Institutions / TPG Financial Advisors, LLC
TPG Financial Advisors, LLC
CIK 1706669 · Institution · as of Dec 31, 2025
Portfolio value
$299.57M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $25.08M | 8.4% |
| J P Morgan Exchange Traded F | $23.04M | 7.7% |
| SPDR Series Trust | $21.47M | 7.2% |
| SPDR Series Trust | $15.28M | 5.1% |
| SPDR Series Trust | $14.94M | 5.0% |
| Doubleline ETF Trust | $14.91M | 5.0% |
| SPDR Series Trust | $11.93M | 4.0% |
| Janus Detroit Str Tr | $11.57M | 3.9% |
| iShares Tr | $10.80M | 3.6% |
| SPDR Index Shs Fds | $10.68M | 3.6% |
| SPDR Series Trust | $9.96M | 3.3% |
| SPDR Index Shs Fds | $9.69M | 3.2% |
| Vanguard Index Fds | $8.91M | 3.0% |
| Global X Fds | $8.29M | 2.8% |
| iShares Tr | $7.45M | 2.5% |
| Vanguard Malvern Fds | $7.11M | 2.4% |
| Apple Inc. | $6.83M | 2.3% |
| Vanguard Index Fds | $6.57M | 2.2% |
| iShares Tr | $6.50M | 2.2% |
| SPDR Series Trust | $5.88M | 2.0% |
| iShares Tr | $5.82M | 1.9% |
| iShares Tr | $4.91M | 1.6% |
| Vanguard Index Fds | $4.65M | 1.6% |
| First Tr Exch Trd Alphdx Fd | $4.59M | 1.5% |
| Vanguard Intl Equity Index F | $4.34M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.