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Jeppson Wealth Management

Latest statistics and disclosures from Jeppson Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, STIP, VTIP, LMT, and represent 24.19% of Jeppson Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPCX, VTIP, CRWD, TMUS, WPC, NKE, PBR.A, FCPT, GBTC, ISRG.
Started 15 new stock positions in GSK, GBTC, GS, DVN, FCPT, TMO, NOW, NCLH, DXCM, ISRG. EPRT, NKE, PBR.A, SHEL, SPCX.
Reduced shares in these 10 stocks: STIP, T, TIP, VICI, SHOP, WPM, , NVDA, WDC, GILD.
Sold out of its positions in CVS, EXE, HRL, TIP, IWN, MGM, ORI, Paramount Skydance Corp Cl B, PEG, STWD. WDC, XEL, Janus Henderson Group Plc Ord.
Jeppson Wealth Management was a net buyer of stock by $2.6M.
Jeppson Wealth Management has $351M in assets under management (AUM), dropping by 3.27%.
Central Index Key (CIK): 0001831263

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Portfolio Holdings for Jeppson Wealth Management

Jeppson Wealth Management holds 244 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	9.0	$32M		95k	333.02	View chart
Nvidia Corporation Stock (NVDA)	5.0	$18M		77k	228.38	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	4.6	$16M	-3%	163k	99.70	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.8	$9.8M	+11%	198k	49.22	View chart
Lockheed Martin Corp Stock (LMT)	2.7	$9.6M		19k	509.25	View chart
Exxonmobil Holdings Corp Stock (XOM)	2.2	$7.9M	+2%	48k	162.75	View chart
Microsoft Corp Stock (MSFT)	2.0	$7.0M	-2%	14k	512.90	View chart
Amazon Stock (AMZN)	2.0	$6.9M		28k	249.15	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.7	$6.0M		18k	340.73	View chart
Cisco Sys Stock (CSCO)	1.7	$5.8M	-2%	54k	107.63	View chart
Disney Walt Stock (DIS)	1.5	$5.2M	+2%	49k	104.90	View chart
Palo Alto Networks Stock (PANW)	1.4	$4.8M		12k	397.31	View chart
Broadcom Stock (AVGO)	1.3	$4.7M	+3%	13k	351.19	View chart
Eli Lilly & Co Stock (LLY)	1.2	$4.3M	-3%	3.7k	1157.08	View chart
American Elec Pwr Stock (AEP)	1.2	$4.2M		35k	118.64	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$4.1M		12k	330.82	View chart
Verizon Communications Stock (VZ)	1.2	$4.1M		89k	45.87	View chart
At&t Stock (T)	1.2	$4.1M	-13%	168k	24.40	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	1.0	$3.7M		53k	70.00	View chart
Johnson & Johnson Stock (JNJ)	1.0	$3.5M		13k	264.75	View chart
Oracle Corp Stock (ORCL)	1.0	$3.4M		25k	137.30	View chart
Rtx Corporation Stock (RTX)	1.0	$3.3M		18k	185.65	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.9	$3.3M	-8%	22k	148.30	View chart
Qualcomm Stock (QCOM)	0.9	$3.2M		17k	184.03	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.9	$3.2M	-8%	24k	133.72	View chart
Chevron Corporation Stock (CVX)	0.9	$3.0M	-5%	15k	204.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$2.9M		4.0k	725.24	View chart
Kinder Morgan Inc Del Stock (KMI)	0.8	$2.9M		96k	30.15	View chart
Merck & Co Stock (MRK)	0.8	$2.9M		20k	145.31	View chart
Walmart Stock (WMT)	0.8	$2.9M		28k	103.92	View chart
Rio Tinto Adr (RIO)	0.8	$2.7M		29k	94.17	View chart
Spdr Gold Shares Etf (GLD)	0.8	$2.7M	+2%	7.0k	380.84	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$2.6M	-5%	7.6k	344.09	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.7	$2.6M	NEW	17k	150.86	View chart
Cardinal Health Stock (CAH)	0.7	$2.6M		12k	222.49	View chart
Abbvie Stock (ABBV)	0.7	$2.6M		9.8k	261.59	View chart
Bank Of Amer Corp Stock (BAC)	0.7	$2.5M		47k	54.43	View chart
Gilead Sciences Stock (GILD)	0.7	$2.5M	-8%	17k	149.05	View chart
Procter & Gamble Stock (PG)	0.7	$2.5M	+3%	17k	145.28	View chart
Phillips 66 Stock (PSX)	0.7	$2.4M	-3%	9.4k	255.31	View chart
Intel Corp Stock (INTC)	0.7	$2.4M		20k	120.23	View chart
Omega Healthcare Invs Reit (OHI)	0.7	$2.3M		50k	46.31	View chart
Simon Ppty Group Reit (SPG)	0.6	$2.0M		10k	200.76	View chart
Welltower Reit (WELL)	0.6	$2.0M		8.8k	230.23	View chart
Micron Technology Stock (MU)	0.5	$1.9M		1.8k	1065.11	View chart
Charles Schwab Corp Stock (SCHW)	0.5	$1.9M		19k	97.74	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.8M		2.5k	739.64	View chart
Duke Energy Corp Stock (DUK)	0.5	$1.8M	+2%	16k	114.01	View chart
Occidental Pete Corp Stock (OXY)	0.5	$1.8M		32k	55.32	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.5	$1.8M		6.2k	284.49	View chart
Sempra Stock (SRE)	0.5	$1.8M		23k	77.96	View chart
Conocophillips Stock (COP)	0.5	$1.7M		14k	125.15	View chart
Wp Carey Reit (WPC)	0.5	$1.7M	+26%	27k	64.63	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.5	$1.7M	+8%	4.6k	374.20	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.5	$1.7M		19k	90.11	View chart
Corning Stock (GLW)	0.5	$1.7M		11k	153.76	View chart
Wells Fargo & Co Stock (WFC)	0.5	$1.6M		20k	80.05	View chart
International Business Machs Stock (IBM)	0.4	$1.6M	+4%	7.1k	219.93	View chart
Abbott Laboratories Stock (ABT)	0.4	$1.5M	+3%	15k	98.83	View chart
Southern Stock (SO)	0.4	$1.5M	+5%	18k	82.89	View chart
Amgen Stock (AMGN)	0.4	$1.4M		3.4k	421.52	View chart
Bhp Billiton Adr (BHP)	0.4	$1.4M	-3%	16k	84.84	View chart
Tesla Stock (TSLA)	0.4	$1.3M	-6%	3.7k	354.81	View chart
Southern Copper Corp Stock (SCCO)	0.3	$1.2M		5.9k	202.64	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$1.2M		19k	62.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.3	$1.2M	-4%	8.1k	146.48	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.3	$1.2M		8.2k	144.64	View chart
Pfizer Stock (PFE)	0.3	$1.1M	-4%	39k	28.52	View chart
Caterpillar Stock (CAT)	0.3	$1.1M		1.4k	810.79	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$1.1M	+296%	4.2k	264.75	View chart
Pepsico Stock (PEP)	0.3	$1.1M	+17%	8.5k	126.72	View chart
Netflix Stock (NFLX)	0.3	$1.1M	+25%	15k	69.58	View chart
Marvell Technology Stock (MRVL)	0.3	$1.0M		3.9k	264.21	View chart
Carlyle Group Stock (CG)	0.3	$1.0M		26k	39.66	View chart
Kayne Anderson Energy Infrstr Cef (KYN)	0.3	$1.0M		75k	13.60	View chart
Uber Technologies Stock (UBER)	0.3	$1.0M		15k	68.51	View chart
Nnn Reit Reit (NNN)	0.3	$1.0M		25k	41.09	View chart
Boeing Stock (BA)	0.3	$1.0M		5.4k	186.04	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.3	$1.0M		19k	54.10	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.3	$1.0M		1.9k	537.95	View chart
Capital One Finl Corp Stock (COF)	0.3	$995k		5.2k	193.07	View chart
Mcdonalds Corp Stock (MCD)	0.3	$984k	+14%	4.3k	230.94	View chart
Allstate Corp Stock (ALL)	0.3	$973k		4.4k	221.86	View chart
Mercadolibre Stock (MELI)	0.3	$947k	-2%	548.00	1728.53	View chart
Home Depot Stock (HD)	0.3	$938k		3.3k	284.49	View chart
Novartis Adr (NVS)	0.3	$928k	+10%	6.5k	142.57	View chart
Northrop Grumman Corp Stock (NOC)	0.3	$925k	-13%	1.9k	483.48	View chart
Cheesecake Factory Stock (CAKE)	0.3	$923k	-3%	8.8k	105.24	View chart
Dominion Energy Stock (D)	0.3	$915k		15k	60.52	View chart
Kimberly-clark Corp Stock (KMB)	0.3	$906k	-2%	9.3k	97.43	View chart
Automatic Data Processing Stock (ADP)	0.3	$897k		3.5k	258.06	View chart
Unilever Adr (UL)	0.2	$869k		14k	60.73	View chart
Moderna Stock (MRNA)	0.2	$851k	-7%	4.4k	192.57	View chart
Travelers Companies Stock (TRV)	0.2	$845k		2.4k	356.51	View chart
Blackstone Stock (BX)	0.2	$836k		7.5k	112.09	View chart
Realty Income Corp Reit (O)	0.2	$822k	-2%	15k	54.30	View chart
Stag Industrial Reit (STAG)	0.2	$792k		22k	35.81	View chart
Emerson Elec Stock (EMR)	0.2	$790k		5.1k	155.10	View chart
Union Pac Corp Stock (UNP)	0.2	$775k		2.8k	272.13	View chart
Citigroup Stock (C)	0.2	$774k		6.0k	129.48	View chart
Visa Inc Com Cl A Stock (V)	0.2	$770k		2.1k	359.33	View chart
Ing Groep Adr (ING)	0.2	$768k		22k	35.50	View chart
T-mobile Us Stock (TMUS)	0.2	$756k	+270%	4.6k	163.08	View chart
Target Corp Stock (TGT)	0.2	$755k	-2%	4.8k	156.69	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$747k		1.00	747005.00	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$745k		14k	51.87	View chart
Coca Cola Stock (KO)	0.2	$729k	-4%	8.5k	86.08	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.2	$726k		6.7k	108.29	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.2	$723k	+3%	14k	50.53	View chart
Kraft Heinz Stock (KHC)	0.2	$715k	+5%	32k	22.72	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$714k		36k	19.77	View chart
Newmont Corp Stock (NEM)	0.2	$699k	+9%	6.1k	115.33	View chart
Consolidated Edison Stock (ED)	0.2	$657k		6.4k	102.21	View chart
Royal Caribbean Group Stock (RCL)	0.2	$648k		2.4k	265.86	View chart
Valero Energy Corp Stock (VLO)	0.2	$642k		1.7k	387.61	View chart
Agnico Eagle Mines Stock (AEM)	0.2	$610k	+37%	3.3k	183.27	View chart
Nextera Energy Stock (NEE)	0.2	$601k		7.9k	75.74	View chart
Illinois Tool Wks Stock (ITW)	0.2	$593k		2.3k	257.28	View chart
Williams Sonoma Stock (WSM)	0.2	$583k	-2%	2.6k	227.94	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$581k	-13%	3.1k	187.05	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$580k		1.3k	456.19	View chart
Evergy Stock (EVRG)	0.2	$575k		7.3k	78.44	View chart
Vail Resorts Stock (MTN)	0.2	$574k		4.2k	137.18	View chart
Clorox Co Del Stock (CLX)	0.2	$573k	+15%	7.1k	81.01	View chart
Nucor Corp Stock (NUE)	0.2	$570k		2.4k	233.75	View chart
Medtronic Stock (MDT)	0.2	$560k		6.5k	86.29	View chart
3M Stock (MMM)	0.2	$549k		3.3k	164.15	View chart
Dow Hldgs Stock (DOW)	0.2	$549k		20k	27.54	View chart
Starbucks Corp Stock (SBUX)	0.2	$543k		5.8k	93.96	View chart
Salesforce Stock (CRM)	0.2	$537k	-10%	2.3k	229.60	View chart
Snowflake Stock (SNOW)	0.2	$531k		1.6k	339.56	View chart
Dover Corp Stock (DOV)	0.2	$531k	-6%	2.8k	187.06	View chart
Global X Silver Miners Etf Etf (SIL)	0.2	$530k	-3%	6.2k	86.01	View chart
Darden Restaurants Stock (DRI)	0.2	$530k		2.7k	193.25	View chart
Paychex Stock (PAYX)	0.1	$525k		5.3k	98.50	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$509k		17k	29.31	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$507k		8.8k	57.82	View chart
Sabra Health Care Reit Reit (SBRA)	0.1	$506k		26k	19.72	View chart
American Wtr Wks Stock (AWK)	0.1	$505k	+2%	3.9k	129.47	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.1	$499k		6.6k	75.82	View chart
Conagra Brands Stock (CAG)	0.1	$493k	+84%	37k	13.44	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$492k		4.6k	107.54	View chart
Barrick Mng Corp Stock (B)	0.1	$488k		12k	40.67	View chart
Archer Daniels Midland Stock (ADM)	0.1	$481k	-2%	6.1k	79.38	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$475k		15k	32.63	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$474k		2.3k	203.92	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$474k		13k	35.61	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$469k		3.7k	125.66	View chart
Northwestern Energy Group Stock (NWE)	0.1	$469k		6.9k	68.38	View chart
Ge Aerospace Stock (GE)	0.1	$453k		1.5k	312.29	View chart
General Mills Stock (GIS)	0.1	$452k	-7%	14k	32.16	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$451k		7.6k	59.31	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$450k	-10%	5.1k	87.80	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$448k		6.7k	66.79	View chart
Vornado Rlty Tr Sh Ben Int Reit (VNO)	0.1	$443k		13k	33.88	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$433k		1.9k	233.31	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$429k	-2%	2.3k	186.41	View chart
Applied Matls Stock (AMAT)	0.1	$420k		821.00	511.38	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$419k		1.2k	337.81	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$406k		1.4k	292.46	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$398k		4.3k	93.44	View chart
Newell Brands Stock (NWL)	0.1	$397k		75k	5.28	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$396k		2.6k	155.27	View chart
Unitedhealth Group Stock (UNH)	0.1	$395k		1.1k	367.08	View chart
Stanley Black & Decker Stock (SWK)	0.1	$393k		4.4k	88.59	View chart
Diageo Adr (DEO)	0.1	$390k		4.6k	85.60	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$387k		2.2k	179.00	View chart
Amcor Stock (AMCR)	0.1	$383k		9.2k	41.86	View chart
Novo-nordisk A S Adr (NVO)	0.1	$379k	+15%	10k	37.91	View chart
Advanced Micro Devices Stock (AMD)	0.1	$378k		618.00	611.76	View chart
Kimco Realty Corp Reit (KIM)	0.1	$370k		17k	22.21	View chart
Texas Instrs Stock (TXN)	0.1	$369k		1.3k	280.09	View chart
Lam Research Corp Stock (LRCX)	0.1	$358k		1.1k	328.51	View chart
Air Products And Chemicals Stock (APD)	0.1	$358k		1.3k	278.23	View chart
Applied Optoelectronics Stock (AAOI)	0.1	$358k		3.6k	99.26	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$351k	+5%	386.00	910.44	View chart
Ge Vernova Stock (GEV)	0.1	$345k		363.00	950.49	View chart
Expedia Group Stock (EXPE)	0.1	$340k		1.3k	263.39	View chart
Diamondback Energy Stock (FANG)	0.1	$340k		1.8k	183.81	View chart
Us Bancorp Stock (USB)	0.1	$338k		5.9k	57.76	View chart
Sanofi Sa Adr (SNY)	0.1	$327k		7.9k	41.23	View chart
Nike Inc Cl B Stock (NKE)	0.1	$321k	NEW	9.1k	35.40	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.1	$321k	+7%	9.2k	34.88	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.1	$313k		1.4k	231.03	View chart
Vici Pptys Reit (VICI)	0.1	$310k	-51%	14k	22.97	View chart
Corteva Stock (CTVA)	0.1	$307k		4.0k	77.65	View chart
General Dynamics Corp Stock (GD)	0.1	$306k		921.00	331.83	View chart
Metlife Stock (MET)	0.1	$302k		3.2k	94.16	View chart
Vivmark Residential Sh Ben Int Reit (VMRK)	0.1	$289k	+2%	4.8k	60.76	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg Adr (PBR.A)	0.1	$287k	NEW	15k	18.99	View chart
Delta Air Lines Stock (DAL)	0.1	$285k		3.4k	83.46	View chart
Qnity Electronics Stock (Q)	0.1	$280k		2.2k	125.74	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$278k		900.00	309.00	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$276k		2.3k	117.53	View chart
Take-two Interactive Software Stock (TTWO)	0.1	$275k		1.3k	207.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$274k		3.9k	70.61	View chart
Four Corners Ppty Tr Reit (FCPT)	0.1	$274k	NEW	13k	21.76	View chart
The Campbells Company Stock (CPB)	0.1	$274k	+8%	14k	19.83	View chart
Alpine Income Ppty Tr Reit (PINE)	0.1	$273k		16k	17.35	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.1	$273k		18k	14.94	View chart
Ishares Gold Trust Etf (IAU)	0.1	$272k	+2%	3.5k	78.10	View chart
Brixmor Ppty Group Reit (BRX)	0.1	$267k		9.7k	27.60	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$262k	NEW	4.0k	64.59	View chart
Intuitive Surgical Stock (ISRG)	0.1	$259k	NEW	637.00	406.63	View chart
Colgate Palmolive Stock (CL)	0.1	$258k		3.0k	85.32	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$256k		2.0k	128.10	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.1	$256k	NEW	17k	14.66	View chart
Essential Pptys Rlty Tr Reit (EPRT)	0.1	$250k	NEW	9.7k	25.81	View chart
Warner Bros Discovery Inc Com Ser A Stock	0.1	$248k		8.0k	30.95	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$247k		5.1k	48.72	View chart
Servicenow Stock (NOW)	0.1	$246k	NEW	1.8k	134.01	View chart
American Tower Corp Reit (AMT)	0.1	$244k	-6%	1.5k	163.69	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$243k	-22%	2.1k	113.06	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$241k		7.6k	31.95	View chart
Dexcom Stock (DXCM)	0.1	$240k	NEW	2.8k	86.29	View chart
Portland Gen Elec Stock (POR)	0.1	$240k	-3%	5.4k	44.63	View chart
Ambev Sa Adr (ABEV)	0.1	$240k		82k	2.92	View chart
Adobe Stock (ADBE)	0.1	$240k	-7%	999.00	239.94	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$239k		750.00	318.12	View chart
Firstenergy Corp Stock (FE)	0.1	$236k	+29%	5.5k	43.33	View chart
Ugi Corp Stock (UGI)	0.1	$236k		6.6k	35.67	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$235k		1.2k	195.53	View chart
Arm Holdings Adr (ARM)	0.1	$234k		806.00	289.66	View chart
International Paper Stock (IP)	0.1	$233k		7.0k	33.17	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$233k		1.5k	155.20	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$233k		422.00	551.47	View chart
Altria Group Stock (MO)	0.1	$231k	-6%	3.4k	67.34	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$228k	+13%	2.7k	84.97	View chart
Packaging Corp Amer Stock (PKG)	0.1	$224k		976.00	229.26	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$218k		438.00	497.95	View chart
GSK Adr (GSK)	0.1	$218k	NEW	4.5k	48.17	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$213k	NEW	315.00	675.05	View chart
Goldman Sachs Group Stock (GS)	0.1	$211k	NEW	234.00	900.16	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.1	$209k	+3%	8.5k	24.54	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.1	$207k		8.4k	24.51	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.1	$206k	-2%	2.6k	78.42	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$203k		522.00	388.82	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$202k	NEW	2.1k	95.05	View chart
Devon Energy Corp Stock (DVN)	0.1	$200k	NEW	4.3k	46.04	View chart
Aes Corp Stock (AES)	0.0	$172k		12k	14.90	View chart
Dnp Select Income Cef (DNP)	0.0	$108k		11k	9.57	View chart
Jetblue Airways Corp Stock (JBLU)	0.0	$61k		14k	4.23	View chart
SNDL Stock (SNDL)	0.0	$26k		20k	1.29	View chart
Goldmining Stock (GLDG)	0.0	$9.5k		10k	0.95	View chart

Past Filings by Jeppson Wealth Management

SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020

Jeppson Wealth Management 2026 Q3 filed Oct. 20, 2026
Jeppson Wealth Management 2026 Q2 filed Aug. 4, 2026
Jeppson Wealth Management 2026 Q1 filed April 14, 2026
Jeppson Wealth Management 2025 Q4 filed Jan. 27, 2026
Jeppson Wealth Management 2025 Q3 filed Oct. 15, 2025
Jeppson Wealth Management 2025 Q2 filed July 15, 2025
Jeppson Wealth Management 2025 Q1 filed April 24, 2025
Jeppson Wealth Management 2024 Q4 filed Jan. 22, 2025
Jeppson Wealth Management 2024 Q3 filed Nov. 5, 2024
Jeppson Wealth Management 2024 Q2 filed Aug. 5, 2024
Jeppson Wealth Management 2024 Q1 filed April 17, 2024
Jeppson Wealth Management 2023 Q4 filed Jan. 11, 2024
Jeppson Wealth Management 2023 Q3 filed Oct. 25, 2023
Jeppson Wealth Management 2023 Q2 filed July 31, 2023
Jeppson Wealth Management 2023 Q1 filed April 28, 2023
Jeppson Wealth Management 2022 Q4 filed Jan. 27, 2023

View all past filings

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