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TPG Financial Advisors, LLC 13F holdings

Filed 2026-08-10 · TPG Financial Advisors, LLC · 81 positions · $334.8M

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TickerCompanySharesValue% of portfolio
IEFISHARES TR359.6K$34.0M10.2%
JPIEJ P MORGAN EXCHANGE TRADED F526.8K$24.3M7.2%
SPYVSPDR SERIES TRUST387.8K$23.6M7.0%
SPSMSPDR SERIES TRUST361.3K$20.8M6.2%
SPYGSPDR SERIES TRUST143.8K$17.1M5.1%
DMBSDOUBLELINE ETF TRUST320.8K$15.7M4.7%
SPMDSPDR SERIES TRUST222.6K$15.0M4.5%
IEIISHARES TR100.7K$11.8M3.5%
SPDWSPDR INDEX SHS FDS231.0K$11.6M3.5%
IGIBISHARES TR218.2K$11.6M3.5%
SPTISPDR SERIES TRUST400.6K$11.4M3.4%
SPEMSPDR INDEX SHS FDS198.0K$10.3M3.1%
JAAAJANUS DETROIT STR TR197.3K$10.0M3.0%
VTVVANGUARD INDEX FDS42.2K$9.2M2.7%
IWFISHARES TR67.2K$8.3M2.5%
USRTISHARES TR123.2K$8.2M2.4%
IWDISHARES TR32.9K$8.0M2.4%
SCHDSCHWAB STRATEGIC TR250.9K$8.0M2.4%
VUGVANGUARD INDEX FDS77.5K$6.7M2.0%
SPTSSPDR SERIES TRUST229.7K$6.7M2.0%
AAPLAPPLE INC20.5K$5.9M1.8%
VOVANGUARD INDEX FDS69.3K$5.6M1.7%
VTEBVANGUARD MUN BD FDS92.3K$4.7M1.4%
VWOVANGUARD INTL EQUITY INDEX F77.2K$4.6M1.4%
VEAVANGUARD TAX-MANAGED FDS57.5K$4.1M1.2%
FDTFIRST TR EXCH TRD ALPHDX FD41.9K$4.0M1.2%
VCITVANGUARD SCOTTSDALE FDS36.2K$3.0M0.9%
VBVANGUARD INDEX FDS8.3K$2.5M0.8%
JPSTJ P MORGAN EXCHANGE TRADED F29.8K$1.5M0.5%
IWRISHARES TR11.4K$1.3M0.4%
VOTVANGUARD INDEX FDS4.1K$1.2M0.4%
NUNU HLDGS LTD80.8K$1.1M0.3%
NVDANVIDIA CORPORATION5.1K$1.0M0.3%
ESGVVANGUARD WORLD FD7.4K$978,1790.3%
EZUISHARES INC13.4K$929,6320.3%
MSFTMICROSOFT CORP2.5K$920,6130.3%
TSLATESLA INC2.1K$889,1480.3%
GOOGLALPHABET INC2.4K$858,4030.3%
IVVISHARES TR1.1K$841,0030.3%
EEMISHARES TR11.1K$759,6930.2%
VGSHVANGUARD SCOTTSDALE FDS13.0K$756,4690.2%
AMZNAMAZON COM INC3.1K$743,8590.2%
ACWIISHARES INC8.0K$665,9520.2%
DFUSDIMENSIONAL ETF TRUST7.1K$581,6920.2%
DFUVDIMENSIONAL ETF TRUST10.5K$580,1900.2%
ADPAUTOMATIC DATA PROCESSING IN2.6K$578,2390.2%
EWJISHARES INC6.2K$575,0100.2%
IWMISHARES TR1.9K$559,4380.2%
IEFAISHARES TR5.2K$505,6930.2%
SPYSTATE STR SPDR S&P 500 ETF T668$498,8420.1%
SPYMSPDR SERIES TRUST5.6K$489,9310.1%
STXSEAGATE TECHNOLOGY HLDNGS PL490$472,8500.1%
VOEVANGUARD INDEX FDS2.2K$442,8910.1%
METAMETA PLATFORMS INC786$442,7460.1%
NKENIKE INC10.3K$424,0050.1%
SHYGISHARES TR10.0K$422,4460.1%
TXNTEXAS INSTRS INC1.4K$413,1250.1%
AVGOBROADCOM INC1.1K$402,3040.1%
QQQINVESCO QQQ TR501$368,9360.1%
HDHOME DEPOT INC1.0K$365,3760.1%
Top Fund Holdings
13F
Top Fund Holdings

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