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 $334.8M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEF ($34.0M, 10.16%), JPIE ($24.3M, 7.24%), SPYV ($23.6M, 7.04%), SPSM ($20.8M, 6.22%), SPYG ($17.1M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $34.0M | 10.16% | 359,592 | Added |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.3M | 7.24% | 526,755 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $23.6M | 7.04% | 387,813 | Added |
| 4 | SPSM | SPDR SERIES TRUST | $20.8M | 6.22% | 361,261 | Added |
| 5 | SPYG | SPDR SERIES TRUST | $17.1M | 5.11% | 143,799 | Added |
| 6 | DMBS | DOUBLELINE ETF TRUST | $15.7M | 4.70% | 320,754 | Added |
| 7 | SPMD | SPDR SERIES TRUST | $15.0M | 4.49% | 222,569 | Added |
| 8 | IEI | ISHARES TR | $11.8M | 3.53% | 100,695 | Added |
| 9 | SPDW | SPDR INDEX SHS FDS | $11.6M | 3.48% | 230,984 | Trimmed |
| 10 | IGIB | ISHARES TR | $11.6M | 3.46% | 218,163 | Added |
| 11 | SPTI | SPDR SERIES TRUST | $11.4M | 3.40% | 400,617 | Trimmed |
| 12 | SPEM | SPDR INDEX SHS FDS | $10.3M | 3.06% | 198,043 | Trimmed |
| 13 | JAAA | JANUS DETROIT STR TR | $10.0M | 2.98% | 197,305 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $9.2M | 2.75% | 42,249 | Trimmed |
| 15 | IWF | ISHARES TR | $8.3M | 2.49% | 67,215 | Added |
| 16 | USRT | ISHARES TR | $8.2M | 2.45% | 123,227 | Added |
| 17 | IWD | ISHARES TR | $8.0M | 2.38% | 32,922 | Added |
| 18 | SCHD | SCHWAB STRATEGIC TR | $8.0M | 2.38% | 250,932 | New |
| 19 | VUG | VANGUARD INDEX FDS | $6.7M | 1.99% | 77,541 | Added |
| 20 | SPTS | SPDR SERIES TRUST | $6.7M | 1.99% | 229,744 | Added |
| 21 | AAPL | APPLE INC | $5.9M | 1.78% | 20,547 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $5.6M | 1.67% | 69,325 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.39% | 92,341 | Hold |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.38% | 77,167 | Trimmed |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.22% | 57,539 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30