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 101–150 of 225
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING INC COM | 3K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 8K | $500K+ | SH |
| ING | ING GROEP N.V. SPONSORED ADR | 23K | $500K+ | SH |
| V | VISA INC COM CL A | 2K | $500K+ | SH |
| DOV | DOVER CORP COM | 3K | $500K+ | SH |
| KO | COCA COLA CO COM | 9K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 2K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 2K | $500K+ | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 6K | $500K+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 33K | $500K+ | SH |
| EVRG | EVERGY INC COM | 7K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 2K | $500K+ | SH |
| MMM | 3M CO COM | 3K | $500K+ | SH |
| SBUX | STARBUCKS CORP COM | 6K | $500K+ | SH |
| B | BARRICK MNG CORP COM SHS | 12K | $500K+ | SH |
| TGT | TARGET CORP COM | 5K | $500K+ | SH |
| GDX | VANECK GOLD MINERS ETF | 6K | $500K+ | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 7K | $500K+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC COM | 27K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC COM | 3K | $500K+ | SH |
| TIP | ISHARES TIPS BOND ETF | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 1K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC COM | 3K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 18K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |
| DOW | DOW INC COM | 20K | $100K–$500K | SH |
| CAKE | CHEESECAKE FACTORY INC COM | 9K | $100K–$500K | SH |
| VNO | VORNADO RLTY TR SH BEN INT | 14K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 3K | $100K–$500K | SH |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | 7K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 14K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 4K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 2K | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 15K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 2K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 8K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 4K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 4K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 3K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 1K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC COM | 22K | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 7K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 2K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 1K | $100K–$500K | SH |