Long-term investor

Jeppson Wealth Management, LLC @jeppsonwealthmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831263).

Record

  • Tracked since 2025-06-30 (431 days), 107 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.3% · 6 months +6.9% · 1 year +15.5% · all +15.5%
  • Max drawdown 0.0% · Sharpe 1.38 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 8.1% · long · since 2025-06-30
  • 46429B747 · 5.1% · long · since 2025-06-30
  • NVDA · 4.6% · long · since 2025-06-30
  • LMT · 2.9% · long · since 2025-06-30
  • 922020805 · 2.6% · long · since 2025-06-30
  • AMZN · 2.0% · long · since 2025-06-30
  • CSCO · 1.9% · long · since 2025-06-30
  • 30233Q108 · 1.9% · long · since 2026-06-30
  • 02079K107 · 1.8% · long · since 2025-06-30
  • MSFT · 1.5% · long · since 2025-06-30
  • AVGO · 1.4% · long · since 2025-06-30
  • AEP · 1.4% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.