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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 10 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 1,292.0 $331K 0.10% $255.90 +25.2%
182 VBR VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF 1,353.0 $329K 0.10% -102.0 -7.0% $242.99 +1.0%
183 BDX BECTON DICKINSON & CO COM Healthcare 2,165.0 $328K 0.10% +939.0 +76.6% $151.33 +24.6%
184 PINE ALPINE INCOME PPTY TR INC COM Real Estate 15,731.0 $327K 0.10% +390.0 +2.5% $20.76 -7.1%
185 GD GENERAL DYNAMICS CORP COM Industrials 921.0 $326K 0.10% -310.0 -25.2% $354.24 +4.7%
186 FANG DIAMONDBACK ENERGY INC COM Energy 1,852.0 $326K 0.10% -52.0 -2.7% $175.78 +13.2%
187 DAL DELTA AIR LINES INC COM NEW Industrials 3,413.0 $320K 0.09% -41.0 -1.2% $93.66 -16.5%
188 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 18,261.0 $317K 0.09% +440.0 +2.5% $17.35 -7.1%
189 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 4,627.0 $314K 0.09% NEW $67.93 -6.3%
190 BRX BRIXMOR PPTY GROUP INC COM Real Estate 9,675.0 $305K 0.09% $31.53 -8.5%
191 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 8,553.0 $301K 0.09% NEW $35.22 +4.6%
192 POR PORTLAND GEN ELEC CO COM NEW Utilities 5,576.0 $289K 0.09% $51.83 -5.2%
193 TWLO TWILIO INC CL A Communication Services 1,399.0 $289K 0.09% NEW $206.33 +15.1%
194 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 806.0 $286K 0.08% NEW $354.57 -32.6%
195 TD TORONTO DOMINION BK ONT COM NEW Financial Services 2,349.0 $285K 0.08% -25.0 -1.1% $121.43 +0.1%
196 NSC NORFOLK SOUTHN CORP COM Industrials 900.0 $283K 0.08% $314.59 +9.7%
197 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 12,668.0 $282K 0.08% NEW $22.27 +6.5%
198 STWD STARWOOD PPTY TR INC COM Real Estate 16,944.0 $278K 0.08% +889.0 +5.5% $16.38 -3.6%
199 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,019.0 $277K 0.08% -32.0 -1.1% $91.68 -1.3%
200 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,877.0 $276K 0.08% -75.0 -1.9% $71.25 +2.3%
Page 10 of 13  ·  242 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%