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TTP Investments, Inc.
TTP Investments, Inc. is a fee-based financial planning and wealth management firm headquartered in San Jose, CA. Founded in 1998, the firm specializes in individualized investment advice and management. It serves individuals, businesses, estates, foundations, and trusts across the United States, the Middle East, Europe, and Asia, integrating financial planning with portfolio management. TTP Investments is recognized as a top investment adviser and currently manages over 385 client relationships, with a dedicated team of about 3 professionals overseeing approximately $490 million in assets under management.
Investment Strategy
TTP Investments, Inc. employs a client-centric and individualized investment approach, specializing in U.S. equities and fixed income markets. They divide managed assets into three risk profiles to accommodate varying financial goals and attitudes. The firm operates as a fee-only fiduciary, ensuring that client interests come first and avoiding conflicts from proprietary products. Each portfolio is tailored following client interviews and ongoing communication, with investment plans aligned to risk tolerance and objectives. They custody assets primarily with Fidelity Institutional and integrate financial planning across estate, retirement, tax, charitable giving, insurance, and investment domains, striving to educate clients for sound decision-making and managing portfolios through life’s transitions and market cycles.
Latest 13F Filing Activity
TTP Investments, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 44 equity positions with a total 13F market value of $345M. The fund increased holdings in Tidal Trust I, Ishares TR, Proshares TR among other positions. TTP Investments, Inc. reduced exposure to Ishares TR, Netflix Inc., Select Sector SPDR TR among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCAF | T ROWE PRICE ETF INC | 17.16% | $59.2M | 1,557,991 | $32.81 | $37.70 | +$855.0K |
S SSO | PROSHARES TR | 13.50% | $46.6M | 411,714 | $67.12 | $112.13 | +$9.4M |
Q QQQ | INVESCO QQQ TR | 10.96% | $37.8M | 62,413 | $559.14 | $600.37 | +$8.7M |
G GRNY | TIDAL TRUST I | 9.56% | $33.0M | 1,304,603 | $24.02 | $24.99 | +$20.6M |
A AAPL | APPLE INC | 8.25% | $28.5M | 110,715 | $181.97 | $254.63 | +$5.8M |
Industry Allocation
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