JEPPSON WEALTH MANAGEMENT, LLC

CIK
1831263
City
MANHATTAN BEACH
State / Country
CA

Top Portfolio Positions

207 positions · $272,225,780 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
96,329 $24,447,336 8.98%
NVDA
Nvidia Corp
Technology
79,857 $13,927,060 5.12%
LMT
Lockheed Martin Corp
Industrials
19,643 $11,872,032 4.36%
XOM
Exxon Mobil Corp
Energy
49,768 $8,443,638 3.10%
AMZN
Amazon Com Inc
Consumer Cyclical
28,570 $5,950,273 2.19%
T
At&T Inc.
Communication Services
192,467 $5,579,618 2.05%
MSFT
Microsoft Corp
Technology
13,967 $5,170,164 1.90%
DIS
Walt Disney Co
Communication Services
47,714 $4,598,675 1.69%
AEP
American Electric Power Co Inc
Utilities
34,860 $4,569,448 1.68%
VZ
Verizon Communications Inc
Communication Services
90,470 $4,541,594 1.67%

Holdings in AEP

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Report Date Value (USD) Shares
2026-03-31 $4,569,448 34,860