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Disclosed positions
JEPPSON WEALTH MANAGEMENT, LLC: source evidence dated 2026-08-05T03:59:59.999Z.
- Issuer
- APPLE INC COM
- Ticker
- AAPL
- Class
- Stock
- Reported value
- $27,480,179
- Reported amount
- 94,969
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001831263-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| APPLE INC COM | AAPL | Stock | $27,480,179 | 94,969 | SH | None |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | ETF | $17,372,206 | 170,049 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $15,669,399 | 78,312 | SH | None |
| LOCKHEED MARTIN CORP COM | LMT | Stock | $9,793,961 | 19,224 | SH | None |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | ETF | $8,896,353 | 177,112 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $6,623,469 | 27,790 | SH | None |
| CISCO SYS INC COM | CSCO | Stock | $6,568,215 | 55,919 | SH | None |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Stock | $6,455,782 | 47,219 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $6,241,923 | 17,666 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $5,206,575 | 13,958 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $4,844,789 | 12,825 | SH | None |
| AMERICAN ELEC PWR CO INC COM | AEP | Stock | $4,742,665 | 34,666 | SH | None |
| DISNEY WALT CO COM | DIS | Stock | $4,631,659 | 48,121 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $4,609,409 | 3,843 | SH | None |
| PALO ALTO NETWORKS INC COM | PANW | Stock | $4,142,711 | 12,148 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $4,100,610 | 12,527 | SH | None |
| AT&T INC COM | T | Stock | $4,011,555 | 193,795 | SH | None |
| VERIZON COMMUNICATIONS INC COM | VZ | Stock | $3,811,395 | 90,019 | SH | None |
| ORACLE CORP COM | ORCL | Stock | $3,657,595 | 24,958 | SH | None |
| RTX CORPORATION COM | RTX | Stock | $3,446,466 | 18,165 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $3,397,170 | 13,376 | SH | None |
| FREEPORT MCMORAN INC CL B | FCX | Stock | $3,299,713 | 52,468 | SH | None |
| QUALCOMM INC COM | QCOM | Stock | $3,160,142 | 17,101 | SH | None |
| WALMART INC COM | WMT | Stock | $3,150,263 | 27,814 | SH | None |
| KINDER MORGAN INC DEL COM | KMI | Stock | $3,077,429 | 96,260 | SH | None |
| WHEATON PRECIOUS METALS CORP COM | WPM | Stock | $2,919,421 | 25,992 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $2,898,333 | 8,110 | SH | None |
| CORNING INC COM | GLW | Stock | $2,840,892 | 11,122 | SH | None |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Stock | $2,807,229 | 24,586 | SH | None |
| INTEL CORP COM | INTC | Stock | $2,800,838 | 20,059 | SH | None |
| CARDINAL HEALTH INC COM | CAH | Stock | $2,736,558 | 11,519 | SH | None |
| RIO TINTO PLC SPONSORED ADR | RIO | ADR | $2,724,111 | 28,696 | SH | None |
| BANK OF AMER CORP COM | BAC | Stock | $2,678,910 | 47,015 | SH | None |
| CHEVRON CORPORATION COM | CVX | Stock | $2,611,018 | 15,752 | SH | None |
| MERCK & CO INC COM | MRK | Stock | $2,572,887 | 20,022 | SH | None |
| SPDR GOLD SHARES | GLD | ETF | $2,512,720 | 6,821 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $2,491,739 | 9,902 | SH | None |
| OMEGA HEALTHCARE INVS INC COM | OHI | REIT | $2,439,083 | 51,155 | SH | None |
| PROCTER & GAMBLE CO COM | PG | Stock | $2,399,813 | 16,365 | SH | None |
| GILEAD SCIENCES INC COM | GILD | Stock | $2,298,920 | 18,196 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $2,275,874 | 4,040 | SH | None |
| SIMON PPTY GROUP INC NEW COM | SPG | REIT | $2,270,718 | 10,153 | SH | None |
| SEMPRA COM | SRE | Stock | $2,086,902 | 22,510 | SH | None |
| MICRON TECHNOLOGY INC COM | MU | Stock | $2,084,648 | 1,806 | SH | None |
| WELLTOWER INC COM | WELL | REIT | $1,997,018 | 8,799 | SH | None |
| DUKE ENERGY CORP NEW COM NEW | DUK | Stock | $1,933,130 | 15,272 | SH | None |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Stock | $1,905,198 | 6,775 | SH | None |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | VB | ETF | $1,899,982 | 6,268 | SH | None |
| INVESCO QQQ TRUST SERIES I | QQQ | ETF | $1,791,709 | 2,433 | SH | None |
| SCHWAB CHARLES CORP COM | SCHW | Stock | $1,765,330 | 19,132 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
