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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 3 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC CL A Communication Services 4,040.0 $2.3M 0.67% -96.0 -2.3% $563.34 +2.6%
42 SPG SIMON PPTY GROUP INC NEW COM Real Estate 10,153.0 $2.3M 0.67% -301.0 -2.9% $223.65 -4.1%
43 SRE SEMPRA COM Utilities 22,510.0 $2.1M 0.61% -260.0 -1.1% $92.71 -9.0%
44 MU MICRON TECHNOLOGY INC COM Technology 1,806.0 $2.1M 0.61% -283.0 -13.6% $1154.29 -19.2%
45 WELL WELLTOWER INC COM Real Estate 8,799.0 $2.0M 0.59% -139.0 -1.6% $226.96 +4.9%
46 DUK DUKE ENERGY CORP NEW COM NEW Utilities 15,272.0 $1.9M 0.57% -346.0 -2.2% $126.58 -5.0%
47 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,775.0 $1.9M 0.56% $281.21 -16.2%
48 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 6,268.0 $1.9M 0.56% -75.0 -1.2% $303.12 -0.8%
49 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,433.0 $1.8M 0.53% -21.0 -0.9% $736.42 -2.7%
50 SCHW SCHWAB CHARLES CORP COM Financial Services 19,132.0 $1.8M 0.52% +314.0 +1.7% $92.27 +19.4%
51 WFC WELLS FARGO & CO COM Financial Services 20,341.0 $1.7M 0.49% -4K -16.3% $82.64 +4.9%
52 VUG VANGUARD MORNINGSTAR GROWTH ETF 19,346.0 $1.7M 0.49% +16K +494.4% $86.14 +2.8%
53 TSLA TESLA INC COM Consumer Cyclical 3,959.0 $1.7M 0.49% +58.0 +1.5% $420.60 -17.1%
54 SO SOUTHERN CO COM Utilities 17,272.0 $1.7M 0.49% $95.71 -7.8%
55 PSX PHILLIPS 66 COM Energy 9,731.0 $1.6M 0.48% -68.0 -0.7% $169.05 +44.3%
56 OXY OCCIDENTAL PETE CORP COM Energy 32,552.0 $1.6M 0.47% -2K -7.1% $48.57 +21.7%
57 VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF 4,262.0 $1.6M 0.47% -93.0 -2.1% $370.00 +2.5%
58 WPC WP CAREY INC COM Real Estate 21,177.0 $1.5M 0.45% -479.0 -2.2% $71.50 -1.4%
59 COP CONOCOPHILLIPS COM Energy 14,159.0 $1.5M 0.43% -2K -10.2% $103.96 +25.4%
60 CAT CATERPILLAR INC COM Industrials 1,361.0 $1.4M 0.43% -190.0 -12.2% $1064.90 -24.9%
Page 3 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%