Universe · entity
JEPPSON WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1831263
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $219M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $24M | 96,329 |
| 2 | ISHARES 0-5 YEAR TIPS BOND ETF | $18M | 171,466 |
| 3 | NVIDIA CORPORATION COM | $14M | 79,857 |
| 4 | LOCKHEED MARTIN CORP COM | $12M | 19,643 |
| 5 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $9M | 178,818 |
| 6 | EXXON MOBIL CORP COM | $8M | 49,768 |
| 7 | AMAZON COM INC COM | $6M | 28,570 |
| 8 | AT&T INC COM | $6M | 192,467 |
| 9 | ALPHABET INC CAP STK CL C | $5M | 18,215 |
| 10 | MICROSOFT CORP COM | $5M | 13,967 |
| 11 | DISNEY WALT CO COM | $5M | 47,714 |
| 12 | AMERICAN ELEC PWR CO INC COM | $5M | 34,860 |
| 13 | VERIZON COMMUNICATIONS INC COM | $5M | 90,470 |
| 14 | CISCO SYS INC COM | $4M | 56,567 |
| 15 | BROADCOM INC COM | $4M | 12,844 |
| 16 | ELI LILLY & CO COM | $4M | 4,134 |
| 17 | ORACLE CORP COM | $4M | 25,551 |
| 18 | RTX CORPORATION COM | $4M | 19,221 |
| 19 | JPMORGAN CHASE & CO COM | $4M | 12,557 |
| 20 | WALMART INC COM | $3M | 27,978 |
| 21 | WHEATON PRECIOUS METALS CORP COM | $3M | 26,316 |
| 22 | JOHNSON & JOHNSON COM | $3M | 13,886 |
| 23 | KINDER MORGAN INC DEL COM | $3M | 97,312 |
| 24 | CHEVRON CORPORATION COM | $3M | 15,309 |
| 25 | FREEPORT MCMORAN INC CL B | $3M | 52,153 |
| 26 | SPDR GOLD SHARES | $3M | 6,965 |
| 27 | SHOPIFY INC CL A SUB VTG SHS | $3M | 24,545 |
| 28 | RIO TINTO PLC SPONSORED ADR | $3M | 28,821 |
| 29 | CARDINAL HEALTH INC COM | $3M | 12,144 |
| 30 | GILEAD SCIENCES INC COM | $3M | 18,256 |
| 31 | PROCTER & GAMBLE CO COM | $2M | 16,919 |
| 32 | MERCK & CO INC COM | $2M | 20,188 |
| 33 | ALPHABET INC CAP STK CL A | $2M | 8,366 |
| 34 | BANK OF AMER CORP COM | $2M | 49,106 |
| 35 | META PLATFORMS INC CL A | $2M | 4,032 |
| 36 | OCCIDENTAL PETE CORP COM | $2M | 34,826 |
| 37 | OMEGA HEALTHCARE INVS INC COM | $2M | 51,187 |
| 38 | SEMPRA COM | $2M | 22,730 |
| 39 | QUALCOMM INC COM | $2M | 17,116 |
| 40 | ABBVIE INC COM | $2M | 9,918 |
| 41 | CONOCOPHILLIPS COM | $2M | 15,704 |
| 42 | DUKE ENERGY CORP NEW COM NEW | $2M | 15,319 |
| 43 | PALO ALTO NETWORKS INC COM | $2M | 12,441 |
| 44 | SIMON PPTY GROUP INC NEW COM | $2M | 10,164 |
| 45 | SCHWAB CHARLES CORP COM | $2M | 19,092 |
| 46 | PHILLIPS 66 COM | $2M | 9,774 |
| 47 | WELLTOWER INC COM | $2M | 8,899 |
| 48 | CORNING INC COM | $2M | 12,580 |
| 49 | SOUTHERN CO COM | $2M | 17,227 |
| 50 | VANGUARD SMALL-CAP ETF | $2M | 6,343 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.