JEPPSON WEALTH MANAGEMENT, LLC - Portfolio overview

JEPPSON WEALTH MANAGEMENT, LLC has 253 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 7.56%
2. STIP - ISHARES 0-5 YEAR TIPS BOND ETF, 5.48%
3. NVDA - NVIDIA CORPORATION COM, 4.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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