JEPPSON WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
JEPPSON WEALTH MANAGEMENT, LLC disclosed 253 stock positions in a recent SEC 13F filing. $338,804,004 of stock holdings were filed, with the largest holdings including AAPL, STIP, and NVDA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $763,237,260 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
253Est. Stock Holding Value:
$338,804,004Top Stock Holdings By Sector
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Portfolio Stock Holdings - JEPPSON WEALTH MANAGEMENT, LLC
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% of Portfolio
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