Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $312 Million
- Q3 2025
Jeppson Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $312 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 $24.8M, Ishares Barclays 0 5 Year Tips with a value of $18.3M, Nvidia Corp with a value of $15.5M, Lockheed Martin Corp with a value of $10.8M, and Vanguard Sht Trm Inflt Prot Fd with a value of $9.31M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $289M to 312M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$312 Million
Technology: $81.4 Million
ETFs: $46.8 Million
Communication Services: $26.8 Million
Industrials: $24.4 Million
Financial Services: $21.6 Million
Healthcare: $21.4 Million
Consumer Cyclical: $17.5 Million
Energy: $17.3 Million
Other: $55.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $312 Million
- Prior Value $289 Million
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 16 stocks
- Additional Purchases 49 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks