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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $316M AUM 225 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 35 Added 78 Reduced 13 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 1,437.0 $437K 0.14% +18.0 +1.3% $303.89 +42.2%
22 COIN COINBASE GLOBAL INC COM CL A Financial Services 1,878.0 $425K 0.13% +139.0 +8.0% $226.14 -27.1%
23 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,558.0 $406K 0.13% +38.0 +0.5% $53.76 +11.3%
24 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 2,543.0 $365K 0.12% +28.0 +1.1% $143.35 +10.1%
25 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 415.0 $358K 0.11% +27.0 +7.0% $862.43 +12.0%
26 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 3,629.0 $313K 0.10% +381.0 +11.7% $86.27 -8.6%
27 CLX CLOROX CO DEL COM Consumer Defensive 2,795.0 $282K 0.09% +222.0 +8.6% $100.83 -5.8%
28 PINE ALPINE INCOME PPTY TR INC COM Real Estate 15,341.0 $257K 0.08% +1K +8.7% $16.72 +15.0%
29 BDX BECTON DICKINSON & CO COM Healthcare 1,226.0 $238K 0.07% +45.0 +3.8% $194.07 -27.0%
30 MO ALTRIA GROUP INC COM Consumer Defensive 4,074.0 $235K 0.07% +339.0 +9.1% $57.66 +19.6%
31 NKE NIKE INC CL B Consumer Cyclical 3,456.0 $220K 0.07% +239.0 +7.4% $63.71 -30.6%
32 SNAP SNAP INC CL A Communication Services 24,144.0 $195K 0.06% +3K +13.2% $8.07 -41.3%
33 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 78,155.0 $193K 0.06% +3K +3.9% $2.47 +27.1%
34 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 12,294.0 $165K 0.05% +209.0 +1.7% $13.40 -25.5%
35 GLDG GOLDMINING INC COM Basic Materials 14,000.0 $18K 0.01% +2K +16.7% $1.25 -22.1%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Communication Services 10.2%
Financial Services 10.0%
Industrials 8.8%
Healthcare 8.6%
Consumer Cyclical 6.4%
Energy 6.3%
Utilities 5.3%
Consumer Defensive 5.2%
Real Estate 5.0%