TPG Financial Advisors, LLC

Institutional manager (13F) · CIK 1706669

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $300M

#	Issuer	Value	Shares
1	ISHARES TR	$25M	256,904
2	J P MORGAN EXCHANGE TRADED F	$24M	519,386
3	SPDR SERIES TRUST	$21M	377,859
4	SPDR SERIES TRUST	$16M	332,689
5	DOUBLELINE ETF TRUST	$15M	308,262
6	SPDR SERIES TRUST	$14M	140,269
7	SPDR SERIES TRUST	$13M	220,883
8	JANUS DETROIT STR TR	$13M	248,387
9	SPDR SERIES TRUST	$12M	403,555
10	ISHARES TR	$11M	207,922
11	SPDR INDEX SHS FDS	$11M	231,880
12	SPDR INDEX SHS FDS	$11M	235,549
13	VANGUARD INDEX FDS	$9M	43,875
14	ISHARES TR	$8M	68,855
15	VANGUARD MALVERN FDS	$8M	151,881
16	GLOBAL X FDS	$7M	218,473
17	ISHARES TR	$7M	16,591
18	ISHARES TR	$7M	118,609
19	ISHARES TR	$7M	32,251
20	SPDR SERIES TRUST	$6M	211,720
21	APPLE INC	$6M	24,014
22	VANGUARD INDEX FDS	$6M	12,600
23	VANGUARD INDEX FDS	$5M	17,403
24	FIRST TR EXCH TRD ALPHDX FD	$5M	55,595
25	VANGUARD MUN BD FDS	$5M	92,341
26	VANGUARD INTL EQUITY INDEX F	$4M	79,708
27	VANGUARD TAX-MANAGED FDS	$4M	58,423
28	VANGUARD SCOTTSDALE FDS	$3M	37,491
29	VANGUARD INDEX FDS	$2M	7,760
30	J P MORGAN EXCHANGE TRADED F	$2M	35,927
31	NU HLDGS LTD	$1M	80,804
32	ISHARES TR	$1M	11,599
33	VANGUARD INDEX FDS	$1M	4,152
34	MICROSOFT CORP	$912k	2,463
35	NVIDIA CORPORATION	$895k	5,134
36	VANGUARD SCOTTSDALE FDS	$806k	13,761
37	SPDR SERIES TRUST	$802k	8,749
38	TESLA INC	$796k	2,142
39	VANGUARD WORLD FD	$749k	6,669
40	ISHARES INC	$747k	10,712
41	ISHARES TR	$734k	1,123
42	ALPHABET INC	$691k	2,402
43	AMAZON COM INC	$640k	3,074
44	ISHARES TR	$633k	11,140
45	ISHARES INC	$626k	9,999
46	DIMENSIONAL ETF TRUST	$563k	7,946
47	DIMENSIONAL ETF TRUST	$562k	11,595
48	NIKE INC	$536k	10,144
49	AUTOMATIC DATA PROCESSING IN	$515k	2,537
50	SPDR S&P 500 ETF TR	$478k	735

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.