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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $314M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,520.0 $407K 0.13% NEW $54.18 +12.1%
142 MDT MEDTRONIC PLC SHS Healthcare 4,252.0 $405K 0.13% NEW $95.24 -17.1%
143 NUE NUCOR CORP COM Basic Materials 2,986.0 $404K 0.13% NEW $135.43 +80.2%
144 B BARRICK MNG CORP COM SHS Basic Materials 12,273.0 $402K 0.13% NEW $32.77 +22.5%
145 HON HONEYWELL INTL INC COM Industrials 1,902.0 $400K 0.13% NEW $210.50 +8.9%
146 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 1,419.0 $396K 0.13% NEW $279.29 +64.6%
147 APD AIR PRODS & CHEMS INC COM Basic Materials 1,453.0 $396K 0.13% NEW $272.72 +2.3%
148 KWEB KRANESHARES CSI CHINA INTERNET ETF 9,258.0 $389K 0.12% NEW $42.01 -40.0%
149 VBK VANGUARD SMALL-CAP GROWTH ETF 1,284.0 $382K 0.12% NEW $297.67 +19.3%
150 KIM KIMCO RLTY CORP COM Real Estate 17,055.0 $373K 0.12% NEW $21.85 +11.6%
151 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 6,211.0 $371K 0.12% NEW $59.74 +25.4%
152 MU MICRON TECHNOLOGY INC COM Technology 2,216.0 $371K 0.12% NEW $167.32 +584.2%
153 AEM AGNICO EAGLE MINES LTD COM Basic Materials 2,175.0 $367K 0.12% NEW $168.56 -1.1%
154 NEM NEWMONT CORP COM Basic Materials 4,343.0 $366K 0.12% NEW $84.32 +22.7%
155 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,060.0 $364K 0.12% NEW $89.77 -45.8%
156 EEM ISHARES MSCI EMERGING MARKETS ETF 6,765.0 $361K 0.12% NEW $53.40 +32.5%
157 DD DUPONT DE NEMOURS INC COM Basic Materials 4,625.0 $360K 0.12% NEW $77.90 -38.9%
158 COST COSTCO WHSL CORP NEW COM Consumer Defensive 388.0 $359K 0.12% NEW $925.73 +2.6%
159 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 2,515.0 $359K 0.11% NEW $142.56 +10.6%
160 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 1,372.0 $354K 0.11% NEW $258.36 -6.8%
Page 8 of 12  ·  225 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 30.0%
Communication Services 10.1%
Financial Services 9.7%
Industrials 9.1%
Healthcare 7.7%
Consumer Cyclical 6.4%
Energy 6.4%
Utilities 5.6%
Consumer Defensive 5.6%
Real Estate 5.0%