Tpg Financial Advisors, LLC Top Holdings and 13F Report (2026) About Tpg Financial Advisors, LLCInvestment ActivityTpg Financial Advisors, LLC has $307.43 million in total holdings as of March 31, 2026.Tpg Financial Advisors, LLC owns shares of 76 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.59% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Tpg Financial Advisors, LLC has purchased 76 new stocks and bought additional shares in 27 stocks.Tpg Financial Advisors, LLC sold shares of 39 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $24,518,918JPMorgan Income ETF $23,928,130SPDR Portfolio S&P 500 Value ETF $21,379,241SPDR Portfolio S&P 600 Small Cap ETF $16,075,550DoubleLine Mortgage ETF $15,221,978 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $801,758 Holding464287234 - iShares MSCI Emerging Markets ETF $632,641 Holding46435G334 - iShares MSCI United Kingdom ETF $226,570 Holding464286509 - iShares MSCI Canada ETF $217,900 Holding78468R481 - SPDR S&P SmallCap 600 ESG ETF $212,299 Holding Largest Purchases this Quarter iShares Russell 1000 Value ETF 8,918 shares (about $1.91M)iShares Russell 1000 Growth ETF 4,296 shares (about $1.83M)SPDR Portfolio Intermediate Term Treasury ETF 58,046 shares (about $1.66M)Vanguard Tax-Exempt Bond ETF 28,124 shares (about $1.40M)JPMorgan Income ETF 21,552 shares (about $992.90K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 12,565 shares (about $635.91K)Vanguard Value ETF 2,766 shares (about $542.69K)iShares 7-10 Year Treasury Bond ETF 3,962 shares (about $378.13K)Vanguard Growth ETF 863 shares (about $376.95K)Global X Robotics & Artificial Intelligence ETF 10,328 shares (about $343.10K) 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 PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$24,518,918$378,133 â–¼-1.5%256,9048.0%ETFJPIEJPMorgan Income ETF$23,928,130$992,901 â–²4.3%519,3867.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$21,379,241$5,997 â–¼0.0%377,8597.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$16,075,550$673,871 â–²4.4%332,6895.2%ETFDMBSDoubleLine Mortgage ETF$15,221,978$392,176 â–²2.6%308,2625.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$13,733,738$284,526 â–¼-2.0%140,2694.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$13,080,684$877,166 â–²7.2%220,8834.3%ETFJAAAJanus Henderson AAA CLO ETF$12,511,253$986,093 â–²8.6%248,3874.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$11,565,886$1,663,598 â–²16.8%403,5553.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$11,065,582$397,020 â–²3.7%207,9223.6%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$10,877,491$177,648 â–²1.7%231,8803.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,752,812$794,219 â–²8.0%235,5493.5%ETFVTVVanguard Value ETF$8,608,215$542,685 â–¼-5.9%43,8752.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,166,203$759,040 â–²10.2%68,8552.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,586,456$406,143 â–²5.7%151,8812.5%ManufacturingBOTZGlobal X Robotics & Artificial Intelligence ETF$7,257,673$343,096 â–¼-4.5%218,4732.4%ManufacturingIWFiShares Russell 1000 Growth ETF$7,074,562$1,831,856 â–²34.9%16,5912.3%ETFUSRTiShares Core U.S. REIT ETF$7,020,457$269,137 â–²4.0%118,6092.3%ETFIWDiShares Russell 1000 Value ETF$6,891,071$1,905,509 â–²38.2%32,2512.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,177,993$321,476 â–²5.5%211,7202.0%ETFAAPLApple$6,094,513$286,021 â–¼-4.5%24,0142.0%Computer and TechnologyVUGVanguard Growth ETF$5,503,554$376,950 â–¼-6.4%12,6001.8%ETFVOVanguard Mid-Cap ETF$4,997,916$396,892 â–²8.6%17,4031.6%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$4,832,862$191,767 â–¼-3.8%55,5951.6%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$4,606,892$1,403,106 â–²43.8%92,3411.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,308,217$55,942 â–¼-1.3%79,7081.4%ETFVEAVanguard FTSE Developed Markets ETF$3,743,746$37,359 â–¼-1.0%58,4231.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,102,362$111,050 â–¼-3.5%37,4911.0%ETFVBVanguard Small-Cap ETF$2,032,499$102,935 â–¼-4.8%7,7600.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,818,265$635,914 â–¼-25.9%35,9270.6%ETFNUNU$1,161,153$402 â–¼0.0%80,8040.4%FinanceIWRiShares Russell Mid-Cap ETF$1,127,771$13,612 â–²1.2%11,5990.4%ETFVOTVanguard Mid-Cap Growth ETF$1,068,461$209,987 â–¼-16.4%4,1520.3%ETFMSFTMicrosoft$911,729$42,940 â–¼-4.5%2,4630.3%Computer and TechnologyNVDANVIDIA$895,370$29,125 â–¼-3.2%5,1340.3%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$805,555$234 â–¼0.0%13,7610.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$801,758$801,758 â–²New Holding8,7490.3%ETFTSLATesla$796,289$22,305 â–¼-2.7%2,1420.3%Auto/Tires/TrucksESGVVanguard ESG U.S. Stock ETF$748,729$68,709 â–¼-8.4%6,6690.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$747,163$142,778 â–¼-16.0%10,7120.2%ETFIVViShares Core S&P 500 ETF$733,555$94,715 â–¼-11.4%1,1230.2%ETFGOOGLAlphabet$690,719$62,401 â–¼-8.3%2,4020.2%Computer and TechnologyAMZNAmazon.com$640,222$31,241 â–¼-4.7%3,0740.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$632,641$632,641 â–²New Holding11,1400.2%FinanceEZUiShares MSCI Eurozone ETF$626,337$260,081 â–²71.0%9,9990.2%ETFDFUSDimensional U.S. Equity ETF$563,4510.0%7,9460.2%ETFDFUVDimensional US Marketwide Value ETF$561,8940.0%11,5950.2%ETFNKENIKE$535,806$22,871 â–²4.5%10,1440.2%Consumer DiscretionaryADPAutomatic Data Processing$515,468$1,219 â–¼-0.2%2,5370.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$478,000$46,824 â–²10.9%7350.2%FinanceIEFAiShares Core MSCI EAFE ETF$476,550$7,242 â–¼-1.5%5,2640.2%ETFIWMiShares Russell 2000 ETF$461,776$3,720 â–²0.8%1,8620.2%FinanceMETAMeta Platforms$450,838$4,577 â–¼-1.0%7880.1%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$431,731$36,598 â–¼-7.8%10,2040.1%ETFSPLGSPDR Portfolio S&P 500 ETF$426,7110.0%5,5750.1%ETFVOEVanguard Mid-Cap Value ETF$415,432$69,853 â–¼-14.4%2,2540.1%ETFEWJiShares MSCI Japan ETF$413,080$168,795 â–²69.1%4,8920.1%ETFHDHome Depot$340,072$658 â–¼-0.2%1,0340.1%Retail/WholesaleAVGOBroadcom$329,938$45,189 â–²15.9%1,0660.1%Computer and TechnologyCOSTCostco Wholesale$327,045$57,831 â–¼-15.0%3280.1%Retail/WholesaleJPMJPMorgan Chase & Co.$312,398$41,771 â–¼-11.8%1,0620.1%FinanceQQQInvesco QQQ$289,1670.0%5010.1%FinanceTXNTexas Instruments$269,660$26,791 â–¼-9.0%1,3890.1%Computer and TechnologyCVXChevron$268,142$21,724 â–¼-7.5%1,2960.1%EnergyAOMiShares Core 40/60 Moderate Allocation ETF$252,198$32,733 â–²14.9%5,3240.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$242,866$11,615 â–²5.0%5,3530.1%ETFEWUiShares MSCI United Kingdom ETF$226,570$226,570 â–²New Holding4,9730.1%ETFPMPhilip Morris International$219,241$19,179 â–¼-8.0%1,3260.1%Consumer StaplesEWCiShares MSCI Canada ETF$217,900$217,900 â–²New Holding3,9770.1%ETFLLYEli Lilly and Company$215,226$20,235 â–²10.4%2340.1%MedicalVBKVanguard Small-Cap Growth ETF$214,496$49,546 â–¼-18.8%7100.1%ETFESGEiShares ESG Aware MSCI EM ETF$213,936$14,187 â–¼-6.2%4,7050.1%ManufacturingESIXSPDR S&P SmallCap 600 ESG ETF$212,299$212,299 â–²New Holding6,6900.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$210,651$2,486 â–¼-1.2%2,2030.1%ManufacturingEPPiShares MSCI Pacific ex Japan ETF$209,425$209,425 â–²New Holding3,9410.1%FinanceBRK.BBerkshire Hathaway$205,577$9,584 â–¼-4.5%4290.1%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$0$303,439 â–¼-100.0%00.0%ETFMAMastercard$0$216,934 â–¼-100.0%00.0%Business ServicesCFGCitizens Financial Group$0$205,253 â–¼-100.0%00.0%FinanceCCitigroup$0$203,974 â–¼-100.0%00.0%Financial ServicesVEUVanguard FTSE All-World ex-US ETF$0$202,511 â–¼-100.0%00.0%ETFFFord Motor$0$131,279 â–¼-100.0%00.0%Auto/Tires/TrucksShowing 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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