Tepp RIA, LLC, a firm based in Westfield, New Jersey, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of the close of business on September 30, 2026.
The filing reports that the firm manages a portfolio of 51 separate securities. The largest holding in the portfolio is the iShares Core S&P 500 ETF, which the firm holds 46,428,720 shares of. Other significant positions include the iShares Inc Core MSCI Emerging Markets ETF, with 11,527,776 shares, and the iShares Inc MSCI Global ETF New, with 5,925,130 shares.
The portfolio also includes a variety of individual company stocks. Apple Inc. is held in the amount of 1,909,189 shares, while Microsoft Corporation is held at 510,462 shares. Other notable individual stock positions include NVIDIA Corporation (322,244 shares), Tesla Inc. (202,242 shares), and Alphabet Inc. (266,505 shares). The filing also lists positions in major financial institutions such as JPMorgan Chase & Co. (245,753 shares) and Morgan Stanley (403,357 shares).
The filing lists David Tepp as the founder and managing person of the firm.
