Jeppson Wealth Management, LLC Top Holdings and 13F Report (2026) About Jeppson Wealth Management, LLCInvestment ActivityJeppson Wealth Management, LLC has $319.00 million in total holdings as of March 31, 2026.Jeppson Wealth Management, LLC owns shares of 235 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 2.64% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Jeppson Wealth Management, LLC has purchased 225 new stocks and bought additional shares in 56 stocks.Jeppson Wealth Management, LLC sold shares of 114 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $24,447,424iShares 0-5 Year TIPS Bond ETF $17,734,728NVIDIA $13,927,137Lockheed Martin $11,872,193Vanguard Short-Term Inflation-Protected Securities ETF $8,931,965 Largest New Holdings this Quarter 80105N105 - Sanofi $398,690 Holding91879Q109 - Vail Resorts $362,632 Holding670100205 - Novo Nordisk A/S $331,448 Holding03823U102 - Applied Optoelectronics $304,862 Holding01881G106 - AllianceBernstein $303,376 Holding Largest Purchases this Quarter Procter & Gamble 2,833 shares (about $409.20K)Sanofi 8,275 shares (about $398.69K)Vail Resorts 2,826 shares (about $362.63K)Novo Nordisk A/S 9,019 shares (about $331.45K)Applied Optoelectronics 3,604 shares (about $304.86K) Largest Sales this Quarter AMCOR PLC COM NEW 21,727 shares (about $863.65K)Lockheed Martin 1,216 shares (about $734.95K)ExxonMobil 3,621 shares (about $614.34K)SPDR Gold Shares 791 shares (about $340.36K)Wells Fargo & Company 3,810 shares (about $303.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJeppson Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$24,447,424$66,493 ▼-0.3%96,3297.7%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$17,734,728$68,574 ▲0.4%171,4665.6%ETFNVDANVIDIA$13,927,137$298,574 ▼-2.1%79,8574.4%Computer and TechnologyLMTLockheed Martin$11,872,193$734,948 ▼-5.8%19,6433.7%AerospaceVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,931,965$43,407 ▼-0.5%178,8182.8%ManufacturingXOMExxonMobil$8,443,639$614,339 ▼-6.8%49,7682.6%EnergyAMZNAmazon.com$5,950,274$54,775 ▼-0.9%28,5701.9%Retail/WholesaleTAT&T$5,579,614$75,403 ▼-1.3%192,4671.7%Computer and TechnologyGOOGAlphabet$5,225,244$100,690 ▼-1.9%18,2151.6%Computer and TechnologyMSFTMicrosoft$5,170,109$148,807 ▲3.0%13,9671.6%Computer and TechnologyDISWalt Disney$4,598,688$11,855 ▼-0.3%47,7141.4%Consumer DiscretionaryAEPAmerican Electric Power$4,569,443$119,938 ▼-2.6%34,8601.4%UtilitiesVZVerizon Communications$4,541,570$121,885 ▼-2.6%90,4701.4%Computer and TechnologyCSCOCisco Systems$4,389,065$64,012 ▼-1.4%56,5671.4%Computer and TechnologyAVGOBroadcom$3,975,443$101,522 ▼-2.5%12,8441.2%Computer and TechnologyLLYEli Lilly and Company$3,802,329$45,069 ▼-1.2%4,1341.2%MedicalORCLOracle$3,758,808$36,336 ▲1.0%25,5511.2%Computer and TechnologyRTXRTX$3,707,750$67,322 ▼-1.8%19,2211.2%AerospaceJPMJPMorgan Chase & Co.$3,693,855$5,589 ▼-0.2%12,5571.2%FinanceWALMART INC COM$3,477,160$25,602 ▼-0.7%27,9781.1%StockWPMWheaton Precious Metals$3,447,659$80,964 ▼-2.3%26,3161.1%Basic MaterialsJNJJohnson & Johnson$3,394,359$77,000 ▼-2.2%13,8861.1%MedicalKMIKinder Morgan$3,262,867$10,964 ▼-0.3%97,3121.0%EnergyCVXChevron$3,167,383$112,345 ▼-3.4%15,3091.0%EnergyFCXFreeport-McMoRan$3,065,553$38,207 ▼-1.2%52,1531.0%Basic MaterialsGLDSPDR Gold Shares$2,996,970$340,359 ▼-10.2%6,9650.9%FinanceSHOPIFY INC CL A SUB VTG SHS$2,911,528$47,922 ▲1.7%24,5450.9%StockRIORio Tinto$2,688,711$50,003 ▼-1.8%28,8210.8%Basic MaterialsCAHCardinal Health$2,566,199$110,940 ▼-4.1%12,1440.8%MedicalGILDGilead Sciences$2,544,375$73,170 ▼-2.8%18,2560.8%MedicalPGProcter & Gamble$2,443,816$409,204 ▲20.1%16,9190.8%Consumer StaplesMRKMerck & Co., Inc.$2,428,427$6,255 ▲0.3%20,1880.8%MedicalGOOGLAlphabet$2,405,773$255,071 ▼-9.6%8,3660.8%Computer and TechnologyBACBank of America$2,393,906$230,294 ▼-8.8%49,1060.8%FinanceMETAMeta Platforms$2,306,989$59,506 ▼-2.5%4,0320.7%Computer and TechnologyOXYOccidental Petroleum$2,263,673$13,520 ▼-0.6%34,8260.7%EnergyOHIOmega Healthcare Investors$2,243,031$14,636 ▼-0.6%51,1870.7%FinanceSRESempra Energy$2,208,674$3,887 ▼-0.2%22,7300.7%UtilitiesQCOMQualcomm$2,204,203$160,074 ▲7.8%17,1160.7%Computer and TechnologyABBVAbbVie$2,157,066$39,148 ▼-1.8%9,9180.7%MedicalCOPConocoPhillips$2,072,928$7,656 ▼-0.4%15,7040.6%EnergyDUKDuke Energy$2,005,870$39,151 ▼-1.9%15,3190.6%UtilitiesPANWPalo Alto Networks$1,994,541$133,226 ▲7.2%12,4410.6%Computer and TechnologySPGSimon Property Group$1,895,891$54,094 ▼-2.8%10,1640.6%FinanceSCHWCharles Schwab$1,794,284$25,751 ▲1.5%19,0920.6%FinancePSXPhillips 66$1,780,627$4,554 ▼-0.3%9,7740.6%EnergyWELLWelltower$1,759,326$7,710 ▼-0.4%8,8990.6%FinanceGLWCorning$1,710,503$33,313 ▼-1.9%12,5800.5%Computer and TechnologySOSouthern$1,662,750$11,100 ▼-0.7%17,2270.5%UtilitiesVBVanguard Small-Cap ETF$1,661,3780.0%6,3430.5%ETFIBMInternational Business Machines$1,639,284$8,968 ▼-0.5%6,7630.5%Computer and TechnologyWFCWells Fargo & Company$1,631,209$303,314 ▼-15.7%20,4900.5%FinanceNOCNorthrop Grumman$1,511,162$154,869 ▼-9.3%2,2150.5%AerospaceQQQInvesco QQQ$1,501,860$85,425 ▲6.0%2,6020.5%FinanceTSLATesla$1,487,000$36,803 ▲2.5%4,0000.5%Auto/Tires/TrucksWPCW.P. Carey$1,460,453$11,281 ▼-0.8%21,4900.5%FinanceVUGVanguard Growth ETF$1,422,317$437 ▲0.0%3,2560.4%ETFSDYSPDR S&P Dividend ETF$1,402,483$63,484 ▼-4.3%9,6100.4%ETFABTAbbott Laboratories$1,402,370$38,091 ▲2.8%13,6590.4%MedicalVTIVanguard Total Stock Market ETF$1,382,548$14,435 ▼-1.0%4,3100.4%ETFCGCarlyle Group$1,307,498$35,083 ▲2.8%27,0200.4%FinanceBHPBHP Group$1,290,488$98,563 ▲8.3%17,7410.4%Basic MaterialsAMGNAmgen$1,208,987$89,372 ▼-6.9%3,4360.4%MedicalBMYBristol Myers Squibb$1,177,580$9,158 ▼-0.8%19,4160.4%MedicalUBERUber Technologies$1,175,768$22,514 ▲2.0%16,3460.4%Computer and TechnologyPFEPfizer$1,142,386$5,841 ▼-0.5%40,6830.4%MedicalPEPPepsiCo$1,109,858$13,200 ▲1.2%7,1470.3%Consumer StaplesKYNKayne Anderson Energy Infrastructure Fund$1,085,004$1,585 ▼-0.1%75,9810.3%Financial ServicesBABoeing$1,078,859$995 ▼-0.1%5,4210.3%AerospaceCATCaterpillar$1,063,398$35,423 ▼-3.2%1,5010.3%IndustrialsNFLXNetflix$1,056,592$87,304 ▲9.0%10,9890.3%Consumer DiscretionaryNNNNNN REIT$1,051,027$2,900 ▼-0.3%25,0070.3%FinanceKIMBERLY-CLARK CORP COM$1,049,497$65,889 ▲6.7%10,8790.3%StockSCCOSouthern Copper$1,013,605$5,506 ▲0.5%5,8910.3%Basic MaterialsNOBLProShares S&P 500 Aristocrats ETF$1,012,183$39,966 ▼-3.8%9,5480.3%ETFHDHome Depot$970,883$23,022 ▼-2.3%2,9520.3%Retail/WholesaleUNILEVER PLC SPON ADR NEW$970,655$15,040 ▼-1.5%17,0380.3%ADRBKBNY$969,823$32,505 ▼-3.2%8,1750.3%FinanceCOFCapital One Financial$955,021$29,736 ▼-3.0%5,2350.3%FinanceDDominion Energy$933,729$618 ▼-0.1%15,1040.3%UtilitiesMCDMcDonald's$928,951$31,079 ▼-3.2%2,9890.3%Retail/WholesaleNVSNovartis$922,3050.0%6,0380.3%MedicalINTCIntel$915,080$22,065 ▼-2.4%20,7360.3%Computer and TechnologyMELIMercadoLibre$914,6520.0%5290.3%Retail/WholesaleALLAllstate$908,7240.0%4,3830.3%FinanceCCitigroup$855,338$6,351 ▼-0.7%7,5420.3%Financial ServicesBXBlackstone$824,478$77,733 ▲10.4%7,1700.3%FinanceDOWDOW$820,509$3,957 ▼-0.5%19,7000.3%Basic MaterialsORealty Income$798,251$6,546 ▼-0.8%13,0480.3%FinanceSTAGStag Industrial$798,152$8,474 ▼-1.1%22,1340.3%FinanceTSNTyson Foods$776,592$53,306 ▼-6.4%12,1210.2%Consumer StaplesAMLPAlerian MLP ETF$756,905$474 ▼-0.1%14,3790.2%ETFNEENextEra Energy$751,490$464 ▲0.1%8,0910.2%UtilitiesEDConsolidated Edison$727,861$39,500 ▼-5.1%6,4310.2%UtilitiesADPAutomatic Data Processing$719,460$190,989 ▲36.1%3,5410.2%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceFRTFederal Realty Investment Trust$712,457$2,761 ▼-0.4%6,7080.2%FinanceMUMicron Technology$702,032$3,716 ▼-0.5%2,0780.2%Computer and TechnologyTRVTravelers Companies$691,2820.0%2,3700.2%FinanceUNPUnion Pacific$690,9820.0%2,8480.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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