SEC Form 13F · Q1 2026

JEPPSON WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRCA
$319.0M
Portfolio Value
235
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
JEPPSON WEALTH MANAGEMENT, LLC
CIK
1831263
Accession No.
0001831263-26-000002
Location
MANHATTAN BEACH, CA
Form Type
13F-HR
Portfolio Value
$319.0M
Holdings Reported
235
Reporting Period
Q1 2026
Filed
April 14, 2026

About this Filing

JEPPSON WEALTH MANAGEMENT, LLC is an institutional investment manager based in MANHATTAN BEACH, CA reporting approximately $319.0M in 13(f) securities across 235 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.