JEPPSON WEALTH MANAGEMENT, LLC
236 holdingsFiling period: 2026-03-31Current AUM: $353.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 96.3K | $24.4M | $29.8M | 8.42% | -262 | 2026-03-31 |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 171.5K | $17.7M | $17.4M | 4.91% | +663 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION COM | 79.9K | $13.9M | $16.0M | 4.53% | -1,712 | 2026-03-31 |
| 4 | LMT | LOCKHEED MARTIN CORP COM | 19.6K | $11.9M | $11.4M | 3.24% | -1,216 | 2026-03-31 |
| 5 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 178.8K | $8.9M | $8.9M | 2.51% | -869 | 2026-03-31 |
| 6 | XOM | EXXON MOBIL CORP COM | 49.8K | $8.4M | $7.7M | 2.19% | -3,621 | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP COM | 49.8K | $8.4M | $7.7M | 2.19% | -3,621 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC COM | 28.6K | $6.0M | $7.8M | 2.19% | -263 | 2026-03-31 |
| 9 | T | AT&T INC COM | 192.5K | $5.6M | $4.5M | 1.27% | -2,601 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 18.2K | $5.2M | $6.5M | 1.84% | -351 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP COM | 14.0K | $5.2M | $6.5M | 1.84% | +402 | 2026-03-31 |
| 12 | DIS | DISNEY WALT CO COM | 47.7K | $4.6M | $4.6M | 1.30% | -123 | 2026-03-31 |
| 13 | AEP | AMERICAN ELEC PWR CO INC COM | 34.9K | $4.6M | $4.5M | 1.26% | -915 | 2026-03-31 |
| 14 | VZ | VERIZON COMMUNICATIONS INC COM | 90.5K | $4.5M | $4.2M | 1.20% | -2,428 | 2026-03-31 |
| 15 | CSCO | CISCO SYS INC COM | 56.6K | $4.4M | $6.6M | 1.86% | -825 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC COM | 12.8K | $4.0M | $5.0M | 1.41% | -328 | 2026-03-31 |
| 17 | LLY | ELI LILLY & CO COM | 4.1K | $3.8M | $4.7M | 1.34% | -49 | 2026-03-31 |
| 18 | ORCL | ORACLE CORP COM | 25.6K | $3.8M | $3.3M | 0.94% | +247 | 2026-03-31 |
| 19 | RTX | RTX CORPORATION COM | 19.2K | $3.7M | $4.1M | 1.17% | -349 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO COM | 12.6K | $3.7M | $4.4M | 1.25% | -19 | 2026-03-31 |
| 21 | WMT | WALMART INC COM | 28.0K | $3.5M | $3.1M | 0.88% | -206 | 2026-03-31 |
| 22 | WPM | WHEATON PRECIOUS METALS CORP COM | 26.3K | $3.4M | $2.9M | 0.81% | -618 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON COM | 13.9K | $3.4M | $3.6M | 1.01% | -315 | 2026-03-31 |
| 24 | KMI | KINDER MORGAN INC DEL COM | 97.3K | $3.3M | $3.1M | 0.89% | -327 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION COM | 15.3K | $3.2M | $3.0M | 0.85% | -543 | 2026-03-31 |
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