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Jeppson Wealth Management, LLC
JEPPSON WEALTH MANAGEMENT, LLC is a registered investment adviser based in Manhattan Beach, California. Founded in 2020, the firm serves primarily individuals, with a particular focus on high net worth individuals, and offers discretionary portfolio management and wealth planning services. With approximately 7 employees as of 2025, Jeppson manages over $700 million in client assets, providing customized investment solutions for a broad range of financial goals. The firm's clientele also includes some corporations and a small number of pension plans and charitable organizations.
Investment Strategy
Jeppson Wealth Management, LLC offers discretionary investment management focused on diversified portfolios tailored to each client’s risk tolerance and investment objectives. The firm invests primarily in large-cap equities, high-quality bonds, and ETFs, emphasizing long-term growth, capital preservation, and risk management. Representative holdings include prominent technology, defense, and energy companies, with allocations adjusted based on market conditions and client needs. Jeppson primarily serves high net worth individuals, seeking to optimize after-tax returns and align investment strategies with clients’ unique financial plans.
Latest 13F Filing Activity
Jeppson Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 223 equity positions with a total 13F market value of $314M. The fund increased holdings in Apple Inc. Com, Nvidia Corporation Com, Oracle Corp. Com among other positions. Jeppson Wealth Management, LLC reduced exposure to Ishares 0-5 Year Tips Bond Etf, Disney Walt Co. Com, AT&T Inc. Com among others.
Top Holdings
Equity Positions (223)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 7.90% | $24.8M | 97,309 | $117.91 | $254.63 | +$4.6M |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.83% | $18.3M | 176,961 | $100.35 | $103.36 | -$484.2K |
N NVDA | NVIDIA CORPORATION COM | 4.95% | $15.5M | 83,121 | $15.90 | $186.58 | +$2.3M |
L LMT | LOCKHEED MARTIN CORP COM | 3.44% | $10.8M | 21,576 | $394.64 | $499.21 | +$678.9K |
V VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.97% | $9.3M | 183,802 | $49.84 | $50.63 | +$476.6K |
Industry Allocation
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