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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $339M AUM 242 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 52 Added 118 Reduced 15 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNOW SNOWFLAKE INC COM SHS Technology 1,590.0 $405K 0.12% +390.0 +32.5% $254.50 +28.9%
42 AEM AGNICO EAGLE MINES LTD COM Basic Materials 2,424.0 $376K 0.11% +304.0 +14.3% $155.13 +33.0%
43 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 4,579.0 $368K 0.11% +950.0 +26.2% $80.38 +15.7%
44 COIN COINBASE GLOBAL INC COM CL A Financial Services 2,349.0 $343K 0.10% +471.0 +25.1% $146.19 +22.2%
45 BDX BECTON DICKINSON & CO COM Healthcare 2,165.0 $328K 0.10% +939.0 +76.6% $151.33 +25.2%
46 PINE ALPINE INCOME PPTY TR INC COM Real Estate 15,731.0 $327K 0.10% +390.0 +2.5% $20.76 -5.9%
47 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 18,261.0 $317K 0.09% +440.0 +2.5% $17.35 -7.4%
48 STWD STARWOOD PPTY TR INC COM Real Estate 16,944.0 $278K 0.08% +889.0 +5.5% $16.38 -3.5%
49 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 82,155.0 $258K 0.08% +4K +5.1% $3.14 -8.9%
50 IAU ISHARES GOLD TRUST Financial Services 3,404.0 $257K 0.08% +34.0 +1.0% $75.51 +11.0%
51 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 16,248.0 $160K 0.05% +4K +32.2% $9.86 +10.3%
52 JBLU JETBLUE AIRWAYS CORP COM Industrials 14,315.0 $82K 0.02% +150.0 +1.1% $5.73 -16.2%
Page 3 of 3  ·  52 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 32.8%
Healthcare 9.4%
Financial Services 9.4%
Industrials 8.7%
Communication Services 7.0%
Consumer Cyclical 6.2%
Utilities 6.0%
Real Estate 5.6%
Consumer Defensive 5.6%
Basic Materials 5.1%