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TPG Financial Advisors, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
FORD MOTOR CO$131.3K10,0060.0%
VANGUARD INTL EQUITY INDEX F$202.5K2,7530.1%
CITIGROUP INC$204.0K1,7480.1%
CITIZENS FINANCIAL GROUP INC/RI$205.3K3,5140.1%
ISHARES TR$212.0K2,2290.1%
CHEVRON CORP$213.5K1,4010.1%
Mastercard Inc$216.9K3800.1%
ISHARES TR$221.1K4,6330.1%
ISHARES INC$221.6K5,0170.1%
Warren E. Buffett$225.7K4490.1%
ISHARES TR$227.6K5,0970.1%
ELI LILLY & Co$227.8K2120.1%
Philip Morris International Inc.$231.3K1,4420.1%
ISHARES INC$233.6K2,8930.1%
VANGUARD INDEX FDS$263.9K8740.1%
TEXAS INSTRUMENTS INC$264.9K1,5270.1%
FIRST TR EXCHANGE TRADED FD$303.4K1,9830.1%
INVESCO QQQ TR$307.8K5010.1%
Broadcom Inc.$318.4K9200.1%
COSTCO WHOLESALE CORP /NEW$333.1K3860.1%
HOME DEPOT, INC.$356.5K1,0360.1%
ISHARES INC$374.8K5,8470.1%
JPMORGAN CHASE & CO$388.0K1,2040.1%
SPDR SERIES TRUST$447.2K5,5750.1%
SPDR S&P 500 ETF TR$452.1K6630.2%
ISHARES TR$454.7K1,8470.2%
VANGUARD INDEX FDS$467.1K2,6330.2%
ISHARES TR$474.5K11,0690.2%
ISHARES TR$478.1K5,3440.2%
Meta Platforms Inc$525.4K7960.2%
DIMENSIONAL ETF TRUST$540.2K11,5950.2%
DIMENSIONAL ETF TRUST$589.4K7,9460.2%
NIKE, Inc.$618.7K9,7110.2%
AUTOMATIC DATA PROCESSING INC$654.1K2,5430.2%
Amazon.com Inc$744.2K3,2240.2%
VANGUARD SCOTTSDALE FDS$808.4K13,7650.3%
Alphabet Inc.$819.7K2,6190.3%
ISHARES INC$857.7K12,7590.3%
ISHARES TR$868.5K1,2680.3%
VANGUARD WORLD FD$880.7K7,2810.3%
NVIDIA Corp$988.6K5,3010.3%
Tesla Inc$990.3K2,2020.3%
ISHARES TR$1.10M11,4590.4%
MICROSOFT CORP$1.25M2,5790.4%
NU HLDGS LTD$1.35M80,8320.5%
VANGUARD INDEX FDS$1.39M4,9680.5%
VANGUARD INDEX FDS$2.10M8,1530.7%
J P MORGAN EXCHANGE TRADED F$2.45M48,4920.8%
VANGUARD MUN BD FDS$3.23M64,2171.1%
VANGUARD SCOTTSDALE FDS$3.25M38,8331.1%
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