Jeppson Wealth Management, Llc Portfolio Stock Holdings

Jeppson Wealth Management, Llc disclosed 242 stock positions valued at approximately $339.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC COM, ISHARES 0-5 YEAR TIPS BOND ETF, and NVIDIA CORPORATION COM. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.

Report Period
June 30, 2026
No. of Stocks
242
Portfolio Value
$339.4M
Holdings by Sector
Jeppson Wealth Management, Llc Portfolio Holdings in Q2 2026

236 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INC COMAAPLTechnology8.10%94,969-1,360-1.41%$27,480,179
ISHARES 0-5 YEAR TIPS BOND ETFSTIPOther5.12%170,049-1,417-0.83%$17,372,206
NVIDIA CORPORATION COMNVDATechnology4.62%78,312-1,545-1.93%$15,669,399
LOCKHEED MARTIN CORP COMLMTIndustrials2.89%19,224-419-2.13%$9,793,961
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFVTIPOther2.62%177,112-1,706-0.95%$8,896,353
AMAZON COM INC COMAMZNConsumer Cyclical1.95%27,790-780-2.73%$6,623,469
CISCO SYS INC COMCSCOTechnology1.94%55,919-648-1.15%$6,568,215
ALPHABET INC CAP STK CL CGOOGCommunication Services1.84%17,666-549-3.01%$6,241,923
MICROSOFT CORP COMMSFTTechnology1.53%13,958-9-0.06%$5,206,575
BROADCOM INC COMAVGOTechnology1.43%12,825-19-0.15%$4,844,789
AMERICAN ELEC PWR CO INC COMAEPUtilities1.40%34,666-194-0.56%$4,742,665
DISNEY WALT CO COMDISCommunication Services1.36%48,121+407+0.85%$4,631,659
ELI LILLY & CO COMLLYHealthcare1.36%3,843-291-7.04%$4,609,409
PALO ALTO NETWORKS INC COMPANWTechnology1.22%12,148-293-2.36%$4,142,711
JPMORGAN CHASE & CO COMJPMFinancial Services1.21%12,527-30-0.24%$4,100,610
AT&T INC COMTCommunication Services1.18%193,795+1,328+0.69%$4,011,555
VERIZON COMMUNICATIONS INC COMVZCommunication Services1.12%90,019-451-0.50%$3,811,395
ORACLE CORP COMORCLTechnology1.08%24,958-593-2.32%$3,657,595
RTX CORPORATION COMRTXIndustrials1.02%18,165-1,056-5.49%$3,446,466
JOHNSON & JOHNSON COMJNJHealthcare1.00%13,376-510-3.67%$3,397,170
FREEPORT MCMORAN INC CL BFCXBasic Materials0.97%52,468+315+0.60%$3,299,713
QUALCOMM INC COMQCOMTechnology0.93%17,101-15-0.09%$3,160,142
WALMART INC COMWMTConsumer Defensive0.93%27,814-164-0.59%$3,150,263
KINDER MORGAN INC DEL COMKMIEnergy0.91%96,260-1,052-1.08%$3,077,429
WHEATON PRECIOUS METALS CORP COMWPMBasic Materials0.86%25,992-324-1.23%$2,919,421
ALPHABET INC CAP STK CL AGOOGLCommunication Services0.85%8,110-256-3.06%$2,898,333
CORNING INC COMGLWTechnology0.84%11,122-1,458-11.59%$2,840,892
SHOPIFY INC CL A SUB VTG SHSSHOPTechnology0.83%24,586+41+0.17%$2,807,229
INTEL CORP COMINTCTechnology0.83%20,059-677-3.26%$2,800,838
CARDINAL HEALTH INC COMCAHHealthcare0.81%11,519-625-5.15%$2,736,558
RIO TINTO PLC SPONSORED ADRRIOBasic Materials0.80%28,696-125-0.43%$2,724,111
BANK OF AMER CORP COMBACFinancial Services0.79%47,015-2,091-4.26%$2,678,910
CHEVRON CORPORATION COMCVXEnergy0.77%15,752+443+2.89%$2,611,018
MERCK & CO INC COMMRKHealthcare0.76%20,022-166-0.82%$2,572,887
SPDR GOLD SHARESGLDOther0.74%6,821-144-2.07%$2,512,720
ABBVIE INC COMABBVHealthcare0.73%9,902-16-0.16%$2,491,739
OMEGA HEALTHCARE INVS INC COMOHIReal Estate0.72%51,155-32-0.06%$2,439,083
PROCTER & GAMBLE CO COMPGConsumer Defensive0.71%16,365-554-3.27%$2,399,813
GILEAD SCIENCES INC COMGILDHealthcare0.68%18,196-60-0.33%$2,298,920
META PLATFORMS INC CL AMETACommunication Services0.67%4,040+8+0.20%$2,275,874
SIMON PPTY GROUP INC NEW COMSPGReal Estate0.67%10,153-11-0.11%$2,270,718
SEMPRA COMSREUtilities0.61%22,510-220-0.97%$2,086,902
MICRON TECHNOLOGY INC COMMUTechnology0.61%1,806-272-13.09%$2,084,648
WELLTOWER INC COMWELLReal Estate0.59%8,799-100-1.12%$1,997,018
DUKE ENERGY CORP NEW COM NEWDUKUtilities0.57%15,272-47-0.31%$1,933,130
INTERNATIONAL BUSINESS MACHS COMIBMTechnology0.56%6,775+12+0.18%$1,905,198
VANGUARD MORNINGSTAR SMALL-CAP ETFVBOther0.56%6,268-75-1.18%$1,899,982
INVESCO QQQ TRUST SERIES IQQQOther0.53%2,433-169-6.50%$1,791,709
SCHWAB CHARLES CORP COMSCHWFinancial Services0.52%19,132+40+0.21%$1,765,330
WELLS FARGO & CO COMWFCFinancial Services0.50%20,341-149-0.73%$1,680,980
VANGUARD MORNINGSTAR GROWTH ETFVUGOther0.49%19,346+16,090+494.16%$1,666,490
TESLA INC COMTSLAConsumer Cyclical0.49%3,959-41-1.03%$1,665,155
SOUTHERN CO COMSOUtilities0.49%17,272+45+0.26%$1,653,103
PHILLIPS 66 COMPSXEnergy0.48%9,731-43-0.44%$1,645,026
OCCIDENTAL PETE CORP COMOXYEnergy0.47%32,552-2,274-6.53%$1,581,062
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFVTIOther0.46%4,262-48-1.11%$1,576,945
WP CAREY INC COMWPCReal Estate0.45%21,177-313-1.46%$1,514,158
CONOCOPHILLIPS COMCOPEnergy0.43%14,159-1,545-9.84%$1,471,970
CATERPILLAR INC COMCATIndustrials0.43%1,361-140-9.33%$1,449,329
BHP BILLITON LIMITED SPONSORED ADSBHPBasic Materials0.41%16,712-1,029-5.80%$1,392,286
ABBOTT LABORATORIES COMABTHealthcare0.40%14,793+1,134+8.30%$1,342,317
STATE STREET SPDR S&P DIVIDEND ETFSDYOther0.38%8,475-1,135-11.81%$1,289,726
AMGEN INC COMAMGNHealthcare0.37%3,432-4-0.12%$1,242,832
BANK OF NY MELLON CORP COMBKFinancial Services0.35%8,155-20-0.24%$1,179,342
HOME DEPOT INC COMHDConsumer Cyclical0.35%3,333+381+12.91%$1,175,482
BOEING CO COMBAIndustrials0.35%5,416-5-0.09%$1,172,312
MARVELL TECHNOLOGY INC COMMRVLTechnology0.34%3,923-48-1.21%$1,168,622
NNN REIT INC COMNNNReal Estate0.34%24,902-105-0.42%$1,158,685
NORTHROP GRUMMAN CORP COMNOCIndustrials0.33%2,215--$1,128,122
BRISTOL-MYERS SQUIBB CO COMBMYHealthcare0.33%19,211-205-1.06%$1,106,938
CARLYLE GROUP INC COMCGFinancial Services0.32%25,846-1,174-4.34%$1,088,375
UBER TECHNOLOGIES INC COMUBERTechnology0.31%14,752-1,594-9.75%$1,064,504
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBLOther0.31%18,816+9,268+97.07%$1,056,707
KIMBERLY-CLARK CORP COMKMBConsumer Defensive0.31%9,555-1,324-12.17%$1,048,852
ALLSTATE CORP COMALLFinancial Services0.31%4,385+2+0.05%$1,043,336
KAYNE ANDERSON ENERGY INFRSTR COMKYNFinancial Services0.31%75,434-547-0.72%$1,043,255
CAPITAL ONE FINL CORP COMCOFFinancial Services0.30%5,144-91-1.74%$1,031,989
SOUTHERN COPPER CORP COMSCCOBasic Materials0.30%5,914+23+0.39%$1,030,574
DOMINION ENERGY INC COMDUtilities0.30%15,034-70-0.46%$1,026,672
MCDONALDS CORP COMMCDConsumer Cyclical0.30%3,708+719+24.05%$1,002,309
PEPSICO INC COMPEPConsumer Defensive0.29%7,257+110+1.54%$982,598
PFIZER INC COMPFEHealthcare0.29%40,696+13+0.03%$979,949
REALTY INCOME CORP COMOReal Estate0.28%15,512+2,464+18.88%$961,120
MERCADOLIBRE INC COMMELIConsumer Cyclical0.28%562+33+6.24%$953,933
NOVARTIS AG SPONSORED ADRNVSHealthcare0.27%5,873-165-2.73%$920,417
BLACKSTONE INC COMBXFinancial Services0.26%7,439+269+3.75%$875,347
NETFLIX INC. COMNFLXCommunication Services0.26%12,143+1,154+10.50%$867,010
STAG INDUSTRIAL INC COMSTAGReal Estate0.25%22,134--$842,420
CITIGROUP INC COM NEWCFinancial Services0.25%5,976-1,566-20.76%$836,401
FEDERAL RLTY INVT TR NEW SH BEN INT NEWFRTReal Estate0.24%6,708--$828,036
DELL TECHNOLOGIES INC CL CDELLTechnology0.24%1,862-85-4.37%$803,379
CROWDSTRIKE HLDGS INC CL ACRWDTechnology0.24%1,051+161+18.09%$802,060
TYSON FOODS INC CL ATSNConsumer Defensive0.23%13,866+1,745+14.40%$793,829
AUTOMATIC DATA PROCESSING INC COMADPTechnology0.23%3,520-21-0.59%$788,304
TRAVELERS COMPANIES INC COMTRVFinancial Services0.23%2,370--$782,384
ROYAL CARIBBEAN GROUP COMRCLOther0.23%2,442-10-0.41%$775,408
UNION PAC CORP COMUNPIndustrials0.23%2,848--$774,656
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services0.22%1--$748,850
VISA INC COM CL AVFinancial Services0.22%2,179-98-4.30%$747,593
ALERIAN MLP ETFAMLPOther0.22%14,360-19-0.13%$744,552