Jeppson Wealth Management, LLC holds a diversified book of 242 stocks worth $339.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Jeppson Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Hoffman, Alan N Investment Management | 8 / 80 | $153.9M |
| Draper Asset Management, LLC | 9 / 80 | $176.0M |
| Outlook Capital Management, LLC | 15 / 80 | $272.5M |
| Hoey Investments, Inc | 64 / 80 | $640.8M |
| Independent Investors Inc | 26 / 80 | $423.4M |
| Skandinaviska Enskilda Banken AB (publ) | 21 / 80 | $2.1B |
| Howard Hughes Medical Institute | 16 / 80 | $348.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Jeppson Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $27.5M | 95.0K | 8.1% | ▼−1.4% Reduced · −1K sh | |
| 2 | Ishares 0-5 Year Tips Bond ETF ETF | $17.4M | 170.0K | 5.1% | ▼−0.8% Reduced · −1K sh | |
| 3 | Nvidia Corporation Com Stock | $15.7M | 78.3K | 4.6% | ▼−1.9% Reduced · −2K sh | |
| 4 | Lockheed Martin Corp Com Stock | $9.8M | 19.2K | 2.9% | ▼−2.1% Reduced · −419 sh | |
| 5 | Vanguard Short-Term Inflation-Protected Securities ETF ETF | $8.9M | 177.1K | 2.6% | ▼−0.9% Reduced · −2K sh | |
| 6 | Amazon Com Inc Com Stock | $6.6M | 27.8K | 2.0% | ▼−2.7% Reduced · −780 sh | |
| 7 | Cisco Sys Inc Com Stock | $6.6M | 55.9K | 1.9% | ▼−1.1% Reduced · −648 sh | |
| 8 | ExxonMobil Holdings Corp Com SHS Stock | $6.5M | 47.2K | 1.9% | ▲New New position | |
| 9 | Alphabet Inc Cap STK CL C Stock | $6.2M | 17.7K | 1.8% | ▼−3.0% Reduced · −549 sh | |
| 10 | Microsoft Corp Com Stock | $5.2M | 14.0K | 1.5% | ▼−0.1% Reduced · −9 sh | |
| 11 | Broadcom Inc Com Stock | $4.8M | 12.8K | 1.4% | ▼−0.1% Reduced · −19 sh | |
| 12 | American Elec PWR Co Inc Com Stock | $4.7M | 34.7K | 1.4% | ▼−0.6% Reduced · −194 sh | |
| 13 | Disney Walt Co Com Stock | $4.6M | 48.1K | 1.4% | ▲+0.8% Added · +407 sh | |
| 14 | Eli Lilly & Co Com Stock | $4.6M | 3.8K | 1.4% | ▼−7.0% Reduced · −291 sh | |
| 15 | Palo Alto Networks Inc Com Stock | $4.1M | 12.1K | 1.2% | ▼−2.4% Reduced · −293 sh | |
| 16 | JPMorgan Chase & Co Com Stock | $4.1M | 12.5K | 1.2% | ▼−0.2% Reduced · −30 sh | |
| 17 | AT&T Inc Com Stock | $4.0M | 193.8K | 1.2% | ▲+0.7% Added · +1K sh | |
| 18 | Verizon Communications Inc Com Stock | $3.8M | 90.0K | 1.1% | ▼−0.5% Reduced · −451 sh | |
| 19 | Oracle Corp Com Stock | $3.7M | 25.0K | 1.1% | ▼−2.3% Reduced · −593 sh | |
| 20 | RTX Corporation Com Stock | $3.4M | 18.2K | 1.0% | ▼−5.5% Reduced · −1K sh | |
| 21 | Johnson & Johnson Com Stock | $3.4M | 13.4K | 1.0% | ▼−3.7% Reduced · −510 sh | |
| 22 | Freeport McMoran Inc CL B Stock | $3.3M | 52.5K | 1.0% | ▲+0.6% Added · +315 sh | |
| 23 | Qualcomm Inc Com Stock | $3.2M | 17.1K | 0.9% | ▼−0.1% Reduced · −15 sh | |
| 24 | Walmart Inc Com Stock | $3.2M | 27.8K | 0.9% | ▼−0.6% Reduced · −164 sh | |
| 25 | Kinder Morgan Inc Del Com Stock | $3.1M | 96.3K | 0.9% | ▼−1.1% Reduced · −1K sh | |
| 26 | Wheaton Precious Metals Corp Com Stock | $2.9M | 26.0K | 0.9% | ▼−1.2% Reduced · −324 sh | |
| 27 | Alphabet Inc Cap STK CL A Stock | $2.9M | 8.1K | 0.9% | ▼−3.1% Reduced · −256 sh | |
| 28 | Corning Inc Com Stock | $2.8M | 11.1K | 0.8% | ▼−12% Reduced · −1K sh | |
| 29 | Shopify Inc CL A Sub VTG SHS Stock | $2.8M | 24.6K | 0.8% | ▲+0.2% Added · +41 sh | |
| 30 | Intel Corp Com Stock | $2.8M | 20.1K | 0.8% | ▼−3.3% Reduced · −677 sh | |
| 31 | Cardinal Health Inc Com Stock | $2.7M | 11.5K | 0.8% | ▼−5.1% Reduced · −625 sh | |
| 32 | Rio Tinto PLC Sponsored ADR ADR | $2.7M | 28.7K | 0.8% | ▼−0.4% Reduced · −125 sh | |
| 33 | Bank Of Amer Corp Com Stock | $2.7M | 47.0K | 0.8% | ▼−4.3% Reduced · −2K sh | |
| 34 | Chevron Corporation Com Stock | $2.6M | 15.8K | 0.8% | ▲+2.9% Added · +443 sh | |
| 35 | Merck & Co Inc Com Stock | $2.6M | 20.0K | 0.8% | ▼−0.8% Reduced · −166 sh | |
| 36 | SPDR Gold Shares ETF | $2.5M | 6.8K | 0.7% | ▼−2.1% Reduced · −144 sh | |
| 37 | Abbvie Inc Com Stock | $2.5M | 9.9K | 0.7% | ▼−0.2% Reduced · −16 sh | |
| 38 | Omega Healthcare Invs Inc Com REIT | $2.4M | 51.2K | 0.7% | ▼−0.1% Reduced · −32 sh | |
| 39 | Procter & Gamble Co Com Stock | $2.4M | 16.4K | 0.7% | ▼−3.3% Reduced · −554 sh | |
| 40 | Gilead Sciences Inc Com Stock | $2.3M | 18.2K | 0.7% | ▼−0.3% Reduced · −60 sh | |
| 41 | Meta Platforms Inc CL A Stock | $2.3M | 4.0K | 0.7% | ▲+0.2% Added · +8 sh | |
| 42 | Simon Ppty Group Inc New Com REIT | $2.3M | 10.2K | 0.7% | ▼−0.1% Reduced · −11 sh | |
| 43 | Sempra Com Stock | $2.1M | 22.5K | 0.6% | ▼−1.0% Reduced · −220 sh | |
| 44 | Micron Technology Inc Com Stock | $2.1M | 1.8K | 0.6% | ▼−13% Reduced · −272 sh | |
| 45 | Welltower Inc Com REIT | $2.0M | 8.8K | 0.6% | ▼−1.1% Reduced · −100 sh | |
| 46 | Duke Energy Corp New Com New Stock | $1.9M | 15.3K | 0.6% | ▼−0.3% Reduced · −47 sh | |
| 47 | International Business Machs Com Stock | $1.9M | 6.8K | 0.6% | ▲+0.2% Added · +12 sh | |
| 48 | Vanguard Morningstar Small-Cap ETF ETF | $1.9M | 6.3K | 0.6% | ▼−1.2% Reduced · −75 sh | |
| 49 | Invesco QQQ Trust Series I ETF | $1.8M | 2.4K | 0.5% | ▼−6.5% Reduced · −169 sh | |
| 50 | Schwab Charles Corp Com Stock | $1.8M | 19.1K | 0.5% | ▲+0.2% Added · +40 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1831263/holdings"
Use Arkolith to show JEPPSON WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 242 | $339.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 235 | $319.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 225 | $315.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 225 | $313.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 211 | $289.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 206 | $273.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 199 | $275.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 205 | $279.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.