account_balance

Investment manager · 13F filer · SEC CIK 2055925

Tepp RIA, LLC

Reported value$145Mas of Sep 30, 2026
Positions51 4 new, 2 sold out
Top 10 weight75.2%IVV alone is 17%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 16.5% Trimmed −9%
VYM Vanguard Whitehall FDS 12.0% Held
QQQ Invesco QQQ Tr 9.1% Trimmed −24%
IEMG iShares Inc 7.9% Added +48%
FENI Fidelity Covington Trust 6.8% Added +7%
SOXX iShares Tr 5.1% Trimmed −11%
RING iShares Inc 4.9% New
IGF iShares Tr 4.7% Added +5%
PICK iShares Inc 4.1% Added +9%
EWJ iShares Inc 4.0% Added +53%
NLR Vaneck ETF Trust 3.2% Added +21%
GLD SPDR Gold Trust 2.8% Trimmed −52%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • RING $7.04M
  • EART $1.22M
  • IJR $266K
  • XLV $236K
arrow_upwardAdded
  • XLU +870%
  • EWJ +53%
  • IEMG +48%
  • NLR +21%
arrow_downwardTrimmed
  • XLF −90%
  • SHLD −83%
  • GLD −52%
  • IYF −36%
remove_circleSold out
  • BIV $236K
  • WMT $206K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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