TPG Financial Advisors, LLC
TPG Financial Advisors, LLC reported 81 positions worth $334.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IEF (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEF | SH | $34.0M | 10.16% | 359,592 | — | — | |
| ▸ 2 | JPIE | SH | $24.3M | 7.24% | 526,755 | — | — | |
| ▸ 3 | SPYV | SH | $23.6M | 7.04% | 387,813 | — | — | |
| ▸ 4 | SPSM | SH | $20.8M | 6.22% | 361,261 | — | — | |
| ▸ 5 | SPYG | SH | $17.1M | 5.11% | 143,799 | — | — | |
| ▸ 6 | DMBS | SH | $15.7M | 4.70% | 320,754 | — | — | |
| ▸ 7 | SPMD | SH | $15.0M | 4.49% | 222,569 | — | — | |
| ▸ 8 | IEI | SH | $11.8M | 3.53% | 100,695 | — | — | |
| ▸ 9 | SPDW | SH | $11.6M | 3.48% | 230,984 | — | — | |
| ▸ 10 | IGIB | SH | $11.6M | 3.46% | 218,163 | — | — |
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Frequently Asked Questions
What stocks does TPG Financial Advisors, LLC hold as of Q2 2026?
TPG Financial Advisors, LLC reported 81 positions worth $334.8M in its Q2 2026 13F filing. Largest positions: IEF (10.2%), JPIE (7.2%), SPYV (7.0%), SPSM (6.2%) and SPYG (5.1%).
What did TPG Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TPG Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.