JEPPSON WEALTH MANAGEMENT, LLC
RIA/Wealth
JEPPSON WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Manhattan Beach, CA led by Michael Robinette Jeppson, reporting $703.1M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
Managing PartnerMichael Robinette Jeppson
- Portfolio Value
- $313.5M
- Positions
- 225
- Top Holding
- AAPL at 7.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JEPPSON WEALTH MANAGEMENT, LLC's portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $24.8M | 7.90% | -$216.2K Sold | 0.00% 97.3K shares | |
ETF ETF | $18.3M | 5.83% | -$566.3K Sold | — 177.0K shares | |
Semiconductors Technology | $15.5M | 4.95% | -$31.7K Sold | 0.00% 83.1K shares | |
Aerospace & Defense Industrials | $10.8M | 3.44% | -$107.3K Sold | 0.01% 21.6K shares | |
ETF ETF | $9.3M | 2.97% | +$413.4K Bought | — 183.8K shares | |
Software - Infrastructure Technology | $7.2M | 2.28% | -$269.7K Sold | 0.00% 25.4K shares | |
Software - Infrastructure Technology | $7.1M | 2.25% | +$7.8K Bought | 0.00% 13.6K shares | |
Oil & Gas Integrated Energy | $6.4M | 2.03% | -$68.2K Sold | 0.00% 56.4K shares | |
Specialty Retail Consumer Cyclical | $6.4M | 2.03% | -$87.8K Sold | 0.00% 28.9K shares | |
Entertainment Communication Services | $5.5M | 1.76% | +$10.3K Bought | 0.00% 48.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JEPPSON WEALTH MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-34.74% | |
-14.82% | |
-7.21% |
Analytics
Portfolio insights and performance metrics for JEPPSON WEALTH MANAGEMENT, LLC
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