13F Filings History of SP Asset Management LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$1,264,938,260
Signature - Title
Lucas Mosher - Director of Operations and Compliance
Location
Cupertino, CA
Summary
This page shows a list of all the recent 13F filings made by SP Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SP Asset Management LLC reported 137 stock holdings with total value $1,264,938,260 as of Q4 2025. Top holdings included META, BRKB, AAPL, VUG, and ABBV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 137 $1,264,938,260 +$37,911,739 -$11,573,870 +$26,337,869 META, BRKB, AAPL, VUG, ABBV 13F-HR 28 Jan 2026, 16:43
Q3 2025 139 $1,259,954,655 +$16,836,268 -$48,257,108 -$31,420,840 META, BRKB, AAPL, VUG, ABBV 13F-HR 04 Nov 2025, 13:10
Q2 2025 132 $1,211,758,541 +$32,034,389 -$45,672,235 -$13,637,846 META, BRKB, VUG, AAPL, IGV 13F-HR 05 Aug 2025, 21:36
Q1 2025 120 $1,134,204,101 +$10,548,284 -$48,785,894 -$38,237,610 META, BRKB, UNH, ABBV, AAPL 13F-HR 08 May 2025, 10:52
Q4 2024 129 $1,192,435,686 +$18,987,505 -$37,110,117 -$18,122,612 META, BRKB, UNH, AAPL, VUG 13F-HR 06 Feb 2025, 17:19
Q3 2024 133 $1,204,463,544 +$61,854,575 -$28,498,979 +$33,355,596 META, BRKB, UNH, ABBV, AAPL 13F-HR 08 Nov 2024, 20:18
Q2 2024 130 $1,098,704,860 +$32,491,214 -$25,554,430 +$6,936,784 META, UNH, AAPL, VUG, ABBV 13F-HR 07 Aug 2024, 15:41
Q1 2024 123 $1,074,904,579 +$43,129,482 -$44,189,753 -$1,060,271 META, UNH, ABBV, BRKB, VUG 13F-HR 07 May 2024, 19:29
Q4 2023 117 $975,706,669 +$21,853,610 -$40,879,278 -$19,025,668 META, UNH, AAPL, ABBV, VUG 13F-HR 07 Feb 2024, 14:18
Q3 2023 114 $889,939,938 +$26,681,590 -$21,935,082 +$4,746,508 META, UNH, ABBV, AAPL, BRKB 13F-HR 03 Nov 2023, 15:53
Q2 2023 113 $896,325,444 +$18,876,796 -$23,126,873 -$4,250,077 META, UNH, AAPL, PFF, BRKB 13F-HR 03 Aug 2023, 15:29
Q1 2023 114 $815,435,727 +$13,023,442 -$26,904,855 -$13,881,413 META, UNH, PFF, AAPL, ABBV 13F-HR 05 May 2023, 15:34
Q4 2022 110 $747,040,620 $0 $0 $0 META, UNH, PFF, ABBV, BRKB 13F-HR 01 Feb 2023, 17:03