Tepp RIA, LLC: 13F holdings

CIK 20559252026Q2

Positions49
Reported value$147.5m
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR34,303$25.7m17.4%
VYM VANGUARD WHITEHALL FDS111,613$17.6m12.0%
QQQ INVESCO QQQ TR23,669$17.4m11.8%
SOXX ISHARES TR14,465$9.3m6.3%
FIDELITY COVINGTON TRUST230,310$9.2m6.3%
GLD SPDR GOLD TR22,490$8.3m5.6%
IEMG ISHARES INC95,678$7.9m5.4%
IGF ISHARES TR106,665$7.1m4.8%
PICK ISHARES INC90,275$5.2m3.6%
VANECK ETF TRUST37,666$4.4m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2055925")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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