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.
TSG Advice Partners, LLC (CIK 2111347) reported $667.4M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($68.5M, 10.26%), BND ($66.7M, 9.99%), SCHG ($47.5M, 7.12%), SPY ($40.5M, 6.07%), SPDW ($37.8M, 5.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $68.5M | 10.26% | 114,619 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $66.7M | 9.99% | 905,636 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $47.5M | 7.12% | 1.6M | New |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $40.5M | 6.07% | 62,301 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $37.8M | 5.67% | 828,748 | New |
| 6 | SPYM | SPDR SERIES TRUST | $37.1M | 5.56% | 485,200 | Added |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | $31.5M | 4.73% | 228,011 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $30.9M | 4.63% | 1.0M | New |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $30.4M | 4.55% | 562,182 | New |
| 10 | SPSM | SPDR SERIES TRUST | $29.0M | 4.34% | 599,773 | Added |
| 11 | SPMD | SPDR SERIES TRUST | $28.2M | 4.22% | 476,138 | Added |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $21.8M | 3.27% | 35,383 | Trimmed |
| 13 | AAPL | APPLE INC | $17.0M | 2.54% | 66,812 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $11.9M | 1.78% | 143,627 | New |
| 15 | SPHY | SPDR SERIES TRUST | $11.8M | 1.76% | 503,965 | New |
| 16 | IVW | ISHARES TR | $10.3M | 1.54% | 90,641 | Trimmed |
| 17 | IWM | ISHARES TR | $9.6M | 1.44% | 38,816 | Trimmed |
| 18 | BCI | ABRDN ETFS | $8.2M | 1.22% | 336,363 | New |
| 19 | NVDA | NVIDIA CORPORATION | $7.3M | 1.09% | 41,599 | Added |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.01% | 89,803 | Added |
| 21 | AMZN | AMAZON COM INC | $6.2M | 0.93% | 29,906 | Added |
| 22 | MSFT | MICROSOFT CORP | $5.9M | 0.89% | 15,956 | Added |
| 23 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.8M | 0.88% | 185,666 | New |
| 24 | GOOG | ALPHABET INC | $5.3M | 0.79% | 18,481 | Added |
| 25 | SPLV | INVESCO EXCH TRADED FD TR II | $5.1M | 0.76% | 69,436 | New |
Source: SEC Form 13F filings · as of 2026-03-31