Tepp RIA, LLC

Q2 2025 13F Holdings

  • Location
    westfield, NJ
  • Num holdings

    27

  • Value ($000)

    $77,472

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0002055925
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.79 M
28 %

35,090

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$16.77 M
22 %

125,823

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.53 M
19 %

26,339

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$7.59 M
10 %

24,911

IGV
IGV

ISHARES TR

EXPANDED TECH
464287515
$2.73 M
4 %

24,975

IAK
IAK

ISHARES TR

U.S. INSRNCE ETF
464288786
$2.05 M
3 %

15,272

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$1.45 M
2 %

23,442

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$1.33 M
2 %

9,892

AAPL
AAPL

APPLE INC

COM
037833100
$1.13 M
2 %

5,487

IYF
IYF

ISHARES TR

U.S. FINLS ETF
464287788
$887.45 K
1 %

7,335

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