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Portfolio (Quarterly) Guide ↗

TCP Asset Management, LLC

· CIK 0001961898
13F Portfolio $778.0B AUM 133 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 43 Added 30 Reduced 10 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ONEQ FIDELITY COMWLTH TR 301,984.0 $25.6M 3.30% -12K -3.9% $84.91 +20.7%
2 DFAI DIMENSIONAL ETF TRUST 601,028.0 $23.4M 3.01% -10K -1.6% $38.96 +5.1%
3 XLK SELECT SECTOR SPDR TR 132,022.0 $17.5M 2.25% -26K -16.4% $132.90 +30.9%
4 DFAE DIMENSIONAL ETF TRUST 418,665.0 $14.2M 1.82% -11K -2.6% $33.86 +12.2%
5 BUXX EA SERIES TRUST 122,956.0 $2.5M 0.32% -5K -3.6% $20.24 -0.1%
6 JPLD J P MORGAN EXCHANGE TRADED F 41,045.0 $2.1M 0.28% -11K -21.4% $52.19 -0.3%
7 IVW ISHARES TR 10,865.0 $1.2M 0.16% -149K -93.2% $113.11 +19.3%
8 FLOT ISHARES TR 18,803.0 $958K 0.12% -165.0 -0.9% $50.95 +0.0%
9 IEF ISHARES TR 9,067.0 $865K 0.11% -193.0 -2.1% $95.44 -2.4%
10 SPMO INVESCO EXCH TRADED FD TR II 7,554.0 $847K 0.11% -350.0 -4.4% $112.11 +25.8%
11 DVY ISHARES TR 5,194.0 $786K 0.10% -61.0 -1.2% $151.42 +0.0%
12 IWY ISHARES TR 2,229.0 $555K 0.07% -478.0 -17.7% $248.84 +16.7%
13 MUB ISHARES TR 4,387.0 $466K 0.06% -139.0 -3.1% $106.16 -0.3%
14 VTV VANGUARD INDEX FDS 2,208.0 $433K 0.06% -106.0 -4.6% $196.20 +5.1%
15 SPYG SPDR SERIES TRUST 4,418.0 $433K 0.06% -50.0 -1.1% $97.91 +19.5%
16 JPM JPMORGAN CHASE & CO Financial Services 1,469.0 $432K 0.06% -1K -40.8% $294.16 +2.1%
17 BIL SPDR SERIES TRUST 4,571.0 $419K 0.05% -410.0 -8.2% $91.64 -0.1%
18 QTEC FIRST TR EXCHANGE-TRADED FD 1,925.0 $416K 0.05% -46.0 -2.3% $215.98 +33.7%
19 STRV EA SERIES TRUST 8,872.0 $372K 0.05% -800.0 -8.3% $41.97 +13.3%
20 HYMB SPDR SERIES TRUST 14,705.0 $365K 0.05% -1K -8.0% $24.80 -0.3%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.3%
Technology 5.4%
Energy 4.9%
Consumer Cyclical 1.2%
Communication Services 1.1%
Utilities 0.9%
Consumer Defensive 0.7%
Industrials 0.6%
Real Estate 0.5%
Healthcare 0.4%