JEPPSON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Manhattan Beach, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 315,847
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 225 | 315,847 | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 225 | 313,502 | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/15/2025 | 211 | 289,116 | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 269.8 K | 85.4% | 3.269 K | 0 | 3.269 K |
| ETFs | 46.01 K | 14.6% | 0 | 927 | -927 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
315,847
Holdings
225
QoQ value change ($000)
2,345
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.