JEPPSON WEALTH MANAGEMENT, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$313.5B
Holdings
225
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (225 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 97,309 | $24.8B | 7.90% | |
| 2 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 176,961 | $18.3B | 5.83% | |
| 3 | NVDANVIDIA CORPORATION COM | 83,121 | $15.5B | 4.95% | |
| 4 | LMTLOCKHEED MARTIN CORP COM | 21,576 | $10.8B | 3.44% | |
| 5 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 183,802 | $9.3B | 2.97% | |
| 6 | ORCLORACLE CORP COM | 25,445 | $7.2B | 2.28% | |
| 7 | MSFTMICROSOFT CORP COM | 13,619 | $7.1B | 2.25% | |
| 8 | XOMEXXON MOBIL CORP COM | 56,439 | $6.4B | 2.03% | |
| 9 | AMZNAMAZON COM INC COM | 28,939 | $6.4B | 2.03% | |
| 10 | DISDISNEY WALT CO COM | 48,063 | $5.5B | 1.76% | |
| 11 | TAT&T INC COM | 189,258 | $5.3B | 1.70% | |
| 12 | GOOGALPHABET INC CAP STK CL C | 18,983 | $4.6B | 1.47% | |
| 13 | AVGOBROADCOM INC COM | 13,165 | $4.3B | 1.39% | |
| 14 | AEPAMERICAN ELEC PWR CO INC COM | 35,855 | $4.0B | 1.29% | |
| 15 | JPMJPMORGAN CHASE & CO. COM | 12,605 | $4.0B | 1.27% | |
| 16 | CSCOCISCO SYS INC COM | 57,837 | $4.0B | 1.26% | |
| 17 | BACVERIZON COMMUNICATIONS INC COM | 88,001 | $3.9B | 1.23% | |
| 18 | SHOPSHOPIFY INC CL A SUB VTG SHS | 24,868 | $3.7B | 1.18% | |
| 19 | RTXRTX CORPORATION COM | 20,028 | $3.4B | 1.07% | |
| 20 | LLYELI LILLY & CO COM | 4,338 | $3.3B | 1.06% | |
| 21 | WPMWHEATON PRECIOUS METALS CORP COM | 27,391 | $3.1B | 0.98% | |
| 22 | WMTWALMART INC COM | 28,239 | $2.9B | 0.93% | |
| 23 | METAMETA PLATFORMS INC CL A | 3,854 | $2.8B | 0.90% | |
| 24 | BACBANK AMERICA CORP COM | 53,928 | $2.8B | 0.89% | |
| 25 | JNJJOHNSON & JOHNSON COM | 14,928 | $2.8B | 0.88% | |
| 26 | KMIKINDER MORGAN INC DEL COM | 97,634 | $2.8B | 0.88% | |
| 27 | GQ9SPDR GOLD SHARES | 7,680 | $2.7B | 0.87% | |
| 28 | QCOMQUALCOMM INC COM | 15,898 | $2.6B | 0.84% | |
| 29 | CVXCHEVRON CORP NEW COM | 15,882 | $2.5B | 0.79% | |
| 30 | PANWPALO ALTO NETWORKS INC COM | 11,631 | $2.4B | 0.76% | |
| 31 | ABBVABBVIE INC COM | 10,098 | $2.3B | 0.75% | |
| 32 | GOOGLALPHABET INC CAP STK CL A | 9,282 | $2.3B | 0.72% | |
| 33 | PGPROCTER AND GAMBLE CO COM | 14,459 | $2.2B | 0.71% | |
| 34 | OHIOMEGA HEALTHCARE INVS INC COM | 51,694 | $2.2B | 0.70% | |
| 35 | GILDGILEAD SCIENCES INC COM | 19,016 | $2.1B | 0.67% | |
| 36 | FCXFREEPORT-MCMORAN INC CL B | 53,813 | $2.1B | 0.67% | |
| 37 | WFCWELLS FARGO CO NEW COM | 24,820 | $2.1B | 0.66% | |
| 38 | SRESEMPRA COM | 22,870 | $2.1B | 0.66% | |
| 39 | CAHCARDINAL HEALTH INC COM | 12,669 | $2.0B | 0.63% | |
| 40 | SPGSIMON PPTY GROUP INC NEW COM | 10,509 | $2.0B | 0.63% | |
| 41 | RIORIO TINTO PLC SPONSORED ADR | 29,738 | $2.0B | 0.63% | |
| 42 | DUKDUKE ENERGY CORP NEW COM NEW | 15,657 | $1.9B | 0.62% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS COM | 6,805 | $1.9B | 0.61% | |
| 44 | ABTABBOTT LABS COM | 13,648 | $1.8B | 0.58% | |
| 45 | SCHWSCHWAB CHARLES CORP COM | 18,918 | $1.8B | 0.58% | |
| 46 | MRKMERCK & CO INC COM | 20,184 | $1.7B | 0.54% | |
| 47 | CGCARLYLE GROUP INC COM | 26,505 | $1.7B | 0.53% | |
| 48 | TSLATESLA INC COM | 3,721 | $1.7B | 0.53% | |
| 49 | SOSOUTHERN CO COM | 17,347 | $1.6B | 0.52% | |
| 50 | VUGVANGUARD GROWTH ETF | 3,364 | $1.6B | 0.51% | |
| 51 | VBVANGUARD SMALL-CAP ETF | 6,295 | $1.6B | 0.51% | |
| 52 | WELLWELLTOWER INC COM | 8,963 | $1.6B | 0.51% | |
| 53 | UBERUBER TECHNOLOGIES INC COM | 16,139 | $1.6B | 0.50% | |
| 54 | COPCONOCOPHILLIPS COM | 15,957 | $1.5B | 0.48% | |
| 55 | NOCNORTHROP GRUMMAN CORP COM | 2,443 | $1.5B | 0.47% | |
| 56 | VTIVANGUARD TOTAL STOCK MARKET ETF | 4,481 | $1.5B | 0.47% | |
| 57 | WPCWP CAREY INC COM | 21,671 | $1.5B | 0.47% | |
| 58 | SDYSPDR S&P DIVIDEND ETF | 10,395 | $1.5B | 0.46% | |
| 59 | OXYOCCIDENTAL PETE CORP COM | 30,669 | $1.4B | 0.46% | |
| 60 | NDQINVESCO QQQ TRUST SERIES I | 2,405 | $1.4B | 0.46% | |
| 61 | PSXPHILLIPS 66 COM | 9,819 | $1.3B | 0.43% | |
| 62 | MLB1MERCADOLIBRE INC COM | 530 | $1.2B | 0.40% | |
| 63 | HDHOME DEPOT INC COM | 3,012 | $1.2B | 0.39% | |
| 64 | NFLXNETFLIX INC COM | 998 | $1.2B | 0.38% | |
| 65 | BABOEING CO COM | 5,466 | $1.2B | 0.38% | |
| 66 | ULUNILEVER PLC SPON ADR NEW | 19,768 | $1.2B | 0.37% | |
| 67 | COFCAPITAL ONE FINL CORP COM | 5,438 | $1.2B | 0.37% | |
| 68 | BXBLACKSTONE INC COM | 6,509 | $1.1B | 0.35% | |
| 69 | GLWCORNING INC COM | 13,100 | $1.1B | 0.34% | |
| 70 | NNNNNN REIT INC COM | 25,002 | $1.1B | 0.34% | |
| 71 | AMGNAMGEN INC COM | 3,686 | $1.0B | 0.33% | |
| 72 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 10,050 | $1.0B | 0.33% | |
| 73 | RCLROYAL CARIBBEAN GROUP COM | 3,107 | $1.0B | 0.32% | |
| 74 | PFEPFIZER INC COM | 39,251 | $1.0B | 0.32% | |
| 75 | PEPPEPSICO INC COM | 7,012 | $984.8M | 0.31% | |
| 76 | KMBKIMBERLY-CLARK CORP COM | 7,875 | $979.2M | 0.31% | |
| 77 | ALSALLSTATE CORP COM | 4,538 | $974.0M | 0.31% | |
| 78 | MCDMCDONALDS CORP COM | 3,164 | $961.5M | 0.31% | |
| 79 | KYNKAYNE ANDERSON ENERGY INFRSTR COM | 76,239 | $943.1M | 0.30% | |
| 80 | KHCKRAFT HEINZ CO COM | 35,875 | $934.2M | 0.30% | |
| 81 | GISGENERAL MLS INC COM | 18,427 | $929.1M | 0.30% | |
| 82 | DDOMINION ENERGY INC COM | 15,114 | $924.5M | 0.29% | |
| 83 | BKBANK NEW YORK MELLON CORP COM | 8,459 | $921.7M | 0.29% | |
| 84 | BHPBHP GROUP LTD SPONSORED ADS | 16,366 | $912.4M | 0.29% | |
| 85 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 4,969 | $888.1M | 0.28% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO COM | 18,747 | $845.5M | 0.27% | |
| 87 | STAGSTAG INDL INC COM | 22,644 | $799.1M | 0.25% | |
| 88 | OREALTY INCOME CORP COM | 13,105 | $796.7M | 0.25% | |
| 89 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,644 | $776.0M | 0.25% | |
| 90 | NVSNNOVARTIS AG SPONSORED ADR | 6,038 | $774.3M | 0.25% | |
| 91 | TRVCCITIGROUP INC COM NEW | 7,609 | $772.3M | 0.25% | |
| 92 | CATCATERPILLAR INC COM | 1,617 | $771.6M | 0.25% | |
| 93 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 1 | $754.2M | 0.24% | |
| 94 | SCCOSOUTHERN COPPER CORP COM | 6,029 | $731.7M | 0.23% | |
| 95 | EDCONSOLIDATED EDISON INC COM | 7,090 | $712.7M | 0.23% | |
| 96 | INTCINTEL CORP COM | 21,007 | $704.8M | 0.22% | |
| 97 | EMREMERSON ELEC CO COM | 5,220 | $684.8M | 0.22% | |
| 98 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 6,734 | $682.2M | 0.22% | |
| 99 | AMLPALERIAN MLP ETF | 14,387 | $675.2M | 0.22% | |
| 100 | UNPUNION PAC CORP COM | 2,848 | $673.2M | 0.21% |
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