CIK 1831263
JEPPSON WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
225
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 225
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CG | CARLYLE GROUP INC COM | 26K | $1M+ | SH |
| SO | SOUTHERN CO COM | 17K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 2K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 16K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 4K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP COM | 35K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 10K | $1M+ | SH |
| WPC | WP CAREY INC COM | 22K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 2K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 16K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 5K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 10K | $1M+ | SH |
| AMGN | AMGEN INC COM | 4K | $1M+ | SH |
| BA | BOEING CO COM | 5K | $1M+ | SH |
| UL | UNILEVER PLC SPON ADR NEW | 17K | $1M+ | SH |
| GLW | CORNING INC COM | 13K | $1M+ | SH |
| MELI | MERCADOLIBRE INC COM | 529 | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 20K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 3K | $1M+ | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 10K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 10K | $1M+ | SH |
| PFE | PFIZER INC COM | 41K | $1M+ | SH |
| PEP | PEPSICO INC COM | 7K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 6K | $1M+ | SH |
| NNN | NNN REIT INC COM | 25K | $500K+ | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 16K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 8K | $500K+ | SH |
| NFLX | NETFLIX INC. COM | 10K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $500K+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | 76K | $500K+ | SH |
| ALL | ALLSTATE CORP COM | 4K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $500K+ | SH |
| C | CITIGROUP INC COM NEW | 8K | $500K+ | SH |
| D | DOMINION ENERGY INC COM | 15K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 3K | $500K+ | SH |
| KHC | KRAFT HEINZ CO COM | 35K | $500K+ | SH |
| SCCO | SOUTHERN COPPER CORP COM | 6K | $500K+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 6K | $500K+ | SH |
| STAG | STAG INDUSTRIAL INC COM | 22K | $500K+ | SH |
| INTC | INTEL CORP COM | 21K | $500K+ | SH |
| TSN | TYSON FOODS INC CL A | 13K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 1 | $500K+ | SH |
| O | REALTY INCOME CORP COM | 13K | $500K+ | SH |
| GIS | GENERAL MLS INC COM | 16K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 5K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 5K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 2K | $500K+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 7K | $500K+ | SH |
| AMLP | ALERIAN MLP ETF | 14K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC COM | 7K | $500K+ | SH |