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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $316M AUM 225 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 35 Added 78 Reduced 13 Exited
Page 3 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,800.0 $2.0M 0.64% $296.21 -11.4%
42 SRE SEMPRA COM Utilities 22,770.0 $2.0M 0.64% $88.29 +2.2%
43 SPG SIMON PPTY GROUP INC NEW COM Real Estate 10,454.0 $1.9M 0.61% -55.0 -0.5% $185.11 +13.4%
44 SCHW SCHWAB CHARLES CORP COM Financial Services 18,818.0 $1.9M 0.59% -100.0 -0.5% $99.91 -5.4%
45 DUK DUKE ENERGY CORP NEW COM NEW Utilities 15,618.0 $1.8M 0.58% $117.21 +5.6%
46 TSLA TESLA INC COM Consumer Cyclical 3,901.0 $1.8M 0.56% +180.0 +4.8% $449.72 -11.9%
47 ABT ABBOTT LABS COM Healthcare 13,288.0 $1.7M 0.53% -360.0 -2.6% $125.29 -29.4%
48 WELL WELLTOWER INC COM Real Estate 8,938.0 $1.7M 0.53% $185.62 +15.0%
49 VB VANGUARD SMALL-CAP ETF 6,343.0 $1.6M 0.52% +48.0 +0.8% $257.95 +13.6%
50 VUG VANGUARD GROWTH ETF 3,255.0 $1.6M 0.50% -109.0 -3.2% $487.80 -82.4%
51 CG CARLYLE GROUP INC COM Financial Services 26,295.0 $1.6M 0.49% -210.0 -0.8% $59.11 -22.7%
52 SO SOUTHERN CO COM Utilities 17,342.0 $1.5M 0.48% $87.20 +6.1%
53 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,454.0 $1.5M 0.48% +49.0 +2.0% $614.35 +17.6%
54 COP CONOCOPHILLIPS COM Energy 15,762.0 $1.5M 0.47% -195.0 -1.2% $93.61 +18.8%
55 VTI VANGUARD TOTAL STOCK MARKET ETF 4,355.0 $1.5M 0.46% -126.0 -2.8% $335.23 +9.1%
56 OXY OCCIDENTAL PETE CORP COM Energy 35,034.0 $1.4M 0.46% +4K +14.2% $41.12 +29.0%
57 SDY STATE STREET SPDR S&P DIVIDEND ETF 10,045.0 $1.4M 0.44% -350.0 -3.4% $139.16 +8.0%
58 WPC WP CAREY INC COM Real Estate 21,656.0 $1.4M 0.44% $64.36 +18.3%
59 NOC NORTHROP GRUMMAN CORP COM Industrials 2,442.0 $1.4M 0.44% $570.21 -3.5%
60 UBER UBER TECHNOLOGIES INC COM Technology 16,033.0 $1.3M 0.41% -106.0 -0.7% $81.71 -13.2%
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 29.4%
Communication Services 10.2%
Financial Services 10.0%
Industrials 8.8%
Healthcare 8.6%
Consumer Cyclical 6.4%
Energy 6.3%
Utilities 5.3%
Consumer Defensive 5.2%
Real Estate 5.0%