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TEPP RIA, LLC 13F portfolio summary

TEPP RIA, LLC of TEPP RIA, LLC has 41 current stock holdings with a reported portfolio value of $127.7M. The portfolio 1 year return is +16.99%. Top holdings include QQQ (0.00%), SPY (0.00%), AB (0.00%), IVV (21.77%), VYM (17.13%).

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TEPP RIA, LLC

TEPP RIA, LLC
Latest filing: 2026-03-31

TEPP RIA, LLC runs TEPP RIA, LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $127.67M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TEPP RIA, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TEPP RIA, LLC's portfolio at TEPP RIA, LLC has delivered returns of +16.99%. Their 3-year annualized return is +14.37%. Looking at the 5-year horizon, TEPP RIA, LLC has achieved +14.37% annualized returns at TEPP RIA, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.99%
#0/1000
3 Year
+14.37%
#0/1000
5 Year
+14.37%
#0/1000

Portfolio Value

$127.67M

Alpha Score

13.4

#0 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change