Jeppson Wealth Management, LLC - Q42025 Holdings

Jeppson Wealth Management, LLC holds 225 stocks with a total portfolio value of $ 315.85M as of Q42025. In Q42025, Jeppson Wealth Management, LLC added 12 new positions, increased stakes in 55 stocks, reduced 111 holdings, and fully exited 12 positions. The largest holding is Apple Inc Com (AAPL), representing 8.31% of the total portfolio.