Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $289 Million
- Q2 2025
Jeppson Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.1M, Ishares Barclays 0 5 Year Tips with a value of $18.8M, Nvidia Corp with a value of $13.2M, Lockheed Martin Corp with a value of $10.1M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.83M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $273M to 289M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
Technology: $70.4 Million
ETFs: $44.4 Million
Communication Services: $25.6 Million
Industrials: $22.8 Million
Healthcare: $20.5 Million
Financial Services: $20.1 Million
Energy: $16.6 Million
Consumer Cyclical: $16.5 Million
Other: $51.7 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 211
- Current Value $289 Million
- Prior Value $273 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks