SEC Form 13F

JEPPSON WEALTH MANAGEMENT, LLC 13F Holdings

Inspect JEPPSON WEALTH MANAGEMENT, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-05T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-05
Reported value
$339,406,328
Positions
242

Read this manager's filing book

Step 1 of 3

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
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

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: 0001831263-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
APPLE INC COMAAPLStock$27,480,17994,969SHNone
ISHARES 0-5 YEAR TIPS BOND ETFSTIPETF$17,372,206170,049SHNone
NVIDIA CORPORATION COMNVDAStock$15,669,39978,312SHNone
LOCKHEED MARTIN CORP COMLMTStock$9,793,96119,224SHNone
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFVTIPETF$8,896,353177,112SHNone
AMAZON COM INC COMAMZNStock$6,623,46927,790SHNone
CISCO SYS INC COMCSCOStock$6,568,21555,919SHNone
EXXONMOBIL HOLDINGS CORP COM SHSXOMStock$6,455,78247,219SHNone
ALPHABET INC CAP STK CL CGOOGStock$6,241,92317,666SHNone
MICROSOFT CORP COMMSFTStock$5,206,57513,958SHNone
BROADCOM INC COMAVGOStock$4,844,78912,825SHNone
AMERICAN ELEC PWR CO INC COMAEPStock$4,742,66534,666SHNone
DISNEY WALT CO COMDISStock$4,631,65948,121SHNone
ELI LILLY & CO COMLLYStock$4,609,4093,843SHNone
PALO ALTO NETWORKS INC COMPANWStock$4,142,71112,148SHNone
JPMORGAN CHASE & CO COMJPMStock$4,100,61012,527SHNone
AT&T INC COMTStock$4,011,555193,795SHNone
VERIZON COMMUNICATIONS INC COMVZStock$3,811,39590,019SHNone
ORACLE CORP COMORCLStock$3,657,59524,958SHNone
RTX CORPORATION COMRTXStock$3,446,46618,165SHNone
JOHNSON & JOHNSON COMJNJStock$3,397,17013,376SHNone
FREEPORT MCMORAN INC CL BFCXStock$3,299,71352,468SHNone
QUALCOMM INC COMQCOMStock$3,160,14217,101SHNone
WALMART INC COMWMTStock$3,150,26327,814SHNone
KINDER MORGAN INC DEL COMKMIStock$3,077,42996,260SHNone
WHEATON PRECIOUS METALS CORP COMWPMStock$2,919,42125,992SHNone
ALPHABET INC CAP STK CL AGOOGLStock$2,898,3338,110SHNone
CORNING INC COMGLWStock$2,840,89211,122SHNone
SHOPIFY INC CL A SUB VTG SHSSHOPStock$2,807,22924,586SHNone
INTEL CORP COMINTCStock$2,800,83820,059SHNone
CARDINAL HEALTH INC COMCAHStock$2,736,55811,519SHNone
RIO TINTO PLC SPONSORED ADRRIOADR$2,724,11128,696SHNone
BANK OF AMER CORP COMBACStock$2,678,91047,015SHNone
CHEVRON CORPORATION COMCVXStock$2,611,01815,752SHNone
MERCK & CO INC COMMRKStock$2,572,88720,022SHNone
SPDR GOLD SHARESGLDETF$2,512,7206,821SHNone
ABBVIE INC COMABBVStock$2,491,7399,902SHNone
OMEGA HEALTHCARE INVS INC COMOHIREIT$2,439,08351,155SHNone
PROCTER & GAMBLE CO COMPGStock$2,399,81316,365SHNone
GILEAD SCIENCES INC COMGILDStock$2,298,92018,196SHNone
META PLATFORMS INC CL AMETAStock$2,275,8744,040SHNone
SIMON PPTY GROUP INC NEW COMSPGREIT$2,270,71810,153SHNone
SEMPRA COMSREStock$2,086,90222,510SHNone
MICRON TECHNOLOGY INC COMMUStock$2,084,6481,806SHNone
WELLTOWER INC COMWELLREIT$1,997,0188,799SHNone
DUKE ENERGY CORP NEW COM NEWDUKStock$1,933,13015,272SHNone
INTERNATIONAL BUSINESS MACHS COMIBMStock$1,905,1986,775SHNone
VANGUARD MORNINGSTAR SMALL-CAP ETFVBETF$1,899,9826,268SHNone
INVESCO QQQ TRUST SERIES IQQQETF$1,791,7092,433SHNone
SCHWAB CHARLES CORP COMSCHWStock$1,765,33019,132SHNone

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.

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