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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 12 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BERKSHIRE HATHAWAY INC DEL CL B NEW 438.0 $219K 0.07% -4.0 -0.9% $500.39
222 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 4,579.0 $219K 0.07% NEW $47.81 -11.6%
223 VO VANGUARD MORNINGSTAR MID-CAP ETF 2,708.0 $218K 0.06% NEW $80.57 +2.4%
224 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 7,996.0 $213K 0.06% $26.66 +7.9%
225 MA MASTERCARD INCORPORATED CL A Financial Services 414.0 $213K 0.06% NEW $513.60 +15.9%
226 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 4,060.0 $211K 0.06% NEW $51.95 +0.0%
227 KWEB KRANESHARES CSI CHINA INTERNET ETF 8,598.0 $210K 0.06% -460.0 -5.1% $24.47 +7.6%
228 TMUS T-MOBILE US INC COM Communication Services 1,252.0 $210K 0.06% NEW $167.73 +8.1%
229 IWN ISHARES RUSSELL 2000 VALUE ETF 945.0 $209K 0.06% NEW $221.20 +0.9%
230 HRL HORMEL FOODS CORP COM Consumer Defensive 8,254.0 $205K 0.06% -4K -30.8% $24.82 -13.2%
231 ORI OLD REP INTL CORP COM Financial Services 5,000.0 $205K 0.06% $40.92 +2.8%
232 EXPAND ENERGY CORPORATION COM 2,225.0 $203K 0.06% NEW $91.19
233 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 524.0 $203K 0.06% NEW $386.73 +2.0%
234 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2,353.0 $201K 0.06% NEW $85.49 +2.4%
235 XEL XCEL ENERGY INC COM Utilities 2,500.0 $201K 0.06% NEW $80.30 -4.8%
236 FE FIRSTENERGY CORP COM Utilities 4,222.0 $201K 0.06% NEW $47.54 -3.5%
237 AES AES CORP COM Utilities 11,421.0 $167K 0.05% $14.66 +0.5%
238 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 16,248.0 $160K 0.05% +4K +32.2% $9.86 +10.3%
239 DNP DNP SELECT INCOME FD INC COM Financial Services 11,248.0 $121K 0.04% $10.79 +1.3%
240 JBLU JETBLUE AIRWAYS CORP COM Industrials 14,315.0 $82K 0.02% +150.0 +1.1% $5.73 -16.2%
Page 12 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%