Jeppson Wealth Management, LLC Top Holdings and 13F Report (2026) About Jeppson Wealth Management, LLCInvestment ActivityJeppson Wealth Management, LLC has $339.41 million in total holdings as of June 30, 2026.Jeppson Wealth Management, LLC owns shares of 242 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 5.02% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Jeppson Wealth Management, LLC has purchased 235 new stocks and bought additional shares in 55 stocks.Jeppson Wealth Management, LLC sold shares of 131 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $27,480,179iShares 0-5 Year TIPS Bond ETF $17,372,206NVIDIA $15,669,399Lockheed Martin $9,793,961Vanguard Short-Term Inflation-Protected Securities ETF $8,896,353 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $6,455,782 Holding854502101 - Stanley Black & Decker $418,928 Holding007903107 - Advanced Micro Devices $365,392 Holding90138F102 - Twilio $288,656 Holding042068205 - ARM HOLDINGS PLC SPONSORED ADS $285,783 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP COM SHS 47,219 shares (about $6.46M)Vanguard Growth ETF 16,090 shares (about $1.39M)ProShares S&P 500 Aristocrats ETF 9,268 shares (about $520.49K)Stanley Black & Decker 4,451 shares (about $418.93K)Vanguard Information Technology ETF 3,262 shares (about $389.84K) Largest Sales this Quarter Apple 1,360 shares (about $393.53K)Corning 1,458 shares (about $372.42K)Eli Lilly and Company 291 shares (about $349.03K)Micron Technology 272 shares (about $313.97K)NVIDIA 1,545 shares (about $309.14K) 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$27,480,179$393,529 â–¼-1.4%94,9698.1%TechnologySTIPiShares 0-5 Year TIPS Bond ETF$17,372,206$144,761 â–¼-0.8%170,0495.1%ETFNVDANVIDIA$15,669,399$309,138 â–¼-1.9%78,3124.6%TechnologyLMTLockheed Martin$9,793,961$213,466 â–¼-2.1%19,2242.9%IndustrialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,896,353$85,693 â–¼-1.0%177,1122.6%ETFAMZNAmazon.com$6,623,469$185,905 â–¼-2.7%27,7902.0%Consumer DiscretionaryCSCOCisco Systems$6,568,215$76,114 â–¼-1.1%55,9191.9%TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$6,455,782$6,455,782 â–²New Holding47,2191.9%StockGOOGAlphabet$6,241,923$193,978 â–¼-3.0%17,6661.8%Communication ServicesMSFTMicrosoft$5,206,575$3,357 â–¼-0.1%13,9581.5%TechnologyAVGOBroadcom$4,844,789$7,177 â–¼-0.1%12,8251.4%TechnologyAEPAmerican Electric Power$4,742,665$26,541 â–¼-0.6%34,6661.4%UtilitiesDISWalt Disney$4,631,659$39,174 â–²0.9%48,1211.4%Communication ServicesLLYEli Lilly and Company$4,609,409$349,034 â–¼-7.0%3,8431.4%HealthcarePANWPalo Alto Networks$4,142,711$99,919 â–¼-2.4%12,1481.2%TechnologyJPMJPMorgan Chase & Co.$4,100,610$9,820 â–¼-0.2%12,5271.2%FinanceTAT&T$4,011,555$27,490 â–²0.7%193,7951.2%Communication ServicesVZVerizon Communications$3,811,395$19,095 â–¼-0.5%90,0191.1%Communication ServicesORCLOracle$3,657,595$86,904 â–¼-2.3%24,9581.1%TechnologyRTXRTX$3,446,466$200,356 â–¼-5.5%18,1651.0%IndustrialsJNJJohnson & Johnson$3,397,170$129,527 â–¼-3.7%13,3761.0%HealthcareFCXFreeport-McMoRan$3,299,713$19,810 â–²0.6%52,4681.0%MaterialsQCOMQualcomm$3,160,142$2,772 â–¼-0.1%17,1010.9%TechnologyWALMART INC COM$3,150,263$18,575 â–¼-0.6%27,8140.9%StockKMIKinder Morgan$3,077,429$33,632 â–¼-1.1%96,2600.9%EnergyWPMWheaton Precious Metals$2,919,421$36,392 â–¼-1.2%25,9920.9%MaterialsGOOGLAlphabet$2,898,333$91,489 â–¼-3.1%8,1100.9%Communication ServicesGLWCorning$2,840,892$372,417 â–¼-11.6%11,1220.8%TechnologySHOPIFY INC CL A SUB VTG SHS$2,807,229$4,681 â–²0.2%24,5860.8%StockINTCIntel$2,800,838$94,530 â–¼-3.3%20,0590.8%TechnologyCAHCardinal Health$2,736,558$148,481 â–¼-5.1%11,5190.8%HealthcareRIORio Tinto$2,724,111$11,866 â–¼-0.4%28,6960.8%MaterialsBACBank of America$2,678,910$119,145 â–¼-4.3%47,0150.8%FinanceCVXChevron$2,611,018$73,431 â–²2.9%15,7520.8%EnergyMRKMerck & Co., Inc.$2,572,887$21,331 â–¼-0.8%20,0220.8%HealthcareGLDSPDR Gold Shares$2,512,720$53,047 â–¼-2.1%6,8210.7%ETFABBVAbbVie$2,491,739$4,026 â–¼-0.2%9,9020.7%HealthcareOHIOmega Healthcare Investors$2,439,083$1,526 â–¼-0.1%51,1550.7%Real EstatePGProcter & Gamble$2,399,813$81,240 â–¼-3.3%16,3650.7%Consumer StaplesGILDGilead Sciences$2,298,920$7,581 â–¼-0.3%18,1960.7%HealthcareMETAMeta Platforms$2,275,874$4,507 â–²0.2%4,0400.7%Communication ServicesSPGSimon Property Group$2,270,718$2,460 â–¼-0.1%10,1530.7%Real EstateSRESempra Energy$2,086,902$20,396 â–¼-1.0%22,5100.6%UtilitiesMUMicron Technology$2,084,648$313,967 â–¼-13.1%1,8060.6%TechnologyWELLWelltower$1,997,018$22,696 â–¼-1.1%8,7990.6%Real EstateDUKDuke Energy$1,933,130$5,949 â–¼-0.3%15,2720.6%UtilitiesIBMInternational Business Machines$1,905,198$3,375 â–²0.2%6,7750.6%TechnologyVBVanguard Small-Cap ETF$1,899,982$22,734 â–¼-1.2%6,2680.6%ETFQQQInvesco QQQ$1,791,709$124,455 â–¼-6.5%2,4330.5%ETFSCHWCharles Schwab$1,765,330$3,691 â–²0.2%19,1320.5%FinanceWFCWells Fargo & Company$1,680,980$12,313 â–¼-0.7%20,3410.5%FinanceVUGVanguard Growth ETF$1,666,490$1,386,014 â–²494.2%19,3460.5%ETFTSLATesla$1,665,155$17,245 â–¼-1.0%3,9590.5%Consumer DiscretionarySOSouthern$1,653,103$4,307 â–²0.3%17,2720.5%UtilitiesPSXPhillips 66$1,645,026$7,269 â–¼-0.4%9,7310.5%EnergyOXYOccidental Petroleum$1,581,062$110,449 â–¼-6.5%32,5520.5%EnergyVTIVanguard Total Stock Market ETF$1,576,945$17,760 â–¼-1.1%4,2620.5%ETFWPCW.P. Carey$1,514,158$22,380 â–¼-1.5%21,1770.4%Real EstateCOPConocoPhillips$1,471,970$160,618 â–¼-9.8%14,1590.4%EnergyCATCaterpillar$1,449,329$149,086 â–¼-9.3%1,3610.4%IndustrialsBHPBHP Group$1,392,286$85,727 â–¼-5.8%16,7120.4%MaterialsABTAbbott Laboratories$1,342,317$102,899 â–²8.3%14,7930.4%HealthcareSDYSPDR S&P Dividend ETF$1,289,726$172,724 â–¼-11.8%8,4750.4%ETFAMGNAmgen$1,242,832$1,449 â–¼-0.1%3,4320.4%HealthcareBANK OF NY MELLON CORP COM$1,179,342$2,892 â–¼-0.2%8,1550.3%StockHDHome Depot$1,175,482$134,371 â–²12.9%3,3330.3%Consumer DiscretionaryBABoeing$1,172,312$1,082 â–¼-0.1%5,4160.3%IndustrialsMRVLMarvell Technology$1,168,622$14,299 â–¼-1.2%3,9230.3%TechnologyNNNNNN REIT$1,158,685$4,886 â–¼-0.4%24,9020.3%Real EstateNOCNorthrop Grumman$1,128,1220.0%2,2150.3%IndustrialsBMYBristol Myers Squibb$1,106,938$11,812 â–¼-1.1%19,2110.3%HealthcareCGCarlyle Group$1,088,375$49,437 â–¼-4.3%25,8460.3%FinanceUBERUber Technologies$1,064,504$115,023 â–¼-9.8%14,7520.3%IndustrialsNOBLProShares S&P 500 Aristocrats ETF$1,056,707$520,491 â–²97.1%18,8160.3%ETFKIMBERLY-CLARK CORP COM$1,048,852$145,335 â–¼-12.2%9,5550.3%StockALLAllstate$1,043,336$476 â–²0.0%4,3850.3%FinanceKYNKayne Anderson Energy Infrastructure Fund$1,043,255$7,565 â–¼-0.7%75,4340.3%FinanceCOFCapital One Financial$1,031,989$18,256 â–¼-1.7%5,1440.3%FinanceSCCOSouthern Copper$1,030,574$4,008 â–²0.4%5,9140.3%MaterialsDDominion Energy$1,026,672$4,780 â–¼-0.5%15,0340.3%UtilitiesMCDMcDonald's$1,002,309$194,353 â–²24.1%3,7080.3%Consumer DiscretionaryPEPPepsiCo$982,598$14,894 â–²1.5%7,2570.3%Consumer StaplesPFEPfizer$979,949$313 â–²0.0%40,6960.3%HealthcareORealty Income$961,120$152,669 â–²18.9%15,5120.3%Real EstateMELIMercadoLibre$953,933$56,014 â–²6.2%5620.3%Consumer DiscretionaryNVSNovartis$920,417$25,859 â–¼-2.7%5,8730.3%HealthcareBXBlackstone$875,347$31,653 â–²3.8%7,4390.3%FinanceNFLXNetflix$867,010$82,396 â–²10.5%12,1430.3%Communication ServicesUNILEVER PLC SPON ADR NEW$859,351$164,968 â–¼-16.1%14,2940.3%ADRSTAGStag Industrial$842,4200.0%22,1340.2%Real EstateCCitigroup$836,401$219,177 â–¼-20.8%5,9760.2%FinanceFRTFederal Realty Investment Trust$828,0360.0%6,7080.2%Real EstateDELLDell Technologies$803,379$36,674 â–¼-4.4%1,8620.2%TechnologyCRWDCrowdStrike$802,060$122,866 â–²18.1%1,0510.2%TechnologyTSNTyson Foods$793,829$99,901 â–²14.4%13,8660.2%Consumer StaplesADPAutomatic Data Processing$788,304$4,703 â–¼-0.6%3,5200.2%IndustrialsTRVTravelers Companies$782,3840.0%2,3700.2%FinanceRCLRoyal Caribbean Cruises$775,408$3,175 â–¼-0.4%2,4420.2%Consumer DiscretionaryUNPUnion Pacific$774,6560.0%2,8480.2%IndustrialsBRK.ABerkshire Hathaway$748,8500.0%10.2%FinanceShowing largest 100 holdings. 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