Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed January 27, 2026 · Accession 0001831263-26-000001

Total Value
$315.8M
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL96,591$26.3M8.31%
2ISHARES 0-5 YEAR TIPS BOND ETF46429B747170,803$17.5M5.54%
3NVIDIA CORPORATION COMNVDA81,569$15.2M4.82%
4LOCKHEED MARTIN CORP COMLMT20,859$10.1M3.19%
5VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805179,687$8.9M2.81%
6AMAZON COM INC COMAMZN28,833$6.7M2.11%
7MICROSOFT CORP COMMSFT13,565$6.6M2.08%
8EXXON MOBIL CORP COMXOM53,389$6.4M2.03%
9ALPHABET INC CAP STK CL CGOOG18,566$5.8M1.84%
10DISNEY WALT CO COM25468710647,837$5.4M1.72%
11ORACLE CORP COMORCL-PD25,304$4.9M1.56%
12AT&T INC COMT-PC195,068$4.8M1.53%
13BROADCOM INC COMAVGO13,172$4.6M1.44%
14ELI LILLY & CO COMLLY4,183$4.5M1.42%
15CISCO SYS INC COMCSCO57,392$4.4M1.40%
16AMERICAN ELEC PWR CO INC COM02553710135,775$4.1M1.31%
17JPMORGAN CHASE & CO. COMVYLD12,576$4.1M1.28%
18SHOPIFY INC CL A SUB VTG SHSSHOP24,141$3.9M1.23%
19VERIZON COMMUNICATIONS INC COMVZ92,898$3.8M1.20%
20RTX CORPORATION COMRTX19,570$3.6M1.14%
21WHEATON PRECIOUS METALS CORP COMWPM26,934$3.2M1.00%
22WALMART INC COMWMT28,184$3.1M0.99%
23SPDR GOLD SHARESGLD7,756$3.1M0.97%
24BANK AMERICA CORP COM06050510453,830$3.0M0.94%
25JOHNSON & JOHNSON COMJNJ14,201$2.9M0.93%
26ALPHABET INC CAP STK CL AGOOG9,253$2.9M0.92%
27META PLATFORMS INC CL AMETA4,136$2.7M0.86%
28QUALCOMM INC COMQCOM15,873$2.7M0.86%
29KINDER MORGAN INC DEL COMEP-PC97,639$2.7M0.85%
30FREEPORT-MCMORAN INC CL BFCX52,803$2.7M0.85%
31CARDINAL HEALTH INC COMCAH12,669$2.6M0.82%
32CHEVRON CORP NEW COMCVX15,852$2.4M0.76%
33RIO TINTO PLC SPONSORED ADRRTNTF29,357$2.3M0.74%
34ABBVIE INC COMABBV10,098$2.3M0.73%
35GILEAD SCIENCES INC COMGILD18,781$2.3M0.73%
36OMEGA HEALTHCARE INVS INC COM68193610051,521$2.3M0.72%
37WELLS FARGO CO NEW COM94974610124,300$2.3M0.72%
38PALO ALTO NETWORKS INC COMPANW11,610$2.1M0.68%
39MERCK & CO INC COMMRK20,136$2.1M0.67%
40PROCTER & GAMBLE CO COM74271810914,086$2.0M0.64%
41INTERNATIONAL BUSINESS MACHS COMINTR6,800$2.0M0.64%
42SEMPRA COMSREA22,770$2.0M0.64%
43SIMON PPTY GROUP INC NEW COM82880610910,454$1.9M0.61%
44SCHWAB CHARLES CORP COMSCHW-PJ18,818$1.9M0.60%
45DUKE ENERGY CORP NEW COM NEWDUKB15,618$1.8M0.58%
46TESLA INC COMTSLA3,901$1.8M0.56%
47ABBOTT LABS COMABLZF13,288$1.7M0.53%
48WELLTOWER INC COMWELL8,938$1.7M0.53%
49VANGUARD SMALL-CAP ETF9229087516,343$1.6M0.52%
50VANGUARD GROWTH ETF9229087363,255$1.6M0.50%
51CARLYLE GROUP INC COMCGABL26,295$1.6M0.49%
52SOUTHERN CO COMSOMN17,342$1.5M0.48%
53INVESCO QQQ TRUST SERIES IIVZ2,454$1.5M0.48%
54CONOCOPHILLIPS COMCOP15,762$1.5M0.47%
55VANGUARD TOTAL STOCK MARKET ETF9229087694,355$1.5M0.46%
56OCCIDENTAL PETE CORP COM67459910535,034$1.4M0.46%
57STATE STREET SPDR S&P DIVIDEND ETF78464A76310,045$1.4M0.44%
58WP CAREY INC COM92936U10921,656$1.4M0.44%
59NORTHROP GRUMMAN CORP COMNOC2,442$1.4M0.44%
60UBER TECHNOLOGIES INC COMUBER16,033$1.3M0.41%
61CAPITAL ONE FINL CORP COM14040H1055,398$1.3M0.41%
62PHILLIPS 66 COMPSX9,799$1.3M0.40%
63AMGEN INC COMAMGN3,690$1.2M0.38%
64BOEING CO COMBA-PA5,426$1.2M0.37%
65UNILEVER PLC SPON ADR NEWUNLYF17,302$1.1M0.36%
66CORNING INC COMGLW12,825$1.1M0.36%
67MERCADOLIBRE INC COMMELI529$1.1M0.34%
68BRISTOL-MYERS SQUIBB CO COMCELG-RI19,567$1.1M0.33%
69HOME DEPOT INC COMHD3,022$1.0M0.33%
70PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4679,925$1.0M0.33%
71KIMBERLY-CLARK CORP COMKMB10,196$1.0M0.33%
72PFIZER INC COMPFE40,891$1.0M0.32%
73PEPSICO INC COMPEP7,062$1.0M0.32%
74BLACKSTONE INC COMBX6,494$1.0M0.32%
75NNN REIT INC COMNNN25,076$993,7740.31%
76BHP GROUP LTD SPONSORED ADSBHPLF16,386$989,2150.31%
77BANK NEW YORK MELLON CORP COM0640581008,449$980,8490.31%
78NETFLIX INC. COMNFLX10,081$945,1950.30%
79MCDONALDS CORP COMMCD3,089$944,0910.30%
80KAYNE ANDERSON ENERGY INFRSTR COM48660610676,092$942,0220.30%
81ALLSTATE CORP COMALL-PJ4,383$912,2550.29%
82CATERPILLAR INC COMCAT1,551$888,5210.28%
83CITIGROUP INC COM NEWC-PR7,598$886,6110.28%
84DOMINION ENERGY INC COMD15,114$885,5290.28%
85ROYAL CARIBBEAN GROUP COMV7780T1033,102$865,2100.27%
86KRAFT HEINZ CO COMKHC34,889$846,0580.27%
87SOUTHERN COPPER CORP COMSCCO5,859$840,5910.27%
88NOVARTIS AG SPONSORED ADRNVSEF6,038$832,4590.26%
89STAG INDUSTRIAL INC COM85254J10222,369$822,2840.26%
90INTEL CORP COMINTC21,236$783,6080.25%
91TYSON FOODS INC CL ATSN12,953$759,3050.24%
92BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$754,8000.24%
93REALTY INCOME CORP COMO13,155$741,5670.23%
94GENERAL MLS INC COM37033410415,788$734,1600.23%
95ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,963$727,4770.23%
96EMERSON ELEC CO COMEMR5,224$693,3290.22%
97TRAVELERS COMPANIES INC COMTRV2,370$687,4420.22%
98FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451016,734$678,7870.21%
99ALERIAN MLP ETF00162Q45214,388$676,5250.21%
100CONSOLIDATED EDISON INC COMED6,780$673,3900.21%
101AUTOMATIC DATA PROCESSING INC COMADP2,601$669,0550.21%
102UNION PAC CORP COMUNP2,848$658,7990.21%
103NEXTERA ENERGY INC COMNEE-PW8,086$649,1640.21%
104ING GROEP N.V. SPONSORED ADRINGVF23,075$646,1000.20%
105VISA INC COM CL AV1,814$636,1880.20%
106DOVER CORP COMDOV3,103$605,8410.19%
107COCA COLA CO COMKO8,657$605,2110.19%
108MICRON TECHNOLOGY INC COMMU2,089$596,2210.19%
109ILLINOIS TOOL WKS INC COM4523081092,340$576,3420.18%
110GLOBAL X SILVER MINERS ETF37954Y8486,478$541,0430.17%
111ENERGY TRANSFER L P COM UT LTD PTNET-PI32,681$538,9100.17%
112EVERGY INC COMEVRG7,430$538,6010.17%
113SALESFORCE INC COMCRM2,027$537,0140.17%
1143M CO COMMMM3,345$535,5350.17%
115STARBUCKS CORP COMSBUX6,357$535,3230.17%
116BARRICK MNG CORP COM SHS06849F10812,223$532,3120.17%
117TARGET CORP COMTGT5,433$531,0760.17%
118VANECK GOLD MINERS ETF92189F1066,100$523,1970.17%
119NATIONAL GRID PLC SPONSORED ADR NENMPWP6,646$514,0680.16%
120SABRA HEALTH CARE REIT INC COMSBRA26,870$508,9260.16%
121DARDEN RESTAURANTS INC COMDRI2,757$507,3430.16%
122ISHARES TIPS BOND ETF4642871764,531$497,9550.16%
123ADOBE INC COMADBE1,398$489,2860.15%
124WILLIAMS SONOMA INC COMWSM2,683$479,1570.15%
125SCHWAB U.S. BROAD MARKET ETF80852410217,714$464,6430.15%
126VANGUARD DIVIDEND APPRECIATION ETF9219088442,107$463,0760.15%
127DOW INC COMDOW19,795$462,7970.15%
128CHEESECAKE FACTORY INC COMCAKE9,118$460,2570.15%
129VORNADO RLTY TR SH BEN INT92904210913,802$459,3310.15%
130GE AEROSPACE COM NEW3696043011,472$453,4200.14%
131PALANTIR TECHNOLOGIES INC CL APLTR2,531$449,8850.14%
132NUCOR CORP COMNUE2,738$446,5950.14%
133NORTHWESTERN ENERGY GROUP INC COM NEWNWE6,857$442,5510.14%
134ENTERPRISE PRODS PARTNERS L P COM29379210713,699$439,1880.14%
135TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,437$436,6900.14%
136NEWMONT CORP COMNEMCL4,343$433,6880.14%
137COINBASE GLOBAL INC COM CL ACOIN1,878$424,6910.13%
138SCHWAB U.S. SMALL-CAP ETF80852460714,792$421,2760.13%
139GENERAL DYNAMICS CORP COMGD1,231$414,4280.13%
140WASTE MGMT INC DEL COM94106L1091,874$411,7370.13%
141VANGUARD FTSE EMERGING MARKETS ETF9220428587,558$406,3020.13%
142PAYCHEX INC COMPAYX3,619$405,9790.13%
143MEDTRONIC PLC SHSMDT4,152$398,8410.13%
144CONSTELLATION BRANDS INC CL ASTZ2,856$394,0140.12%
145VANGUARD SMALL-CAP GROWTH ETF9229085951,287$388,9270.12%
146UNITEDHEALTH GROUP INC COMUNH1,175$387,8790.12%
147CONAGRA BRANDS INC COMCAG22,227$384,7490.12%
148ISHARES MSCI EMERGING MARKETS ETF4642872346,765$370,1360.12%
149HONEYWELL INTL INC COM4385161061,894$369,5000.12%
150EXPEDIA GROUP INC COM NEWEXPE1,293$366,3430.12%
151VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427182,543$364,5280.12%
152AGNICO EAGLE MINES LTD COMAEM2,120$359,4040.11%
153COSTCO WHOLESALE CORPORATION COM22160K105415$357,9090.11%
154ARCHER DANIELS MIDLAND CO COMADM6,211$357,0700.11%
155AIR PRODS & CHEMS INC COMAIIR1,442$356,2030.11%
156VANGUARD INFORMATION TECHNOLOGY ETF92204A702466$351,3140.11%
157RIVIAN AUTOMOTIVE INC COM CL ARIVN17,821$351,2520.11%
158TAKE-TWO INTERACTIVE SOFTWARE COMTTWO1,354$346,6650.11%
159KIMCO RLTY CORP COM49446R10916,805$340,6370.11%
160MARVELL TECHNOLOGY INC COMMRVL3,967$337,1160.11%
161VICI PPTYS INC COM92565210911,838$332,8850.11%
162MONDELEZ INTL INC CL A6092071055,920$318,6740.10%
163US BANCORP DEL COM NEWUSB-PS5,877$313,5970.10%
164DIAGEO PLC SPON ADR NEWDGEAF3,629$313,0740.10%
165BXP INC COMBXP4,621$311,8250.10%
166UNITED PARCEL SERVICE INC CL BUPS3,143$311,7540.10%
167KRANESHARES CSI CHINA INTERNET ETF5007673069,058$308,4250.10%
168VANGUARD SMALL CAP VALUE ETF9229086111,455$308,1540.10%
169COMCAST CORP NEW CL ACCZ9,896$295,7910.09%
170CROWDSTRIKE HLDGS INC CL ACRWD630$295,3190.09%
171STARWOOD PPTY TR INC COMSTHO16,055$289,1510.09%
172DIAMONDBACK ENERGY INC COMFANG1,904$286,2280.09%
173AMERICAN TOWER CORP NEW COM03027X1001,620$284,4230.09%
174HORMEL FOODS CORP COMHRL11,935$282,8600.09%
175CLOROX CO DEL COMCLX2,795$281,8200.09%
176CHIPOTLE MEXICAN GRILL INC COMCMG7,550$279,3500.09%
177GRAYSCALE BITCOIN TRUST ETFGBTC4,060$277,5420.09%
178ISHARES GOLD TRUSTIAU3,370$273,5430.09%
179VALERO ENERGY CORP COMVLO1,656$269,5800.09%
180PORTLAND GEN ELEC CO COM NEW7365088475,601$268,7920.09%
181GENUINE PARTS CO COMGPC2,181$268,1760.08%
182INTUIT COMINTU401$265,6300.08%
183CORTEVA INC COMCTVA3,960$265,4390.08%
184SNOWFLAKE INC COM SHSSNOW1,200$263,2320.08%
185NORFOLK SOUTHN CORP COM655844108900$259,8480.08%
186ALPINE INCOME PPTY TR INC COM02083X10315,341$256,5020.08%
187BRIXMOR PPTY GROUP INC COM11120U1059,675$253,6790.08%
188LAS VEGAS SANDS CORP COMLVS3,846$250,3360.08%
189UGI CORP NEW COM9026811056,610$247,4120.08%
190VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,952$246,8810.08%
191DELL TECHNOLOGIES INC CL CDELL1,947$245,0880.08%
192COLGATE PALMOLIVE CO COMCL3,051$241,0900.08%
193DELTA AIR LINES INC DEL COM NEWDAL3,454$239,7080.08%
194BECTON DICKINSON & CO COMBDX1,226$237,9300.08%
195GE VERNOVA INC COMGEV363$237,2460.08%
196ALTRIA GROUP INC COMMO4,074$234,9070.07%
197NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH10,506$234,4940.07%
198WARNER BROS DISCOVERY INC COM SER AWBD7,996$230,4450.07%
199TEXAS INSTRS INC COM8825081041,319$228,8330.07%
200OLD REP INTL CORP COM6802231045,000$228,2000.07%
201ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,000$227,4400.07%
202AMCOR PLC COM NEWAMCCF27,129$226,2560.07%
203TORONTO DOMINION BK ONT COM NEWTORO2,374$223,6310.07%
204BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A442$222,1710.07%
205VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464061,538$220,7340.07%
206NIKE INC CL BNKE3,456$220,1820.07%
207APPLIED MATLS INC COM038222105855$219,7260.07%
208PUBLIC SVC ENTERPRISE GRP INC COM7445731062,725$218,8180.07%
209HILTON WORLDWIDE HLDGS INC COMHLT750$215,4380.07%
210ISHARES MSCI GLOBAL SILVER MINERS ETF4642863276,266$214,7360.07%
211VANGUARD MID-CAP VALUE ETF9229085121,210$214,6180.07%
212BAIDU INC SPON ADR REP ABAIDF1,561$203,9600.06%
213PACKAGING CORP AMER COM695156109976$201,2800.06%
214AMERICAN WTR WKS CO INC NEW COM0304201031,540$200,9700.06%
215SNAP INC CL ASNAP24,144$194,8420.06%
216AMBEV SA SPONSORED ADRABEV78,155$193,0430.06%
217PROSHARES BITCOIN ETF74347G44014,627$177,8640.06%
218PARAMOUNT SKYDANCE CORP COM CL BPSKY12,294$164,7400.05%
219AES CORP COMAES11,421$163,7770.05%
220NEWELL BRANDS INC COMNWL33,140$123,2810.04%
221DNP SELECT INCOME FD INC COM23325P10411,248$112,3680.04%
222ARCHER AVIATION INC COM CL AACHR-WT13,873$104,3250.03%
223JETBLUE AWYS CORP COM47714310114,165$64,4510.02%
224SNDL INC COMSNDL20,000$33,2000.01%
225GOLDMINING INC COMGLDG14,000$17,5000.01%