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TPG Financial Advisors, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
ISHARES TR$454.7K1,8470.2%
SPDR S&P 500 ETF TR$452.1K6630.2%
SPDR SERIES TRUST$447.2K5,5750.1%
JPMORGAN CHASE & CO$388.0K1,2040.1%
ISHARES INC$374.8K5,8470.1%
HOME DEPOT, INC.$356.5K1,0360.1%
COSTCO WHOLESALE CORP /NEW$333.1K3860.1%
Broadcom Inc.$318.4K9200.1%
INVESCO QQQ TR$307.8K5010.1%
FIRST TR EXCHANGE TRADED FD$303.4K1,9830.1%
TEXAS INSTRUMENTS INC$264.9K1,5270.1%
VANGUARD INDEX FDS$263.9K8740.1%
ISHARES INC$233.6K2,8930.1%
Philip Morris International Inc.$231.3K1,4420.1%
ELI LILLY & Co$227.8K2120.1%
ISHARES TR$227.6K5,0970.1%
Warren E. Buffett$225.7K4490.1%
ISHARES INC$221.6K5,0170.1%
ISHARES TR$221.1K4,6330.1%
Mastercard Inc$216.9K3800.1%
CHEVRON CORP$213.5K1,4010.1%
ISHARES TR$212.0K2,2290.1%
CITIZENS FINANCIAL GROUP INC/RI$205.3K3,5140.1%
CITIGROUP INC$204.0K1,7480.1%
VANGUARD INTL EQUITY INDEX F$202.5K2,7530.1%
FORD MOTOR CO$131.3K10,0060.0%
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