Position in SNOW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$404,655
+$130,465 QoQ
Shares Held
1,590
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#966
of 1,453 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. SNOW ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
This page
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in SNOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,655 | 1,590 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $274,190 | 1,818 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $263,232 | 1,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $272,915 | 1,210 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $273,894 | 1,224 | Shares | Sole | 2025-07-15 | |
| 2024-06-30 | $400,947 | 2,968 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $494,172 | 3,058 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $494,117 | 2,483 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $379,786 | 2,486 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $439,774 | 2,499 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $383,256 | 2,484 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $367,031 | 2,557 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $255,109 | 1,501 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $200,524 | 1,442 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $215,153 | 939 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $268,628 | 793 | Shares | Sole | 2022-01-19 | |
| 2021-03-31 | $212,313 | 926 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||