Notify me when JEPPSON WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 225 | $315,847,039 | +$6,749,207 | -$8,660,653 | -$1,911,446 | AAPL, STIP, NVDA, LMT, VTIP | 13F-HR | 27 Jan 2026, 12:37 |
| Q3 2025 | 225 | $313,502,481 | +$4,942,422 | -$4,153,209 | +$789,213 | AAPL, STIP, NVDA, LMT, VTIP | 13F-HR | 15 Oct 2025, 13:51 |
| Q2 2025 | 211 | $289,116,292 | +$6,626,963 | -$7,332,650 | -$705,687 | AAPL, STIP, NVDA, LMT, VTIP | 13F-HR | 15 Jul 2025, 14:54 |
| Q1 2025 | 206 | $273,166,875 | +$6,647,987 | -$6,351,197 | +$296,790 | AAPL, STIP, LMT, NVDA, VTIP | 13F-HR | 24 Apr 2025, 15:15 |
| Q4 2024 | 199 | $275,689,567 | +$4,386,557 | -$5,159,953 | -$773,396 | AAPL, STIP, NVDA, LMT, VTIP | 13F-HR | 22 Jan 2025, 16:59 |
| Q3 2024 | 205 | $279,158,515 | +$5,011,670 | -$3,664,619 | +$1,347,051 | AAPL, STIP, LMT, NVDA, VTIP | 13F-HR | 04 Nov 2024, 17:41 |
| Q2 2024 | 205 | $262,131,788 | +$13,364,805 | -$5,651,278 | +$7,713,527 | AAPL, STIP, NVDA, LMT, VTIP | 13F-HR | 05 Aug 2024, 15:08 |
| Q1 2024 | 208 | $257,738,987 | +$7,201,236 | -$5,606,323 | +$1,594,913 | STIP, AAPL, LMT, VTIP, NVDA | 13F-HR | 17 Apr 2024, 16:43 |
| Q4 2023 | 203 | $241,502,701 | +$14,648,786 | -$9,961,641 | +$4,687,145 | AAPL, STIP, LMT, VTIP, XOM | 13F-HR | 11 Jan 2024, 13:43 |
| Q3 2023 | 183 | $218,188,906 | +$7,727,624 | -$9,170,137 | -$1,442,513 | STIP, AAPL, LMT, XOM, VTIP | 13F-HR | 25 Oct 2023, 14:29 |
| Q2 2023 | 192 | $229,799,740 | +$6,507,592 | -$14,303,212 | -$7,795,620 | STIP, AAPL, LMT, XOM, MSFT | 13F-HR | 31 Jul 2023, 13:17 |
| Q1 2023 | 199 | $229,679,463 | +$3,536,721 | -$21,726,599 | -$18,189,878 | STIP, AAPL, LMT, XOM, VTIP | 13F-HR | 27 Apr 2023, 17:36 |
| Q4 2022 | 206 | $237,780,477 | +$23,316,288 | -$23,380,395 | -$64,107 | STIP, AAPL, VTIP, LMT, XOM | 13F-HR | 27 Jan 2023, 14:40 |
| Q3 2022 | 193 | $220,573,000 | +$17,477,380 | -$10,960,262 | +$6,517,118 | VTIP, STIP, AAPL, LMT, XOM | 13F-HR | 20 Oct 2022, 16:22 |
| Q2 2022 | 192 | $232,518,000 | +$64,331,880 | -$17,373,227 | +$46,958,653 | VTIP, STIP, AAPL, LMT, XOM | 13F-HR | 02 Aug 2022, 18:29 |
| Q1 2022 | 171 | $214,299,000 | +$21,258,723 | -$14,471,637 | +$6,787,086 | VTIP, AAPL, STIP, LMT, SCHP | 13F-HR | 27 Apr 2022, 11:43 |
| Q4 2021 | 159 | $207,295,000 | +$18,563,504 | -$14,079,938 | +$4,483,566 | VTIP, AAPL, SCHP, LMT, TIP | 13F-HR | 19 Jan 2022, 17:09 |
| Q3 2021 | 155 | $191,847,000 | +$12,774,435 | -$1,012,391 | +$11,762,044 | VTIP, AAPL, LMT, TIP, AMZN | 13F-HR | 17 Nov 2021, 11:23 |
| Q2 2021 | 150 | $183,392,000 | +$7,160,357 | -$2,495,658 | +$4,664,699 | VTIP, AAPL, LMT, TIP, AMZN | 13F-HR | 20 Jul 2021, 16:20 |
| Q1 2021 | 139 | $168,165,000 | +$17,337,948 | -$7,240,823 | +$10,097,125 | VTIP, AAPL, LMT, TIP, SCHP | 13F-HR | 19 May 2021, 15:45 |
| Q4 2020 | 136 | $150,405,000 | +$28,925,842 | -$16,650,419 | +$12,275,423 | VTIP, AAPL, SCHP, LMT, TIP | 13F-HR | 05 Mar 2021, 15:50 |
| Q3 2020 | 508 | $127,620,000 | $0 | $0 | $0 | AAPL, VTIP, LMT, AMZN, MSFT | 13F-HR | 19 Nov 2020, 16:42 |