Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $308 Million
- Q4 2025
Jeppson Wealth Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $308 Million distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.8M, Ishares Barclays 0 5 Year Tips with a value of $17.6M, Nvidia Corp with a value of $15.2M, Lockheed Martin Corp with a value of $9.82M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.99M.
Examining the 13F form we can see an decrease of $4.35M in the current position value, from $312M to 308M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$308 Million
Technology: $81.1 Million
ETFs: $45.6 Million
Communication Services: $26.5 Million
Industrials: $23.1 Million
Healthcare: $23 Million
Financial Services: $20.9 Million
Energy: $17.3 Million
Consumer Cyclical: $17.1 Million
Other: $53.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $308 Million
- Prior Value $312 Million
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 13 stocks
- Additional Purchases 55 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks