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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 3 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 29,738.0 $2.0M 0.63% NEW $66.01 +55.5%
42 DUK DUKE ENERGY CORP NEW COM NEW Utilities 15,657.0 $1.9M 0.62% NEW $123.75 -0.0%
43 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,805.0 $1.9M 0.61% NEW $282.16 -7.0%
44 ABT ABBOTT LABS COM Healthcare 13,648.0 $1.8M 0.58% NEW $133.94 -33.9%
45 SCHW SCHWAB CHARLES CORP COM Financial Services 18,918.0 $1.8M 0.58% NEW $95.47 -1.0%
46 MRK MERCK & CO INC COM Healthcare 20,184.0 $1.7M 0.54% NEW $83.93 +37.6%
47 CG CARLYLE GROUP INC COM Financial Services 26,505.0 $1.7M 0.53% NEW $62.70 -27.1%
48 TSLA TESLA INC COM Consumer Cyclical 3,721.0 $1.7M 0.53% NEW $444.72 -10.9%
49 SO SOUTHERN CO COM Utilities 17,347.0 $1.6M 0.52% NEW $94.77 -2.4%
50 VUG VANGUARD GROWTH ETF 3,364.0 $1.6M 0.52% NEW $479.65 -82.2%
51 VB VANGUARD SMALL-CAP ETF 6,295.0 $1.6M 0.51% NEW $254.28 +15.3%
52 WELL WELLTOWER INC COM Real Estate 8,963.0 $1.6M 0.51% NEW $178.15 +19.8%
53 UBER UBER TECHNOLOGIES INC COM Technology 16,139.0 $1.6M 0.50% NEW $97.97 -27.6%
54 COP CONOCOPHILLIPS COM Energy 15,957.0 $1.5M 0.48% NEW $94.59 +17.6%
55 NOC NORTHROP GRUMMAN CORP COM Industrials 2,443.0 $1.5M 0.47% NEW $609.32 -9.7%
56 VTI VANGUARD TOTAL STOCK MARKET ETF 4,481.0 $1.5M 0.47% NEW $328.18 +11.5%
57 WPC WP CAREY INC COM Real Estate 21,671.0 $1.5M 0.47% NEW $67.57 +12.7%
58 SDY SPDR S&P DIVIDEND ETF 10,395.0 $1.5M 0.46% NEW $140.05 +7.4%
59 OXY OCCIDENTAL PETE CORP COM Energy 30,669.0 $1.4M 0.46% NEW $47.25 +12.3%
60 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,405.0 $1.4M 0.46% NEW $600.34 +20.4%
Page 3 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%