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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 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW CORNING INC COM Technology 11,122.0 $2.8M 0.84% -2K -13.3% $255.43 -42.0%
22 INTC INTEL CORP COM Technology 20,059.0 $2.8M 0.82% -1K -5.5% $139.63 -35.9%
23 CAH CARDINAL HEALTH INC COM Healthcare 11,519.0 $2.7M 0.81% -1K -9.1% $237.57 -0.7%
24 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 28,696.0 $2.7M 0.80% -661.0 -2.2% $94.93 +8.2%
25 BAC BANK OF AMER CORP COM Financial Services 47,015.0 $2.7M 0.79% -7K -12.7% $56.98 +8.9%
26 CVX CHEVRON CORPORATION COM Energy 15,752.0 $2.6M 0.77% -100.0 -0.6% $165.76 +23.7%
27 MRK MERCK & CO INC COM Healthcare 20,022.0 $2.6M 0.76% -114.0 -0.6% $128.50 +15.2%
28 GLD SPDR GOLD SHARES Financial Services 6,821.0 $2.5M 0.74% -935.0 -12.1% $368.38 +10.3%
29 ABBV ABBVIE INC COM Healthcare 9,902.0 $2.5M 0.73% -196.0 -1.9% $251.64 +1.7%
30 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 51,155.0 $2.4M 0.72% -366.0 -0.7% $47.68 -4.6%
31 GILD GILEAD SCIENCES INC COM Healthcare 18,196.0 $2.3M 0.68% -585.0 -3.1% $126.34 +15.7%
32 META META PLATFORMS INC CL A Communication Services 4,040.0 $2.3M 0.67% -96.0 -2.3% $563.34 +1.3%
33 SPG SIMON PPTY GROUP INC NEW COM Real Estate 10,153.0 $2.3M 0.67% -301.0 -2.9% $223.65 -5.3%
34 SRE SEMPRA COM Utilities 22,510.0 $2.1M 0.61% -260.0 -1.1% $92.71 -11.9%
35 MU MICRON TECHNOLOGY INC COM Technology 1,806.0 $2.1M 0.61% -283.0 -13.6% $1154.29 -18.0%
36 WELL WELLTOWER INC COM Real Estate 8,799.0 $2.0M 0.59% -139.0 -1.6% $226.96 +3.4%
37 DUK DUKE ENERGY CORP NEW COM NEW Utilities 15,272.0 $1.9M 0.57% -346.0 -2.2% $126.58 -5.2%
38 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 6,268.0 $1.9M 0.56% -75.0 -1.2% $303.12 -1.5%
39 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,433.0 $1.8M 0.53% -21.0 -0.9% $736.42 -3.0%
40 WFC WELLS FARGO & CO COM Financial Services 20,341.0 $1.7M 0.49% -4K -16.3% $82.64 +4.7%
Page 2 of 6  ·  118 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%