SP Asset Management LLC
SP Asset Management LLC is a registered investment adviser based in Cupertino, California, founded in 2022. The firm specializes in private wealth management services, including portfolio management, tax planning, estate planning, and comprehensive financial solutions tailored for entrepreneurs, founders, executives, and innovators in Silicon Valley’s technology economy. Led by CEO Sandeep Pandya, the firm focuses on assisting individuals facing complex wealth management, succession, and cross-border estate issues. SP Asset Management operates with a boutique approach and serves high-net-worth individuals, primarily in the Bay Area.
Investment Strategy
SP Asset Management employs a fundamental investment approach centered on balanced asset allocation to protect principal while targeting long-term returns that outpace inflation. The firm integrates personalized strategies across portfolio management, tax optimization, and estate planning. Their philosophy emphasizes preserving and growing purchasing power by tailoring financial plans to clients’ unique life transitions and challenges, particularly for tech-industry professionals encountering stock-related planning and cross-border estate issues.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 20.99% | $254.4M | 344,669 | $120.61 | $738.09 | +$42.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.59% | $92.0M | 189,447 | $392.98 | $485.77 | -$9.0M |
V VUG | VANGUARD INDEX FDS | 4.20% | $50.9M | 116,169 | $240.37 | $438.40 | +$10.2M |
A AAPL | APPLE INC | 4.02% | $48.7M | 237,352 | $147.14 | $205.17 | +$7.3M |
I IGV | ISHARES TR | 3.85% | $46.7M | 426,277 | $56.51 | $109.50 | +$10.4M |