Jeppson Wealth Management
Jeppson Wealth Management reported 244 stocks worth $350M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (9.0%), NVDA (5.0%) and STIP (4.7%). Compared with Q2 2026, the fund opened new positions in SPCX, added to VTIP, XOM and DIS, trimmed AAPL, NVDA and STIP and sold out of TIP, STWD and WDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $31.5M | 9.0% | 95K | −391 (−0%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $17.6M | 5.0% | 77K | −1,140 (−1%) | 8 of 8 | |
| 3 |  STIP Ishares 0-5 | $16.3M | 4.7% | 163K | −6,633 (−4%) | 8 of 8 | |
| 4 |  VTIP Vanguard Shrt Inf Prot | $9.8M | 2.8% | 198K | +21K (+12%) | 8 of 8 | |
| 5 |  LMT Lockheed Martin Corp | $9.6M | 2.7% | 19K | −358 (−2%) | 8 of 8 | |
| 6 |  XOM Exxon Mobil Corp | $7.9M | 2.2% | 48K | +1,075 (+2%) | 2 of 8 | |
| 7 |  MSFT Microsoft Corp | $7M | 2.0% | 14K | −345 (−2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $6.9M | 2.0% | 28K | −203 (−1%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $6M | 1.7% | 18K | No change | 8 of 8 | |
| 10 |  CSCO Cisco Sys Inc | $5.8M | 1.7% | 54K | −1,667 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TIP Ishares Tips Bond ETF | $504K | 4,602 |
 STWD Starwood Ppty TR Inc | $278K | 17K |
 WDC Western Digital Corp | $246K | 385 |
 CVS Cvs Health Corp | $222K | 2,144 |
 PEG Public Svc Enterprise GR | $221K | 2,725 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jeppson Wealth Management 13F FAQ
What does Jeppson Wealth Management own?
Jeppson Wealth Management reported 244 stocks worth $350M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (9.0%), NVDA (5.0%) and STIP (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Jeppson Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 58 added to, 99 trimmed and 13 sold out. New positions include SPCX. It sold all of TIP, STWD and WDC.
When will Jeppson Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Jeppson Wealth Management's portfolio worth?
The Q3 2026 filing reports $350M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.