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TTP Investments, Inc.

CIK:0001682576
Investment Adviser
$490M AUM
45 holdings
San Jose, CA, USA
Founded:1998
3 employees
Latest filing:Sep 30, 2025

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.

Top Buys
G
GRNYTIDAL TRUST I
+$20.6M
A
AORISHARES TR
+$10.7M
S
SSOPROSHARES TR
+$9.4M
Q
QQQINVESCO QQQ TR
+$8.7M
A
AAPLAPPLE INC
+$5.8M
Top Sells
I
IGVISHARES TR
-$11.6M
N
NFLXNETFLIX INC
-$8.0M
X
XLCSELECT SECTOR SPDR TR
-$5.7M
K
KLACKLA CORP
-$5.5M
X
XOMEXXON MOBIL CORP
-$3.8M

Top Holdings

T
TCAFT ROWE PRICE ETF INC
+17.2%$59.2M
S
SSOPROSHARES TR
+13.5%$46.6M
Q
QQQINVESCO QQQ TR
+11.0%$37.8M
G
GRNYTIDAL TRUST I
+9.6%$33.0M
A
AAPLAPPLE INC
+8.3%$28.5M

Equity Positions (44)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TCAF
T ROWE PRICE ETF INC17.16%$59.2M1,557,991$32.81$37.70+$855.0K
S
SSO
PROSHARES TR13.50%$46.6M411,714$67.12$112.13+$9.4M
Q
QQQ
INVESCO QQQ TR10.96%$37.8M62,413$559.14$600.37+$8.7M
G
GRNY
TIDAL TRUST I9.56%$33.0M1,304,603$24.02$24.99+$20.6M
A
AAPL
APPLE INC8.25%$28.5M110,715$181.97$254.63+$5.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+11.1%
ELECTRONIC COMPUTERS
+8.3%
SERVICES-PREPACKAGED SOFTWARE
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.5%
MOTOR VEHICLES & PASSENGER CAR BODIES
+2.9%