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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHW SCHWAB CHARLES CORP COM Financial Services 18,818.0 $1.9M 0.59% -100.0 -0.5% $99.91 -5.4%
22 ABT ABBOTT LABS COM Healthcare 13,288.0 $1.7M 0.53% -360.0 -2.6% $125.29 -29.4%
23 VUG VANGUARD GROWTH ETF 3,255.0 $1.6M 0.50% -109.0 -3.2% $487.80 -82.4%
24 CG CARLYLE GROUP INC COM Financial Services 26,295.0 $1.6M 0.49% -210.0 -0.8% $59.11 -22.7%
25 COP CONOCOPHILLIPS COM Energy 15,762.0 $1.5M 0.47% -195.0 -1.2% $93.61 +18.8%
26 VTI VANGUARD TOTAL STOCK MARKET ETF 4,355.0 $1.5M 0.46% -126.0 -2.8% $335.23 +9.1%
27 SDY STATE STREET SPDR S&P DIVIDEND ETF 10,045.0 $1.4M 0.44% -350.0 -3.4% $139.16 +8.0%
28 UBER UBER TECHNOLOGIES INC COM Technology 16,033.0 $1.3M 0.41% -106.0 -0.7% $81.71 -13.2%
29 COF CAPITAL ONE FINL CORP COM Financial Services 5,398.0 $1.3M 0.41% -40.0 -0.7% $242.36 -17.1%
30 BA BOEING CO COM Industrials 5,426.0 $1.2M 0.37% -40.0 -0.7% $217.10 +3.9%
31 GLW CORNING INC COM Technology 12,825.0 $1.1M 0.36% -275.0 -2.1% $87.56 +100.3%
32 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 9,925.0 $1.0M 0.33% -125.0 -1.2% $104.07 -47.3%
33 MCD MCDONALDS CORP COM Consumer Cyclical 3,089.0 $944K 0.30% -75.0 -2.4% $305.63 -7.1%
34 ALL ALLSTATE CORP COM Financial Services 4,383.0 $912K 0.29% -155.0 -3.4% $208.13 +6.5%
35 CAT CATERPILLAR INC COM Industrials 1,551.0 $889K 0.28% -66.0 -4.1% $572.87 +66.9%
36 KHC KRAFT HEINZ CO COM Consumer Defensive 34,889.0 $846K 0.27% -986.0 -2.8% $24.25 -4.3%
37 SCCO SOUTHERN COPPER CORP COM Basic Materials 5,859.0 $841K 0.27% -170.0 -2.8% $143.47 +33.6%
38 STAG STAG INDUSTRIAL INC COM Real Estate 22,369.0 $822K 0.26% -275.0 -1.2% $36.76 +1.4%
39 GIS GENERAL MLS INC COM Consumer Defensive 15,788.0 $734K 0.23% -3K -14.3% $46.50 -28.3%
40 ED CONSOLIDATED EDISON INC COM Utilities 6,780.0 $673K 0.21% -310.0 -4.4% $99.32 +7.8%
Page 2 of 4  ·  78 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%