JEPPSON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Manhattan Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 339,406
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 242 | 339,406 | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/14/2026 | 235 | 318,995 | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC |
| 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 | 293.1 K | 86.3% | 19.68 K | 0 | 19.68 K |
| ETFs | 46.36 K | 13.7% | 732 | 0 | 732 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
339,406
Holdings
242
QoQ value change ($000)
20,411
(6.4%)
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.