPSON WEALTH MANAGEMENT, LLC (CIK 1831263) reported $319.0M across 234 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($24.4M, 7.66%), STIP ($17.7M, 5.56%), NVDA ($13.9M, 4.37%), LMT ($11.9M, 3.72%), VTIP ($8.9M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $24.4M | 7.66% | 96,329 | Trimmed |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $17.7M | 5.56% | 171,466 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $13.9M | 4.37% | 79,857 | Trimmed |
| 4 | LMT | LOCKHEED MARTIN CORP COM | $11.9M | 3.72% | 19,643 | Trimmed |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.9M | 2.80% | 178,818 | Trimmed |
| 6 | XOM | EXXON MOBIL CORP COM | $8.4M | 2.65% | 49,768 | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $6.0M | 1.87% | 28,570 | Trimmed |
| 8 | T | AT&T INC COM | $5.6M | 1.75% | 192,467 | Trimmed |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $5.2M | 1.64% | 18,215 | Trimmed |
| 10 | MSFT | MICROSOFT CORP COM | $5.2M | 1.62% | 13,967 | Added |
| 11 | DIS | DISNEY WALT CO COM | $4.6M | 1.44% | 47,714 | Trimmed |
| 12 | AEP | AMERICAN ELEC PWR CO INC COM | $4.6M | 1.43% | 34,860 | Trimmed |
| 13 | VZ | VERIZON COMMUNICATIONS INC COM | $4.5M | 1.42% | 90,470 | Trimmed |
| 14 | CSCO | CISCO SYS INC COM | $4.4M | 1.38% | 56,567 | Trimmed |
| 15 | AVGO | BROADCOM INC COM | $4.0M | 1.25% | 12,844 | Trimmed |
| 16 | LLY | ELI LILLY & CO COM | $3.8M | 1.19% | 4,134 | Trimmed |
| 17 | ORCL | ORACLE CORP COM | $3.8M | 1.18% | 25,551 | Added |
| 18 | RTX | RTX CORPORATION COM | $3.7M | 1.16% | 19,221 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO COM | $3.7M | 1.16% | 12,557 | Trimmed |
| 20 | WMT | WALMART INC COM | $3.5M | 1.09% | 27,978 | Trimmed |
| 21 | WPM | WHEATON PRECIOUS METALS CORP COM | $3.4M | 1.08% | 26,316 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON COM | $3.4M | 1.06% | 13,886 | Trimmed |
| 23 | KMI | KINDER MORGAN INC DEL COM | $3.3M | 1.02% | 97,312 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION COM | $3.2M | 0.99% | 15,309 | Trimmed |
| 25 | FCX | FREEPORT MCMORAN INC CL B | $3.1M | 0.96% | 52,153 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31