Jeppson Wealth Management, LLC

13F filer · CIK 0001831263

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$339MU.S. long equity reported on 13F

Positions21616 new · 12 closed

Net flow last quarter-$1.36MBuys minus sells

Top 10 positions weight27.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026216 positions
AAPLApple Inc.	$27.5M	8.10%	0.00%	-1.4%	Q3 2020
NVDANvidia Corp	$15.7M	4.62%	0.00%	-1.9%	Q3 2020
LMTLockheed Martin Corp	$9.79M	2.89%	0.01%	-2.1%	Q3 2020
AMZNAmazon Com Inc	$6.62M	1.95%	0.00%	-2.7%	Q3 2020
CSCOCisco Systems, Inc.	$6.57M	1.94%	0.00%	-1.2%	Q3 2020
XOMExxonMobil Holdings Corp	$6.46M	1.90%	0.00%	-5.1%	Q3 2020
GOOGAlphabet Inc.	$6.24M	1.84%	Not reported	-3.0%	Q3 2020
MSFTMicrosoft Corp	$5.21M	1.53%	0.00%	-0.1%	Q3 2020
AVGOBroadcom Inc.	$4.84M	1.43%	0.00%	-0.2%	Q3 2020
AEPAmerican Electric Power Co Inc	$4.74M	1.40%	0.01%	-0.6%	Q3 2020
DISWalt Disney Co	$4.63M	1.36%	0.00%	+0.9%	Q3 2020
LLYELI LILLY & Co	$4.61M	1.36%	0.00%	-7.0%	Q3 2020
PANWPalo Alto Networks Inc	$4.14M	1.22%	0.00%	-2.4%	Q3 2020
JPMJPMorgan Chase & Co	$4.1M	1.21%	0.00%	-0.2%	Q3 2020
TAt&T Inc.	$4.01M	1.18%	0.00%	+0.7%	Q3 2020
VZVerizon Communications Inc	$3.81M	1.12%	0.00%	-0.5%	Q3 2020
ORCLOracle Corp	$3.66M	1.08%	0.00%	-2.3%	Q3 2020
RTXRTX Corp	$3.45M	1.02%	0.00%	-5.5%	Q3 2020
JNJJohnson & Johnson	$3.4M	1.00%	0.00%	-3.7%	Q3 2020
FCXFreeport-Mcmoran Inc	$3.3M	0.97%	0.00%	+0.6%	Q3 2021
QCOMQualcomm Inc	$3.16M	0.93%	0.00%	-0.1%	Q3 2020
WMTWalmart Inc.	$3.15M	0.93%	0.00%	-0.6%	Q3 2020
KMIKinder Morgan, Inc.	$3.08M	0.91%	0.00%	-1.1%	Q3 2020
WPMWheaton Precious Metals Corp.	$2.92M	0.86%	0.01%	-1.2%	Q3 2020
GOOGLAlphabet Inc.	$2.9M	0.85%	0.00%	-3.1%	Q3 2020
GLWCorning Inc	$2.84M	0.84%	0.00%	-11.6%	Q3 2020
SHOPShopify Inc.	$2.81M	0.83%	0.01%	+0.2%	Q3 2020
INTCIntel Corp	$2.8M	0.83%	0.00%	-3.3%	Q3 2020
CAHCardinal Health Inc	$2.74M	0.81%	0.00%	-5.2%	Q3 2020
RIORio Tinto PLC	$2.72M	0.80%	0.00%	-0.4%	Q3 2020
BACBank of America Corp	$2.68M	0.79%	0.00%	-4.3%	Q3 2020
CVXChevron Corp	$2.61M	0.77%	0.00%	+2.9%	Q3 2020
MRKMerck & Co., Inc.	$2.57M	0.76%	0.00%	-0.8%	Q3 2020
GLDSPDR Gold Trust	$2.51M	0.74%	0.00%	-2.1%	Q3 2020
ABBVAbbVie Inc.	$2.49M	0.73%	0.00%	-0.2%	Q3 2020
OHIOmega Healthcare Investors Inc	$2.44M	0.72%	0.02%	-0.1%	Q3 2020
PGPROCTER & GAMBLE Co	$2.4M	0.71%	0.00%	-3.3%	Q3 2020
GILDGilead Sciences, Inc.	$2.3M	0.68%	0.00%	-0.3%	Q3 2020
METAMeta Platforms, Inc.	$2.28M	0.67%	Not reported	+0.2%	Q3 2020
SPGSimon Property Group Inc.	$2.27M	0.67%	126.91%	-0.1%	Q3 2020
SRESempra	$2.09M	0.61%	0.00%	-1.0%	Q3 2020
MUMicron Technology Inc	$2.08M	0.61%	0.00%	-13.1%	Q3 2020
WELLWelltower Inc.	$2M	0.59%	0.00%	-1.1%	Q3 2020
DUKDuke Energy CORP	$1.93M	0.57%	0.00%	-0.3%	Q3 2020
IBMInternational Business Machines Corp	$1.91M	0.56%	0.00%	+0.2%	Q3 2020
QQQInvesco QQQ Trust, Series 1	$1.79M	0.53%	Not reported	-6.5%	Q3 2020
SCHWSchwab Charles Corp	$1.77M	0.52%	0.00%	+0.2%	Q3 2020
WFCWells Fargo & Company	$1.68M	0.50%	0.00%	-0.7%	Q3 2020
TSLATesla, Inc.	$1.67M	0.49%	0.00%	-1.0%	Q3 2020
SOSouthern Co	$1.65M	0.49%	0.00%	+0.3%	Q3 2020

Q1 2026Reported Apr 14, 2026212 positions
AAPLApple Inc.	$24.4M	7.66%	0.00%	-0.3%	Q3 2020
NVDANvidia Corp	$13.9M	4.37%	0.00%	-2.1%	Q3 2020
LMTLockheed Martin Corp	$11.9M	3.72%	0.01%	-5.8%	Q3 2020
XOMExxonMobil Holdings Corp	$8.44M	2.65%	0.00%	-6.8%	Q3 2020
AMZNAmazon Com Inc	$5.95M	1.87%	0.00%	-0.9%	Q3 2020
TAt&T Inc.	$5.58M	1.75%	0.00%	-1.3%	Q3 2020
GOOGAlphabet Inc.	$5.23M	1.64%	Not reported	-1.9%	Q3 2020
MSFTMicrosoft Corp	$5.17M	1.62%	0.00%	+3.0%	Q3 2020
DISWalt Disney Co	$4.6M	1.44%	0.00%	-0.3%	Q3 2020
AEPAmerican Electric Power Co Inc	$4.57M	1.43%	0.01%	-2.6%	Q3 2020
VZVerizon Communications Inc	$4.54M	1.42%	0.00%	-2.6%	Q3 2020
CSCOCisco Systems, Inc.	$4.39M	1.38%	0.00%	-1.4%	Q3 2020
AVGOBroadcom Inc.	$3.98M	1.25%	0.00%	-2.5%	Q3 2020
LLYELI LILLY & Co	$3.8M	1.19%	0.00%	-1.2%	Q3 2020
ORCLOracle Corp	$3.76M	1.18%	0.00%	+1.0%	Q3 2020
RTXRTX Corp	$3.71M	1.16%	0.00%	-1.8%	Q3 2020
JPMJPMorgan Chase & Co	$3.69M	1.16%	0.00%	-0.2%	Q3 2020
WMTWalmart Inc.	$3.48M	1.09%	0.00%	-0.7%	Q3 2020
WPMWheaton Precious Metals Corp.	$3.45M	1.08%	0.01%	-2.3%	Q3 2020
JNJJohnson & Johnson	$3.39M	1.06%	0.00%	-2.2%	Q3 2020
KMIKinder Morgan, Inc.	$3.26M	1.02%	0.00%	-0.3%	Q3 2020
CVXChevron Corp	$3.17M	0.99%	0.00%	-3.4%	Q3 2020
FCXFreeport-Mcmoran Inc	$3.07M	0.96%	0.00%	-1.2%	Q3 2021
GLDSPDR Gold Trust	$3M	0.94%	0.00%	-10.2%	Q3 2020
SHOPShopify Inc.	$2.91M	0.91%	0.01%	+1.7%	Q3 2020
RIORio Tinto PLC	$2.69M	0.84%	0.00%	-1.8%	Q3 2020
CAHCardinal Health Inc	$2.57M	0.80%	0.01%	-4.1%	Q3 2020
GILDGilead Sciences, Inc.	$2.54M	0.80%	0.00%	-2.8%	Q3 2020
PGPROCTER & GAMBLE Co	$2.44M	0.77%	0.00%	+20.1%	Q3 2020
MRKMerck & Co., Inc.	$2.43M	0.76%	0.00%	+0.3%	Q3 2020
GOOGLAlphabet Inc.	$2.41M	0.75%	0.00%	-9.6%	Q3 2020
BACBank of America Corp	$2.39M	0.75%	0.00%	-8.8%	Q3 2020
METAMeta Platforms, Inc.	$2.31M	0.72%	Not reported	-2.5%	Q3 2020
OXYOccidental Petroleum Corp	$2.26M	0.71%	0.00%	-0.6%	Q3 2020
OHIOmega Healthcare Investors Inc	$2.24M	0.70%	0.02%	-0.7%	Q3 2020
SRESempra	$2.21M	0.69%	0.00%	-0.2%	Q3 2020
QCOMQualcomm Inc	$2.2M	0.69%	0.00%	+7.8%	Q3 2020
ABBVAbbVie Inc.	$2.16M	0.68%	0.00%	-1.8%	Q3 2020
COPConocophillips	$2.07M	0.65%	0.00%	-0.4%	Q3 2020
DUKDuke Energy CORP	$2.01M	0.63%	0.00%	-1.9%	Q3 2020
PANWPalo Alto Networks Inc	$1.99M	0.63%	0.00%	+7.2%	Q3 2020
SPGSimon Property Group Inc.	$1.9M	0.59%	127.05%	-2.8%	Q3 2020
SCHWSchwab Charles Corp	$1.79M	0.56%	0.00%	+1.5%	Q3 2020
PSXPhillips 66	$1.78M	0.56%	0.00%	-0.3%	Q3 2020
WELLWelltower Inc.	$1.76M	0.55%	0.00%	-0.4%	Q3 2020
GLWCorning Inc	$1.71M	0.54%	0.00%	-1.9%	Q3 2020
SOSouthern Co	$1.66M	0.52%	0.00%	-0.7%	Q3 2020
IBMInternational Business Machines Corp	$1.64M	0.51%	0.00%	-0.5%	Q3 2020
WFCWells Fargo & Company	$1.63M	0.51%	0.00%	-15.7%	Q3 2020
NOCNorthrop Grumman Corp	$1.51M	0.47%	0.00%	-9.3%	Q3 2020

Q4 2025Reported Jan 27, 2026201 positions
AAPLApple Inc.	$26.3M	8.31%	0.00%	-0.7%	Q3 2020
NVDANvidia Corp	$15.2M	4.82%	0.00%	-1.9%	Q3 2020
LMTLockheed Martin Corp	$10.1M	3.19%	0.01%	-3.3%	Q3 2020
AMZNAmazon Com Inc	$6.66M	2.11%	0.00%	-0.4%	Q3 2020
MSFTMicrosoft Corp	$6.56M	2.08%	0.00%	-0.4%	Q3 2020
XOMExxonMobil Holdings Corp	$6.42M	2.03%	0.00%	-5.4%	Q3 2020
GOOGAlphabet Inc.	$5.83M	1.84%	Not reported	-2.2%	Q3 2020
DISWalt Disney Co	$5.44M	1.72%	0.00%	-0.5%	Q3 2020
ORCLOracle Corp	$4.93M	1.56%	0.00%	-0.6%	Q3 2020
TAt&T Inc.	$4.85M	1.53%	0.00%	+3.1%	Q3 2020
AVGOBroadcom Inc.	$4.56M	1.44%	0.00%	+0.1%	Q3 2020
LLYELI LILLY & Co	$4.5M	1.42%	0.00%	-3.6%	Q3 2020
CSCOCisco Systems, Inc.	$4.42M	1.40%	0.00%	-0.8%	Q3 2020
AEPAmerican Electric Power Co Inc	$4.13M	1.31%	0.01%	-0.2%	Q3 2020
JPMJPMorgan Chase & Co	$4.05M	1.28%	0.00%	-0.2%	Q3 2020
SHOPShopify Inc.	$3.89M	1.23%	0.01%	-2.9%	Q3 2020
VZVerizon Communications Inc	$3.78M	1.20%	0.00%	+5.6%	Q3 2020
RTXRTX Corp	$3.59M	1.14%	0.00%	-2.3%	Q3 2020
WPMWheaton Precious Metals Corp.	$3.17M	1.00%	0.01%	-1.7%	Q3 2020
WMTWalmart Inc.	$3.14M	0.99%	0.00%	-0.2%	Q3 2020
GLDSPDR Gold Trust	$3.07M	0.97%	0.00%	+1.0%	Q3 2020
BACBank of America Corp	$2.96M	0.94%	0.00%	-0.2%	Q3 2020
JNJJohnson & Johnson	$2.94M	0.93%	0.00%	-4.9%	Q3 2020
GOOGLAlphabet Inc.	$2.9M	0.92%	0.00%	-0.3%	Q3 2020
METAMeta Platforms, Inc.	$2.73M	0.86%	Not reported	+7.3%	Q3 2020
QCOMQualcomm Inc	$2.72M	0.86%	0.00%	-0.2%	Q3 2020
KMIKinder Morgan, Inc.	$2.68M	0.85%	0.00%	0.0%	Q3 2020
FCXFreeport-Mcmoran Inc	$2.68M	0.85%	0.00%	-1.9%	Q3 2021
CAHCardinal Health Inc	$2.6M	0.82%	0.01%	Not reported	Q3 2020
CVXChevron Corp	$2.42M	0.76%	0.00%	-0.2%	Q3 2020
RIORio Tinto PLC	$2.35M	0.74%	0.00%	-1.3%	Q3 2020
ABBVAbbVie Inc.	$2.31M	0.73%	0.00%	Not reported	Q3 2020
GILDGilead Sciences, Inc.	$2.31M	0.73%	0.00%	-1.2%	Q3 2020
OHIOmega Healthcare Investors Inc	$2.28M	0.72%	0.02%	-0.3%	Q3 2020
WFCWells Fargo & Company	$2.26M	0.72%	0.00%	-2.1%	Q3 2020
PANWPalo Alto Networks Inc	$2.14M	0.68%	0.00%	-0.2%	Q3 2020
MRKMerck & Co., Inc.	$2.12M	0.67%	0.00%	-0.2%	Q3 2020
PGPROCTER & GAMBLE Co	$2.02M	0.64%	0.00%	-2.6%	Q3 2020
IBMInternational Business Machines Corp	$2.01M	0.64%	0.00%	-0.1%	Q3 2020
SRESempra	$2.01M	0.64%	0.00%	-0.4%	Q3 2020
SPGSimon Property Group Inc.	$1.94M	0.61%	130.68%	-0.5%	Q3 2020
SCHWSchwab Charles Corp	$1.88M	0.60%	0.00%	-0.5%	Q3 2020
DUKDuke Energy CORP	$1.83M	0.58%	0.00%	-0.3%	Q3 2020
TSLATesla, Inc.	$1.75M	0.56%	0.00%	+4.8%	Q3 2020
ABTAbbott Laboratories	$1.66M	0.53%	0.00%	-2.6%	Q3 2020
WELLWelltower Inc.	$1.66M	0.53%	0.00%	-0.3%	Q3 2020
CGCarlyle Group Inc.	$1.55M	0.49%	0.01%	-0.8%	Q3 2020
SOSouthern Co	$1.51M	0.48%	0.00%	0.0%	Q3 2020
QQQInvesco QQQ Trust, Series 1	$1.51M	0.48%	Not reported	+2.0%	Q3 2020
COPConocophillips	$1.48M	0.47%	0.00%	-1.2%	Q3 2020

Q3 2025Reported Oct 15, 2025199 positions
AAPLApple Inc.	$24.8M	7.90%	0.00%	-0.9%	Q3 2020
NVDANvidia Corp	$15.5M	4.95%	0.00%	-0.2%	Q3 2020
LMTLockheed Martin Corp	$10.8M	3.44%	0.01%	-1.0%	Q3 2020
ORCLOracle Corp	$7.16M	2.28%	0.00%	-3.6%	Q3 2020
MSFTMicrosoft Corp	$7.05M	2.25%	0.00%	+0.1%	Q3 2020
XOMExxonMobil Holdings Corp	$6.36M	2.03%	0.00%	-1.1%	Q3 2020
AMZNAmazon Com Inc	$6.35M	2.03%	0.00%	-1.4%	Q3 2020
DISWalt Disney Co	$5.5M	1.76%	0.00%	+0.2%	Q3 2020
TAt&T Inc.	$5.34M	1.70%	0.00%	-2.4%	Q3 2020
GOOGAlphabet Inc.	$4.62M	1.47%	Not reported	-0.6%	Q3 2020
AVGOBroadcom Inc.	$4.34M	1.39%	0.00%	-0.9%	Q3 2020
AEPAmerican Electric Power Co Inc	$4.03M	1.29%	0.01%	-1.1%	Q3 2020
JPMJPMorgan Chase & Co	$3.98M	1.27%	0.00%	-0.4%	Q3 2020
CSCOCisco Systems, Inc.	$3.96M	1.26%	0.00%	-1.3%	Q3 2020
VZVerizon Communications Inc	$3.87M	1.23%	0.00%	+1.0%	Q3 2020
SHOPShopify Inc.	$3.7M	1.18%	0.01%	-1.0%	Q3 2020
RTXRTX Corp	$3.35M	1.07%	0.00%	-0.6%	Q3 2020
LLYELI LILLY & Co	$3.31M	1.06%	0.00%	-4.4%	Q3 2020
WPMWheaton Precious Metals Corp.	$3.06M	0.98%	0.01%	-0.6%	Q3 2020
WMTWalmart Inc.	$2.91M	0.93%	0.00%	-1.1%	Q3 2020
METAMeta Platforms, Inc.	$2.83M	0.90%	Not reported	-0.5%	Q3 2020
BACBank of America Corp	$2.78M	0.89%	0.00%	-2.8%	Q3 2020
JNJJohnson & Johnson	$2.77M	0.88%	0.00%	+0.1%	Q3 2020
KMIKinder Morgan, Inc.	$2.76M	0.88%	0.00%	-0.2%	Q3 2020
GLDSPDR Gold Trust	$2.73M	0.87%	0.00%	+2.7%	Q3 2020
QCOMQualcomm Inc	$2.64M	0.84%	0.00%	-0.9%	Q3 2020
CVXChevron Corp	$2.47M	0.79%	0.00%	+0.1%	Q3 2020
PANWPalo Alto Networks Inc	$2.37M	0.76%	0.00%	+0.2%	Q3 2020
ABBVAbbVie Inc.	$2.34M	0.75%	0.00%	-1.8%	Q3 2020
GOOGLAlphabet Inc.	$2.26M	0.72%	0.00%	-0.1%	Q3 2020
PGPROCTER & GAMBLE Co	$2.22M	0.71%	0.00%	-1.1%	Q3 2020
OHIOmega Healthcare Investors Inc	$2.18M	0.70%	0.02%	-0.3%	Q3 2020
GILDGilead Sciences, Inc.	$2.11M	0.67%	0.00%	-2.5%	Q3 2020
FCXFreeport-Mcmoran Inc	$2.11M	0.67%	0.00%	+2.9%	Q3 2021
WFCWells Fargo & Company	$2.08M	0.66%	0.00%	-0.4%	Q3 2020
SRESempra	$2.06M	0.66%	0.00%	-0.9%	Q3 2020
CAHCardinal Health Inc	$1.99M	0.63%	0.01%	-0.8%	Q3 2020
SPGSimon Property Group Inc.	$1.97M	0.63%	131.36%	-2.6%	Q3 2020
RIORio Tinto PLC	$1.96M	0.63%	0.00%	-0.6%	Q3 2020
DUKDuke Energy CORP	$1.94M	0.62%	0.00%	-2.0%	Q3 2020
IBMInternational Business Machines Corp	$1.92M	0.61%	0.00%	-1.0%	Q3 2020
ABTAbbott Laboratories	$1.83M	0.58%	0.00%	-0.1%	Q3 2020
SCHWSchwab Charles Corp	$1.81M	0.58%	0.00%	-1.4%	Q3 2020
MRKMerck & Co., Inc.	$1.69M	0.54%	0.00%	-3.6%	Q3 2020
CGCarlyle Group Inc.	$1.66M	0.53%	0.01%	-0.8%	Q3 2020
TSLATesla, Inc.	$1.65M	0.53%	0.00%	-2.0%	Q3 2020
SOSouthern Co	$1.64M	0.52%	0.00%	-0.7%	Q3 2020
WELLWelltower Inc.	$1.6M	0.51%	0.00%	-4.3%	Q3 2020
UBERUber Technologies, Inc	$1.58M	0.50%	0.00%	+0.3%	Q3 2020
COPConocophillips	$1.51M	0.48%	0.00%	-3.1%	Q3 2020

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