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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

JEPPSON WEALTH MANAGEMENT, LLC

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001831263-25-000006

Total Value
$313.5M
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL97,309$24.8M7.90%
2ISHARES 0-5 YEAR TIPS BOND ETF46429B747176,961$18.3M5.83%
3NVIDIA CORPORATION COMNVDA83,121$15.5M4.95%
4LOCKHEED MARTIN CORP COMLMT21,576$10.8M3.44%
5VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805183,802$9.3M2.97%
6ORACLE CORP COMORCL-PD25,445$7.2M2.28%
7MICROSOFT CORP COMMSFT13,619$7.1M2.25%
8EXXON MOBIL CORP COMXOM56,439$6.4M2.03%
9AMAZON COM INC COMAMZN28,939$6.4M2.03%
10DISNEY WALT CO COM25468710648,063$5.5M1.76%
11AT&T INC COMT-PC189,258$5.3M1.70%
12ALPHABET INC CAP STK CL CGOOG18,983$4.6M1.47%
13BROADCOM INC COMAVGO13,165$4.3M1.39%
14AMERICAN ELEC PWR CO INC COM02553710135,855$4.0M1.29%
15JPMORGAN CHASE & CO. COMVYLD12,605$4.0M1.27%
16CISCO SYS INC COMCSCO57,837$4.0M1.26%
17VERIZON COMMUNICATIONS INC COMVZ88,001$3.9M1.23%
18SHOPIFY INC CL A SUB VTG SHSSHOP24,868$3.7M1.18%
19RTX CORPORATION COMRTX20,028$3.4M1.07%
20ELI LILLY & CO COMLLY4,338$3.3M1.06%
21WHEATON PRECIOUS METALS CORP COMWPM27,391$3.1M0.98%
22WALMART INC COMWMT28,239$2.9M0.93%
23META PLATFORMS INC CL AMETA3,854$2.8M0.90%
24BANK AMERICA CORP COM06050510453,928$2.8M0.89%
25JOHNSON & JOHNSON COMJNJ14,928$2.8M0.88%
26KINDER MORGAN INC DEL COMEP-PC97,634$2.8M0.88%
27SPDR GOLD SHARESGLD7,680$2.7M0.87%
28QUALCOMM INC COMQCOM15,898$2.6M0.84%
29CHEVRON CORP NEW COMCVX15,882$2.5M0.79%
30PALO ALTO NETWORKS INC COMPANW11,631$2.4M0.76%
31ABBVIE INC COMABBV10,098$2.3M0.75%
32ALPHABET INC CAP STK CL AGOOG9,282$2.3M0.72%
33PROCTER AND GAMBLE CO COM74271810914,459$2.2M0.71%
34OMEGA HEALTHCARE INVS INC COM68193610051,694$2.2M0.70%
35GILEAD SCIENCES INC COMGILD19,016$2.1M0.67%
36FREEPORT-MCMORAN INC CL BFCX53,813$2.1M0.67%
37WELLS FARGO CO NEW COM94974610124,820$2.1M0.66%
38SEMPRA COMSREA22,870$2.1M0.66%
39CARDINAL HEALTH INC COMCAH12,669$2.0M0.63%
40SIMON PPTY GROUP INC NEW COM82880610910,509$2.0M0.63%
41RIO TINTO PLC SPONSORED ADRRTNTF29,738$2.0M0.63%
42DUKE ENERGY CORP NEW COM NEWDUKB15,657$1.9M0.62%
43INTERNATIONAL BUSINESS MACHS COMINTR6,805$1.9M0.61%
44ABBOTT LABS COMABLZF13,648$1.8M0.58%
45SCHWAB CHARLES CORP COMSCHW-PJ18,918$1.8M0.58%
46MERCK & CO INC COMMRK20,184$1.7M0.54%
47CARLYLE GROUP INC COMCGABL26,505$1.7M0.53%
48TESLA INC COMTSLA3,721$1.7M0.53%
49SOUTHERN CO COMSOMN17,347$1.6M0.52%
50VANGUARD GROWTH ETF9229087363,364$1.6M0.51%
51VANGUARD SMALL-CAP ETF9229087516,295$1.6M0.51%
52WELLTOWER INC COMWELL8,963$1.6M0.51%
53UBER TECHNOLOGIES INC COMUBER16,139$1.6M0.50%
54CONOCOPHILLIPS COMCOP15,957$1.5M0.48%
55NORTHROP GRUMMAN CORP COMNOC2,443$1.5M0.47%
56VANGUARD TOTAL STOCK MARKET ETF9229087694,481$1.5M0.47%
57WP CAREY INC COM92936U10921,671$1.5M0.47%
58SPDR S&P DIVIDEND ETF78464A76310,395$1.5M0.46%
59OCCIDENTAL PETE CORP COM67459910530,669$1.4M0.46%
60INVESCO QQQ TRUST SERIES IIVZ2,405$1.4M0.46%
61PHILLIPS 66 COMPSX9,819$1.3M0.43%
62MERCADOLIBRE INC COMMELI530$1.2M0.40%
63HOME DEPOT INC COMHD3,012$1.2M0.39%
64NETFLIX INC COMNFLX998$1.2M0.38%
65BOEING CO COMBA-PA5,466$1.2M0.38%
66UNILEVER PLC SPON ADR NEWUNLYF19,768$1.2M0.37%
67CAPITAL ONE FINL CORP COM14040H1055,438$1.2M0.37%
68BLACKSTONE INC COMBX6,509$1.1M0.35%
69CORNING INC COMGLW13,100$1.1M0.34%
70NNN REIT INC COMNNN25,002$1.1M0.34%
71AMGEN INC COMAMGN3,686$1.0M0.33%
72PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46710,050$1.0M0.33%
73ROYAL CARIBBEAN GROUP COMV7780T1033,107$1.0M0.32%
74PFIZER INC COMPFE39,251$1.0M0.32%
75PEPSICO INC COMPEP7,012$984,7650.31%
76KIMBERLY-CLARK CORP COMKMB7,875$979,1780.31%
77ALLSTATE CORP COMALL-PJ4,538$973,9940.31%
78MCDONALDS CORP COMMCD3,164$961,5080.31%
79KAYNE ANDERSON ENERGY INFRSTR COM48660610676,239$943,0710.30%
80KRAFT HEINZ CO COMKHC35,875$934,1850.30%
81GENERAL MLS INC COM37033410418,427$929,0930.30%
82DOMINION ENERGY INC COMD15,114$924,5230.29%
83BANK NEW YORK MELLON CORP COM0640581008,459$921,6790.29%
84BHP GROUP LTD SPONSORED ADSBHPLF16,366$912,3970.29%
85ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,969$888,1090.28%
86BRISTOL-MYERS SQUIBB CO COMCELG-RI18,747$845,4900.27%
87STAG INDL INC COM85254J10222,644$799,1070.25%
88REALTY INCOME CORP COMO13,105$796,6600.25%
89AUTOMATIC DATA PROCESSING INC COMADP2,644$776,0140.25%
90NOVARTIS AG SPONSORED ADRNVSEF6,038$774,3130.25%
91CITIGROUP INC COM NEWC-PR7,609$772,3220.25%
92CATERPILLAR INC COMCAT1,617$771,5520.25%
93BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$754,2000.24%
94SOUTHERN COPPER CORP COMSCCO6,029$731,6790.23%
95CONSOLIDATED EDISON INC COMED7,090$712,6870.23%
96INTEL CORP COMINTC21,007$704,7850.22%
97EMERSON ELEC CO COMEMR5,220$684,7600.22%
98FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451016,734$682,2220.22%
99ALERIAN MLP ETF00162Q45214,387$675,1890.22%
100UNION PAC CORP COMUNP2,848$673,1820.21%
101TRAVELERS COMPANIES INC COMTRV2,370$661,7510.21%
102TYSON FOODS INC CL ATSN11,743$637,6450.20%
103VISA INC COM CL AV1,810$617,8980.20%
104NEXTERA ENERGY INC COMNEE-PW8,085$610,2990.19%
105ILLINOIS TOOL WKS INC COM4523081092,336$609,1350.19%
106ING GROEP N.V. SPONSORED ADRINGVF23,075$601,7960.19%
107CIDARA THERAPEUTICS INC COM NEW1717571076,155$589,4030.19%
108COINBASE GLOBAL INC COM CL ACOIN1,739$586,8950.19%
109KELLANOVA COMBEKE7,089$581,4690.19%
110COCA COLA CO COMKO8,657$574,1320.18%
111EVERGY INC COMEVRG7,424$564,3720.18%
112VORNADO RLTY TR SH BEN INT92904210913,802$559,3950.18%
113CONAGRA BRANDS INC COMCAG30,513$558,6930.18%
114STARBUCKS CORP COMSBUX6,495$549,4770.18%
115ADOBE INC COMADBE1,535$541,4710.17%
116DARDEN RESTAURANTS INC COMDRI2,830$538,7190.17%
117WILLIAMS SONOMA INC COMWSM2,683$524,3920.17%
1183M CO COMMMM3,345$519,0770.17%
119DOVER CORP COMDOV3,099$517,0140.16%
120COMCAST CORP NEW CL ACCZ16,084$505,3590.16%
121SABRA HEALTH CARE REIT INC COMSBRA26,870$500,8570.16%
122ISHARES TIPS BOND ETF4642871764,484$498,7020.16%
123CHEESECAKE FACTORY INC COMCAKE9,116$498,0810.16%
124NATIONAL GRID PLC SPONSORED ADR NENMPWP6,696$486,5980.16%
125PAYCHEX INC COMPAYX3,819$484,0960.15%
126SALESFORCE INC COMCRM2,027$480,4300.15%
127ENTERPRISE PRODS PARTNERS L P COM29379210715,165$474,1960.15%
128VANECK GOLD MINERS ETF92189F1066,200$473,6800.15%
129TARGET CORP COMTGT5,242$470,2070.15%
130GLOBAL X SILVER MINERS ETF37954Y8486,528$467,6010.15%
131WASTE MGMT INC DEL COM94106L1092,092$461,9760.15%
132SCHWAB U.S. BROAD MARKET ETF80852410217,702$455,1230.15%
133VANGUARD DIVIDEND APPRECIATION ETF9219088442,107$454,6700.15%
134MONDELEZ INTL INC CL A6092071057,227$451,4710.14%
135PALANTIR TECHNOLOGIES INC CL APLTR2,428$442,9160.14%
136GE AEROSPACE COM NEW3696043011,472$442,8070.14%
137GENERAL DYNAMICS CORP COMGD1,230$419,4300.13%
138UNITEDHEALTH GROUP INC COMUNH1,200$414,3600.13%
139SCHWAB U.S. SMALL-CAP ETF80852460714,792$412,6970.13%
140NORTHWESTERN ENERGY GROUP INC COM NEWNWE6,957$407,7500.13%
141VANGUARD FTSE EMERGING MARKETS ETF9220428587,520$407,4450.13%
142MEDTRONIC PLC SHSMDT4,252$404,9600.13%
143NUCOR CORP COMNUE2,986$404,3940.13%
144BARRICK MNG CORP COM SHS06849F10812,273$402,1860.13%
145HONEYWELL INTL INC COM4385161061,902$400,3710.13%
146TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,419$396,3130.13%
147AIR PRODS & CHEMS INC COMAIIR1,453$396,2620.13%
148KRANESHARES CSI CHINA INTERNET ETF5007673069,258$388,9290.12%
149VANGUARD SMALL-CAP GROWTH ETF9229085951,284$382,2140.12%
150KIMCO RLTY CORP COM49446R10917,055$372,6520.12%
151ARCHER DANIELS MIDLAND CO COMADM6,211$371,0450.12%
152MICRON TECHNOLOGY INC COMMU2,216$370,7810.12%
153AGNICO EAGLE MINES LTD COMAEM2,175$366,6180.12%
154NEWMONT CORP COMNEMCL4,343$366,1890.12%
155GRAYSCALE BITCOIN TRUST ETFGBTC4,060$364,4660.12%
156ISHARES MSCI EMERGING MARKETS ETF4642872346,765$361,2650.12%
157DUPONT DE NEMOURS INC COMDD4,625$360,2880.11%
158COSTCO WHSL CORP NEW COM22160K105388$359,1850.11%
159VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427182,515$358,5370.11%
160TAKE-TWO INTERACTIVE SOFTWARE COMTTWO1,372$354,4700.11%
161STARWOOD PPTY TR INC COMSTHO18,205$352,6310.11%
162VANGUARD INFORMATION TECHNOLOGY ETF92204A702466$347,6570.11%
163BXP INC COMBXP4,661$346,4990.11%
164ENERGY TRANSFER L P COM UT LTD PTNET-PI19,864$340,8660.11%
165MARVELL TECHNOLOGY INC COMMRVL3,962$333,0850.11%
166AMERICAN TOWER CORP NEW COM03027X1001,705$327,9060.10%
167CLOROX CO DEL COMCLX2,573$317,2510.10%
168CROWDSTRIKE HLDGS INC CL ACRWD634$310,9010.10%
169DIAGEO PLC SPON ADR NEWDGEAF3,248$309,9570.10%
170PROSHARES BITCOIN ETF74347G44015,568$306,3850.10%
171VANGUARD SMALL CAP VALUE ETF9229086111,455$303,6730.10%
172GENUINE PARTS CO COMGPC2,183$302,5640.10%
173CHIPOTLE MEXICAN GRILL INC COMCMG7,550$295,8850.09%
174US BANCORP DEL COM NEWUSB-PS5,927$286,4520.09%
175TEXAS INSTRS INC COM8825081041,556$285,8840.09%
176VALERO ENERGY CORP COMVLO1,656$281,9510.09%
177INTUIT COMINTU406$277,2610.09%
178EXPEDIA GROUP INC COM NEWEXPE1,294$276,6070.09%
179DELL TECHNOLOGIES INC CL CDELL1,947$276,0260.09%
180SNOWFLAKE INC COM SHSSNOW1,210$272,9160.09%
181DIAMONDBACK ENERGY INC COMFANG1,904$272,4620.09%
182RIVIAN AUTOMOTIVE INC COM CL ARIVN18,556$272,4020.09%
183NORFOLK SOUTHN CORP COM655844108900$270,3690.09%
184CORTEVA INC COMCTVA3,960$267,8150.09%
185BRIXMOR PPTY GROUP INC COM11120U1059,675$267,8040.09%
186UNITED PARCEL SERVICE INC CL BUPS3,193$266,7110.09%
187COLGATE PALMOLIVE CO COMCL3,332$266,3600.08%
188DOW INC COMDOW11,257$258,1180.08%
189PORTLAND GEN ELEC CO COM NEW7365088475,701$250,8440.08%
190ALTRIA GROUP INC COMMO3,735$246,7340.08%
191ISHARES GOLD TRUSTIAU3,370$245,2350.08%
192VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,952$236,8040.08%
193PARAMOUNT SKYDANCE CORP COM CL BPSKY12,085$228,6480.07%
194AMCOR PLC ORDAMCCF27,854$227,8460.07%
195PUBLIC SVC ENTERPRISE GRP INC COM7445731062,725$227,4290.07%
196NIKE INC CL BNKE3,217$224,3210.07%
197GE VERNOVA INC COMGEV362$222,5940.07%
198BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A442$222,2110.07%
199ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,000$221,1800.07%
200BECTON DICKINSON & CO COMBDX1,181$221,0480.07%
201UGI CORP NEW COM9026811056,610$219,8490.07%
202VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464061,538$216,7810.07%
203LAS VEGAS SANDS CORP COMLVS3,996$214,9450.07%
204AMERICAN WTR WKS CO INC NEW COM0304201031,540$214,3530.07%
205DELTA AIR LINES INC DEL COM NEWDAL3,754$213,0400.07%
206PACKAGING CORP AMER COM695156109976$212,7000.07%
207OLD REP INTL CORP COM6802231045,000$212,3500.07%
208VANGUARD MID-CAP VALUE ETF9229085121,210$211,2420.07%
209BAIDU INC SPON ADR REP ABAIDF1,561$205,6930.07%
210FRANCO NEV CORP COMFNV905$201,7340.06%
211XCEL ENERGY INC COMXELLL2,500$201,6250.06%
212FIRSTENERGY CORP COMFE4,387$201,0120.06%
213VANGUARD MID-CAP ETF922908629684$200,9180.06%
214ALPINE INCOME PPTY TR INC COM02083X10314,117$200,0380.06%
215AMBEV SA SPONSORED ADRABEV75,205$167,7070.05%
216SNAP INC CL ASNAP21,326$164,4230.05%
217AES CORP COMAES11,421$150,3000.05%
218ADECOAGRO S A COMAGRO15,845$124,2250.04%
219DNP SELECT INCOME FD INC COM23325P10411,248$112,5920.04%
220JETBLUE AWYS CORP COM47714310114,165$69,6920.02%
221SNDL INC COMSNDL20,000$53,6000.02%
222TILRAY BRANDS INC COMTLRY20,000$34,6000.01%
223CARDIFF ONCOLOGY INC COMCRDF12,001$24,7220.01%
224GOLDMINING INC COMGLDG12,000$14,7600.00%
225SUNNOVA ENERGY INTL INC. COM86745K10414,760$70.00%