JEPPSON WEALTH MANAGEMENT, LLC
•CIK: 1831263•Filing: Q4 2025
**JEPPSON WEALTH MANAGEMENT, LLC** manages $316M across a diversified portfolio of 225 positions. The fund exhibits significant concentration in technology and industrials, highlighted by a $26.3M allocation to AAPL and $17.5M in STIP. Further notable holdings include substantial positions in NVDA ($15.2M), LMT ($10.1M), and AMZN ($6.7M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$315.8M
QoQ Performance
+0.8%
Positions
225
Top 10 Concentration
34.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
STIP
AAPL8.3%
STIP5.5%
NVDA4.8%
LMT3.2%
VTIP2.8%
AMZN2.1%
MSFT2.1%
XOM2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.3%
Technology25.8%
Healthcare6.4%
Industrial5.8%
Financial5.7%
Consumer5.4%
Communication3.7%
Energy3.1%
🚪 Exited Positionssold since Q3 2025
—
CIDARA THERAPEUTICS INC COM NEW
SOLD
$589.4K
+26 more exited positions
Changes from Q3 2025
NEW6 new positions
↑50 increased
↓109 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023