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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 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 2,000.0 $273K 0.08% $136.68 +0.6%
202 MET METLIFE INC COM Financial Services 3,222.0 $273K 0.08% NEW $84.61 +14.1%
203 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 7,064.0 $269K 0.08% NEW $38.10 +3.2%
204 CAG CONAGRA BRANDS INC COM Consumer Defensive 19,886.0 $268K 0.08% -2K -10.5% $13.46 +19.5%
205 MO ALTRIA GROUP INC COM Consumer Defensive 3,670.0 $264K 0.08% -404.0 -9.9% $71.95 -4.6%
206 AMT AMERICAN TOWER CORP COM Real Estate 1,586.0 $259K 0.08% -34.0 -2.1% $163.57 +7.7%
207 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 82,155.0 $258K 0.08% +4K +5.1% $3.14 -8.9%
208 IAU ISHARES GOLD TRUST Financial Services 3,404.0 $257K 0.08% +34.0 +1.0% $75.51 +11.0%
209 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,550.0 $257K 0.08% $34.00 +11.9%
210 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 750.0 $248K 0.07% $330.46 -2.6%
211 WDC WESTERN DIGITAL CORP COM Technology 385.0 $246K 0.07% NEW $638.72 -28.1%
212 VOE VANGUARD MORNINGSTAR MID-CAP VALUE ETF 1,200.0 $237K 0.07% -10.0 -0.8% $197.60 +5.2%
213 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1,500.0 $237K 0.07% -38.0 -2.5% $158.03 +3.9%
214 SLB SLB LIMITED COM STK Energy 5,089.0 $237K 0.07% NEW $46.49 +23.3%
215 CARNIVAL CORP LTD COMMON SHARES 8,266.0 $236K 0.07% NEW $28.57
216 PKG PACKAGING CORP AMER COM Consumer Cyclical 976.0 $233K 0.07% $238.28 +0.9%
217 UGI UGI CORP NEW COM Utilities 6,610.0 $228K 0.07% $34.54 +10.0%
218 CVS CVS HEALTH CORP COM Healthcare 2,144.0 $222K 0.07% NEW $103.45 -10.0%
219 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 2,725.0 $221K 0.07% $81.16 -9.8%
220 ADBE ADOBE INC COM Technology 1,078.0 $221K 0.07% -320.0 -22.9% $205.02 +42.2%
Page 11 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%