Tepp RIA, LLC

Q3 2025 13F Holdings

  • Location
    westfield, NJ
  • Num holdings

    36

  • Value ($000)

    $88,082

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.64 M
25 %

32,339

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.96 M
17 %

24,912

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$14.77 M
17 %

104,781

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$7.53 M
9 %

21,173

IGV
IGV

ISHARES TR

EXPANDED TECH
464287515
$5.63 M
6 %

48,980

IGF
IGF

ISHARES TR

GLB INFRASTR ETF
464288372
$4.43 M
5 %

72,424

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.60 M
2 %

3,098

IJH
IJH

ISHARES TR

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

22,245

AAPL
AAPL

APPLE INC

COM
037833100
$1.37 M
2 %

5,377

C
C

CITIGROUP INC

COM NEW
172967424
$1.36 M
2 %

13,429

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