JEPPSON WEALTH MANAGEMENT, LLC: 13F holdings
CIK 18312632026Q2
| Positions | 242 |
|---|---|
| Reported value | $339.4m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC COM | 94,969 | $27.5m | 8.1% |
| STIP ISHARES 0-5 YEAR TIPS BOND ETF | 170,049 | $17.4m | 5.1% |
| NVDA NVIDIA CORPORATION COM | 78,312 | $15.7m | 4.6% |
| LMT LOCKHEED MARTIN CORP COM | 19,224 | $9.8m | 2.9% |
| VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 177,112 | $8.9m | 2.6% |
| AMZN AMAZON COM INC COM | 27,790 | $6.6m | 2.0% |
| CSCO CISCO SYS INC COM | 55,919 | $6.6m | 1.9% |
| EXXONMOBIL HOLDINGS CORP COM SHS | 47,219 | $6.5m | 1.9% |
| GOOG ALPHABET INC CAP STK CL C | 17,666 | $6.2m | 1.8% |
| MSFT MICROSOFT CORP COM | 13,958 | $5.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831263")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.