Jeppson Wealth Management Increases Exposure in Q2 2026

As reported by insiderset.com data for Jeppson Wealth Management, Llc, the investment firm demonstrated a clear preference for Technology stocks as core holdings in its portfolio. The largest allocation remains Apple Inc (AAPL), followed by NVIDIA Corp (NVDA) and Microsoft Corp (MSFT). Collectively, these three technology giants account for approximately 15% of Jeppson's total $330 million portfolio.

Despite the strong performance in Technology, Jeppson showed a significant shift towards other sectors this quarter. The firm increased its stake in several holdings:

• VUG: This Vanguard ETF saw an unprecedented 494% increase in shares during Q2.
• NOBL: Jeppson added significantly to the ProShares S&P 500 Dividend Aristocrats ETF, increasing its position by approximately 97.1%

The investor also demonstrated interest in consumer-related companies:

• NWL (Newell Brands): Increased holdings by about 114%.
• CAG (Conagra Brands): Boosted position by roughly 31.2%
• MGM: Showed a fresh interest in the casino operator, adding shares for an allocation of just over $0.5 million.

In addition to these direct stock purchases, Jeppson Wealth Management also increased its exposure through:

• VGT (Vanguard Information Technology ETF): Shares increased by 70%
• VO (Vanguard Mid-Cap ETF): Holdings saw a 100% increase.

The investor appears to favor companies with strong balance sheets and established track records:

• Kraft Heinz: Increased position by about 9.6%
• SWK (Stanley Black & Decker): Added shares for a new allocation of nearly $0.4 million.

While Jeppson maintained its core Technology holdings, it also showed interest in:

• CPB: Increased position by 100%
• HRL: Added shares to Hormel Foods.

In contrast to the significant buying activity, Jeppson Wealth Management did not exit any major positions during this quarter. The firm's portfolio shows a strong bias towards Technology and ETFs with notable additions in Consumer Defensive and other sectors.