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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FANG DIAMONDBACK ENERGY INC COM Energy 1,904.0 $272K 0.09% NEW $143.10 +29.6%
182 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 18,556.0 $272K 0.09% NEW $14.68 +10.8%
183 NSC NORFOLK SOUTHN CORP COM Industrials 900.0 $270K 0.09% NEW $300.41 +0.0%
184 CTVA CORTEVA INC COM Basic Materials 3,960.0 $268K 0.09% NEW $67.63 +14.4%
185 BRX BRIXMOR PPTY GROUP INC COM Real Estate 9,675.0 $268K 0.09% NEW $27.68 +11.8%
186 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,193.0 $267K 0.09% NEW $83.53 +25.9%
187 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,332.0 $266K 0.09% NEW $79.94 +13.3%
188 DOW DOW INC COM Basic Materials 11,257.0 $258K 0.08% NEW $22.93 +41.7%
189 POR PORTLAND GEN ELEC CO COM NEW Utilities 5,701.0 $251K 0.08% NEW $44.00 +13.2%
190 MO ALTRIA GROUP INC COM Consumer Defensive 3,735.0 $247K 0.08% NEW $66.06 +4.4%
191 IAU ISHARES GOLD TRUST Financial Services 3,370.0 $245K 0.08% NEW $72.77 +9.4%
192 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,952.0 $237K 0.08% NEW $59.92 +20.1%
193 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 12,085.0 $229K 0.07% NEW $18.92 -47.3%
194 AMCOR PLC ORD 27,854.0 $228K 0.07% NEW $8.18
195 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 2,725.0 $227K 0.07% NEW $83.46 -4.9%
196 NKE NIKE INC CL B Consumer Cyclical 3,217.0 $224K 0.07% NEW $69.73 -36.6%
197 GEV GE VERNOVA INC COM Utilities 362.0 $223K 0.07% NEW $614.90 +70.6%
198 BERKSHIRE HATHAWAY INC DEL CL B NEW 442.0 $222K 0.07% NEW $502.74
199 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 2,000.0 $221K 0.07% NEW $110.59 +18.6%
200 BDX BECTON DICKINSON & CO COM Healthcare 1,181.0 $221K 0.07% NEW $187.17 -24.3%
Page 10 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%