TCP Asset Management, LLC

Q3 2025 13F Holdings

  • Location
    upper arlington, OH
  • Num holdings

    113

  • Value ($000)

    $560,507

  • Date Filed
    10/07/2025
  • Form type
    13F-HR
  • CIK
    0001961898
  • 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
$82.90M
15 %

123,864

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$42.03M
8 %

918,558

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$34.88M
6 %

75,205

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$33.23M
6 %

55,344

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$33.08M
6 %

456,651

ONEQ
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
$27.30M
5 %

306,344

FTSM
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
$21.65M
4 %

361,442

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$21.64M
4 %

76,780

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$21.62M
4 %

594,744

---

NORTHERN LIGHTS FD TR

TOEWS AGLTY DNYM
$20.62M
4 %

907,880

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