Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TPG Financial Advisors, LLC (CIK 1706669) reported $307.4M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEF ($24.5M, 7.98%), JPIE ($23.9M, 7.78%), SPYV ($21.4M, 6.95%), SPSM ($16.1M, 5.23%), DMBS ($15.2M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $24.5M | 7.98% | 256,904 | Trimmed |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.9M | 7.78% | 519,386 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $21.4M | 6.95% | 377,859 | Trimmed |
| 4 | SPSM | SPDR SERIES TRUST | $16.1M | 5.23% | 332,689 | Added |
| 5 | DMBS | DOUBLELINE ETF TRUST | $15.2M | 4.95% | 308,262 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $13.7M | 4.47% | 140,269 | Trimmed |
| 7 | SPMD | SPDR SERIES TRUST | $13.1M | 4.25% | 220,883 | Added |
| 8 | JAAA | JANUS DETROIT STR TR | $12.5M | 4.07% | 248,387 | Added |
| 9 | SPTI | SPDR SERIES TRUST | $11.6M | 3.76% | 403,555 | Added |
| 10 | IGIB | ISHARES TR | $11.1M | 3.60% | 207,922 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $10.9M | 3.54% | 231,880 | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $10.8M | 3.50% | 235,549 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $8.6M | 2.80% | 43,875 | Trimmed |
| 14 | IEI | ISHARES TR | $8.2M | 2.66% | 68,855 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $7.6M | 2.47% | 151,881 | Added |
| 16 | BOTZ | GLOBAL X FDS | $7.3M | 2.36% | 218,473 | Trimmed |
| 17 | IWF | ISHARES TR | $7.1M | 2.30% | 16,591 | Added |
| 18 | USRT | ISHARES TR | $7.0M | 2.28% | 118,609 | Added |
| 19 | IWD | ISHARES TR | $6.9M | 2.24% | 32,251 | Added |
| 20 | SPTS | SPDR SERIES TRUST | $6.2M | 2.01% | 211,720 | Added |
| 21 | AAPL | APPLE INC | $6.1M | 1.98% | 24,014 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $5.5M | 1.79% | 12,600 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $5.0M | 1.63% | 17,403 | Added |
| 24 | FDT | FIRST TR EXCH TRD ALPHDX FD | $4.8M | 1.57% | 55,595 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $4.6M | 1.50% | 92,341 | Added |
Source: SEC Form 13F filings · as of 2026-03-31