Tpg Financial Advisors, LLC Top Holdings and 13F Report (2025) About Tpg Financial Advisors, LLCInvestment ActivityTpg Financial Advisors, LLC has $249.87 million in total holdings as of June 30, 2025.Tpg Financial Advisors, LLC owns shares of 66 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 13.68% of the portfolio was purchased this quarter.About 9.77% of the portfolio was sold this quarter.This quarter, Tpg Financial Advisors, LLC has purchased 65 new stocks and bought additional shares in 21 stocks.Tpg Financial Advisors, LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings JPMorgan Income ETF $18,777,528SPDR Portfolio S&P 500 Value ETF $16,994,046SPDR Portfolio S&P 500 Growth ETF $15,972,296iShares 7-10 Year Treasury Bond ETF $13,373,323SPDR Portfolio S&P 600 Small Cap ETF $12,378,979 Largest New Holdings this Quarter 25861R402 - DoubleLine Mortgage ETF $9,776,216 Holding464287655 - iShares Russell 2000 ETF $373,317 Holding464287168 - iShares Select Dividend ETF $280,893 Holding11135F101 - Broadcom $243,399 Holding45784N650 - INNOVATOR ETFS TRUST $242,280 Holding Largest Purchases this Quarter DoubleLine Mortgage ETF 199,230 shares (about $9.78M)Global X Robotics & Artificial Intelligence ETF 199,844 shares (about $6.52M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 45,728 shares (about $6.36M)Janus Henderson AAA CLO ETF 53,759 shares (about $2.73M)iShares 3-7 Year Treasury Bond ETF 18,667 shares (about $2.22M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 60,383 shares (about $5.76M)SPDR Portfolio Developed World ex-US ETF 61,408 shares (about $2.49M)iShares Russell 1000 Growth ETF 4,288 shares (about $1.82M)Vanguard Intermediate-Term Corporate Bond ETF 18,486 shares (about $1.53M)SPDR Portfolio S&P 500 Value ETF 27,560 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTpg Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$18,777,528$771,135 ▼-3.9%405,3877.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$16,994,046$1,442,489 ▼-7.8%324,6866.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$15,972,296$5,755,708 ▼-26.5%167,5656.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,373,323$602,968 ▼-4.3%139,6405.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$12,378,979$932,643 ▲8.1%290,5865.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$10,180,984$1,419,310 ▼-12.2%353,8754.1%ETFDMBSDoubleLine Mortgage ETF$9,776,216$9,776,216 ▲New Holding199,2303.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$9,707,258$585,563 ▼-5.7%178,5083.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,297,693$1,331,340 ▲16.7%174,4743.7%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$8,581,807$1,163,938 ▲15.7%200,7913.4%ETFVTVVanguard Value ETF$8,365,934$222,161 ▼-2.6%47,3353.3%ETFVUGVanguard Growth ETF$8,085,850$1,310,816 ▼-13.9%18,4443.2%ETFJAAAJanus Henderson AAA CLO ETF$7,955,266$2,728,269 ▲52.2%156,7543.2%ETFIWFiShares Russell 1000 Growth ETF$7,655,337$1,820,637 ▼-19.2%18,0303.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,586,530$2,486,410 ▼-24.7%187,3683.0%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$6,927,775$6,524,907 ▲1,619.6%212,1832.8%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$6,799,468$6,357,106 ▲1,437.1%48,9102.7%ETFAAPLApple$6,003,890$19,696 ▼-0.3%29,2632.4%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$5,893,712$510,227 ▲9.5%104,2032.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,865,421$2,223,053 ▲61.0%49,2522.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$4,559,519$1,326,809 ▼-22.5%155,6681.8%ETFVOVanguard Mid-Cap ETF$4,461,169$88,708 ▲2.0%15,9421.8%ETFIWDiShares Russell 1000 Value ETF$4,428,444$367,095 ▼-7.7%22,8001.8%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$4,033,393$26,266 ▲0.7%58,6591.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,523,877$367,043 ▲11.6%71,2471.4%ETFVEAVanguard FTSE Developed Markets ETF$3,426,643$470,732 ▼-12.1%60,1061.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,252,767$1,532,850 ▼-32.0%39,2281.3%ETFVTEBVanguard Tax-Exempt Bond ETF$3,148,560$1,208,443 ▼-27.7%64,2171.3%ETFVBVanguard Small-Cap ETF$1,883,517$8,768 ▼-0.5%7,9480.8%ETFNUNU$1,576,5790.0%114,9110.6%FinanceVOTVanguard Mid-Cap Growth ETF$1,345,103$132,804 ▼-9.0%4,7300.5%ETFMSFTMicrosoft$1,234,572$15,917 ▲1.3%2,4820.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,207,248$7,349 ▼-0.6%23,8210.5%ETFIVViShares Core S&P 500 ETF$1,085,954$68,920 ▼-6.0%1,7490.4%ETFIWRiShares Russell Mid-Cap ETF$1,044,871$418,555 ▲66.8%11,3610.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$861,251$36,438 ▲4.4%14,3470.3%ETFVGSHVanguard Short-Term Treasury ETF$855,294$303,476 ▼-26.2%14,5510.3%ETFADPAutomatic Data Processing$782,7190.0%2,5380.3%Computer and TechnologyNVDANVIDIA$758,984$2,212 ▼-0.3%4,8040.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$703,012$239,344 ▼-25.4%6,4120.3%ETFAMZNAmazon.com$663,655$113,863 ▼-14.6%3,0250.3%Retail/WholesaleTSLATesla$633,414$45,743 ▲7.8%1,9940.3%Auto/Tires/TrucksDFUSDimensional U.S. Equity ETF$592,725$80,156 ▼-11.9%8,8440.2%ETFMETAMeta Platforms$571,282$8,119 ▲1.4%7740.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$531,460$92,255 ▼-14.8%12,5700.2%ETFIEFAiShares Core MSCI EAFE ETF$480,344$73,295 ▼-13.2%5,7540.2%ETFSPYSPDR S&P 500 ETF Trust$449,795$172,998 ▼-27.8%7280.2%FinanceVOEVanguard Mid-Cap Value ETF$439,495$148,362 ▼-25.2%2,6720.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$429,674$20,491 ▲5.0%9,9600.2%ETFHDHome Depot$423,836$1,100 ▲0.3%1,1560.2%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$405,2470.0%5,5750.2%ETFGOOGLAlphabet$403,038$16,213 ▲4.2%2,2870.2%Computer and TechnologyIWMiShares Russell 2000 ETF$373,317$373,317 ▲New Holding1,7300.1%FinanceJPMJPMorgan Chase & Co.$318,901$290 ▼-0.1%1,1000.1%FinanceDVYiShares Select Dividend ETF$280,893$280,893 ▲New Holding2,1150.1%ETFCOSTCostco Wholesale$271,458$9,907 ▼-3.5%2740.1%Retail/WholesaleNKENIKE$248,498$1,989 ▲0.8%3,4980.1%Consumer DiscretionaryAVGOBroadcom$243,399$243,399 ▲New Holding8830.1%Computer and TechnologyINNOVATOR ETFS TRUST$242,280$242,280 ▲New Holding9,7990.1%EQUITY DEFINED PPMPhilip Morris International$241,869$4,553 ▲1.9%1,3280.1%Consumer StaplesVBKVanguard Small-Cap Growth ETF$238,076$4,429 ▼-1.8%8600.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$230,935$9,508 ▼-4.0%2,7690.1%ETFTTTrane Technologies$229,640$229,640 ▲New Holding5250.1%ConstructionAOMiShares Core 40/60 Moderate Allocation ETF$225,734$8,287 ▼-3.5%4,9030.1%ETFTXNTexas Instruments$219,039$219,039 ▲New Holding1,0550.1%Computer and TechnologyZYMEZymeworks$125,7130.0%10,0170.1%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$0$346,328 ▼-100.0%00.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$0$315,036 ▼-100.0%00.0%ManufacturingREETiShares Global REIT ETF$0$287,214 ▼-100.0%00.0%ETFIWSiShares Russell Mid-Cap Value ETF$0$218,684 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$215,695 ▼-100.0%00.0%FinanceCVXChevron$0$203,425 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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