Tepp RIA, LLC
All 13F Filings
- Location
- Westfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,477
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 49 | 147,477 | 13F-HR | Tepp RIA, LLC |
| Q1 2026 | 4/22/2026 | 41 | 127,673 | 13F-HR | Tepp RIA, LLC |
| Q4 2025 | 2/4/2026 | 38 | 101,028 | 13F-HR | Tepp RIA, LLC |
| Q3 2025 | 11/13/2025 | 36 | 88,082 | 13F-HR | Tepp RIA, LLC |
| Q2 2025 | 7/15/2025 | 27 | 77,472 | 13F-HR | Tepp RIA, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.8 K | 10.7% | 1.211 K | 0 | 1.211 K |
| ETFs | 131.7 K | 89.3% | 18.59 K | 0 | 18.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
147,477
Holdings
49
QoQ value change ($000)
19,804
(15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.