Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tepp RIA, LLC (CIK 2055925) reported $127.7M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($23.4M, 18.31%), VYM ($18.4M, 14.40%), QQQ ($16.8M, 13.17%), GLD ($9.8M, 7.64%), FENI ($9.4M, 7.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.4M | 18.31% | 35,785 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $18.4M | 14.40% | 124,149 | Added |
| 3 | QQQ | INVESCO QQQ TR | $16.8M | 13.17% | 29,137 | Added |
| 4 | GLD | SPDR GOLD TR | $9.8M | 7.64% | 22,669 | Added |
| 5 | FENI | FIDELITY COVINGTON TRUST | $9.4M | 7.39% | 253,799 | New |
| 6 | IEMG | ISHARES INC | $6.7M | 5.24% | 95,937 | New |
| 7 | IGF | ISHARES TR | $6.1M | 4.76% | 90,722 | Trimmed |
| 8 | PICK | ISHARES INC | $3.3M | 2.62% | 59,121 | New |
| 9 | EWJ | ISHARES INC | $3.3M | 2.60% | 39,287 | New |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.57% | 5,039 | Added |
| 11 | XLV | SELECT SECTOR SPDR TR | $2.7M | 2.10% | 18,296 | Trimmed |
| 12 | SHLD | GLOBAL X FDS | $2.6M | 2.05% | 36,901 | New |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.5M | 1.95% | 50,361 | Added |
| 14 | NLR | VANECK ETF TRUST | $2.5M | 1.92% | 18,436 | New |
| 15 | ITA | ISHARES TR | $1.9M | 1.51% | 8,814 | Added |
| 16 | IJH | ISHARES TR | $1.7M | 1.33% | 25,162 | Added |
| 17 | AAPL | APPLE INC | $1.3M | 1.05% | 5,272 | Trimmed |
| 18 | SLV | ISHARES SILVER TR | $1.2M | 0.95% | 17,752 | Trimmed |
| 19 | BOTZ | GLOBAL X FDS | $1.2M | 0.91% | 35,064 | New |
| 20 | IYF | ISHARES TR | $1.1M | 0.86% | 9,288 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $879,958 | 0.69% | 13,732 | Added |
| 22 | JEPQ | J P MORGAN EXCHANGE TRADED F | $787,649 | 0.62% | 14,187 | Added |
| 23 | HSBC | HSBC HLDGS PLC | $729,978 | 0.57% | 8,849 | Trimmed |
| 24 | GSLC | GOLDMAN SACHS ETF TR | $619,203 | 0.48% | 4,948 | Added |
| 25 | C | CITIGROUP INC | $502,177 | 0.39% | 4,428 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31