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TEPP RIA, LLC
TEPP RIA, LLC
Latest filing: 2026-06-30
TEPP RIA, LLC runs TEPP RIA, LLC and currently holds 49 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $147.48M. Their top holdings are IVV, VYM, QQQ, SOXX, FENI. The top five represent 53.7% of reported portfolio weight. TEPP RIA, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TEPP RIA, LLC initiated 10 new positions. They added to 16 existing positions. They trimmed 20 positions. Their current best-performing preview position is QQQ with returns of +27.59%.
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49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 17.42% | $598.01 | $769.30 | +28.64% | Trimmed -4.14% |
 VYM VANGUARD WHITEHALL FDS | 11.96% | $130.76 | $165.00 | +26.18% | Trimmed -10.10% |
 QQQ INVESCO QQQ TR | 11.82% | $527.52 | $713.44 | +35.24% | Trimmed -18.77% |
 SOXX ISHARES TR | 6.28% | $640.76 | $520.05 | -18.84% | New Buy |
 FENI FIDELITY COVINGTON TRUST | 6.27% | $37.20 | $41.71 | +12.11% | Trimmed -9.26% |
 GLD SPDR GOLD TR | 5.62% | $295.53 | $423.45 | +43.28% | Trimmed -0.79% |
 IEMG ISHARES INC | 5.37% | $69.75 | $81.56 | +16.93% | Trimmed -0.27% |
 IGF ISHARES TR | 4.82% | $61.99 | $65.41 | +5.52% | Added +17.57% |
 PICK ISHARES INC | 3.56% | $57.13 | $65.68 | +14.96% | Added +52.70% |
 NLR VANECK ETF TRUST | 2.96% | $124.40 | $119.52 | -3.92% | Added +104.31% |
Showing 1-10 of 49