JEPPSON WEALTH MANAGEMENT, LLC
Position in TD — Toronto Dominion Bank
CIK 1831263
MANHATTAN BEACH, CA
Position in TD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$285,239
+$63,722 QoQ
Shares Held
2,349
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#634
of 897 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. TD ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
2,349 | $285,239 |
All Filings in TD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,239 | 2,349 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $221,517 | 2,374 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $223,630 | 2,374 | Shares | Sole | 2026-01-27 | |
| 2020-09-30 | $106,768 | 2,309 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||