StockDriftsStockDriftsTop 50 Jeppson Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 8.99% | 94.6K | $31.5M | -0.41%(-391) | $108.90(+214.93%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.03% | 77.2K | $17.6M | -1.46%(-1.14K) | $15.65(+1287.07%) | 2026-09-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 4.65% | 163.4K | $16.3M | -3.90%(-6.63K) | $100.96(-0.47%) | 2026-09-30 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.78% | 198.1K | $9.8M | +11.86%(+21.01K) | $49.71(-2.16%) | 2026-09-30 | |
| LMT | LOCKHEED MARTIN CORP COM | 2.74% | 18.9K | $9.6M | -1.86%(-358) | $394.35(+39.02%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 1.99% | 13.6K | $7.0M | -2.47%(-345) | $235.45(+126.59%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 1.96% | 27.6K | $6.9M | -0.73%(-203) | $143.84(+82.45%) | 2026-09-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.72% | 17.7K | $6.0M | +0.01%(+2) | $77.61(+338.31%) | 2026-09-30 | |
| CSCO | CISCO SYS INC COM | 1.67% | 54.3K | $5.8M | -2.98%(-1.67K) | $43.82(+143.07%) | 2026-09-30 | |
| DIS | DISNEY WALT CO COM | 1.48% | 49.4K | $5.2M | +2.68%(+1.29K) | $119.40(-8.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.83% | +59.45% | +9.30% | +55.98% |
| Top 20 Holdings Unweighted | +19.54% | +70.83% | +11.19% | +69.92% |
Jeppson Wealth Management LLC reports $350.50M in US-listed equity holdings across 244 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.0%), NVDA (5.0%) and STIP (4.7%). The top 20 holdings account for 44.68% of reported assets. Its disclosed equity book has returned +59.45% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jeppson Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831263). View Jeppson Wealth Management LLC’s 13F filings on SEC