account_balance
Investment manager · 13F filer · SEC CIK 1831263
Jeppson Wealth Management, LLC
Reported value$350Mas of Sep 30, 2026
Positions244 15 new, 13 sold out
Top 10 weight33.8%AAPL alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.0%
NVDANVIDIA Corp
5.0%
STIPiShares 0-5 Year Tips Bond ETF
4.6%Trimmed −4%
VTIPVanguard Short-Term Inflation-Protected Securities ETF
2.8%Added +12%
LMTLockheed Martin Corp
2.7%
XOMExxonMobil Holdings Corp
2.2%Added +2%
MSFTMicrosoft Corp
2.0%Trimmed −2%
AMZNAmazon.com Inc
2.0%
GOOGAlphabet Inc.
1.7%
CSCOCisco Systems, Inc.
1.7%−3%
DISWalt Disney Co
1.5%+3%
PANWPalo Alto Networks Inc
1.4%
AAPLApple Inc.
9.0%
NVDANVIDIA Corp
5.0%
STIPiShares 0-5 Year Tips Bond ETF
4.6%
VTIPVanguard Short-Term Inflation-Protected Securities ETF
2.8%
LMTLockheed Martin Corp
2.7%
XOMExxonMobil Holdings Corp
2.2%
MSFTMicrosoft Corp
2.0%
AMZNAmazon.com Inc
2.0%
GOOGCSCODIS1.5%PANWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.0% HeldNVDA NVIDIA Corp 5.0% Held
STIP iShares 0-5 Year Tips Bond ETF 4.6% Trimmed −4%
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 2.8% Added +12%
LMT Lockheed Martin Corp 2.7% HeldXOM ExxonMobil Holdings Corp 2.2% Added +2%MSFT Microsoft Corp 2.0% Trimmed −2%AMZN Amazon.com Inc 2.0% HeldGOOG Alphabet Inc. 1.7% HeldCSCO Cisco Systems, Inc. 1.7% Trimmed −3%DIS Walt Disney Co 1.5% Added +3%PANW Palo Alto Networks Inc 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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