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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 8 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SIL GLOBAL X SILVER MINERS ETF 6,358.0 $492K 0.14% -120.0 -1.9% $77.46 +25.1%
142 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 6,857.0 $491K 0.14% $71.62 -3.1%
143 EPD ENTERPRISE PRODS PARTNERS L P COM 13,300.0 $489K 0.14% -399.0 -2.9% $36.76
144 LRCX LAM RESEARCH CORP COM NEW Technology 1,096.0 $475K 0.14% NEW $433.33 -30.7%
145 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 6,191.0 $473K 0.14% $76.40 +7.1%
146 NWL NEWELL BRANDS INC COM Consumer Defensive 75,220.0 $462K 0.14% +42K +127.0% $6.14 -1.5%
147 UPS UNITED PARCEL SVCS INC CL B Industrials 4,274.0 $459K 0.14% +1K +36.0% $107.50 -2.6%
148 EEM ISHARES MSCI EMERGING MARKETS ETF 6,705.0 $459K 0.14% -60.0 -0.9% $68.41 -1.7%
149 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 1,240.0 $453K 0.13% -47.0 -3.6% $365.67 -4.5%
150 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,595.0 $453K 0.13% $59.69 +1.8%
151 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,075.0 $447K 0.13% -100.0 -8.5% $415.63 -5.8%
152 VGT VANGUARD INFORMATION TECHNOLOGY ETF 3,728.0 $446K 0.13% +3K +700.0% $119.51 +0.4%
153 B BARRICK MNG CORP COM SHS Basic Materials 11,992.0 $440K 0.13% -231.0 -1.9% $36.73 +21.8%
154 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,857.0 $439K 0.13% -250.0 -11.9% $236.62 +2.3%
155 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 4,570.0 $439K 0.13% -393.0 -7.9% $95.98 +20.1%
156 GDX VANECK GOLD MINERS ETF 5,724.0 $432K 0.13% -376.0 -6.2% $75.45 +29.8%
157 VLO VALERO ENERGY CORP COM Energy 1,656.0 $431K 0.13% $260.44 +38.3%
158 GEV GE VERNOVA INC COM Utilities 362.0 $425K 0.12% $1174.86 -23.9%
159 KIM KIMCO REALTY CORP COM Real Estate 16,670.0 $423K 0.12% -135.0 -0.8% $25.35 -6.4%
160 SWK STANLEY BLACK & DECKER INC COM Industrials 4,451.0 $419K 0.12% NEW $94.12 +2.9%
Page 8 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%