SP Asset Management LLC — 13F holdings

SP Asset Management LLC reported 137 holdings worth $1.25B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. META META PLATFORMS INC — $192M (15.4%)
  2. AAPL APPLE INC — $64.8M (5.2%)
  3. VUG VANGUARD INDEX FDS — $63.2M (5.1%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $57.6M (4.6%)
  5. UNH UNITEDHEALTH GROUP INC — $57.5M (4.6%)
  6. ABBV ABBVIE INC — $57.3M (4.6%)
  7. GOOGL ALPHABET INC — $53.1M (4.3%)
  8. VO VANGUARD INDEX FDS — $42.3M (3.4%)
  9. IGV ISHARES TR — $40.0M (3.2%)
  10. MSFT MICROSOFT CORP — $34.8M (2.8%)