TPG Financial Advisors, LLC — 13F holdings

TPG Financial Advisors, LLC reported 81 holdings worth $335M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. IEF ISHARES TR — $34.0M (10.2%)
  2. JPIE J P MORGAN EXCHANGE TRADED F — $24.3M (7.2%)
  3. SPYV SPDR SERIES TRUST — $23.6M (7.0%)
  4. SPSM SPDR SERIES TRUST — $20.8M (6.2%)
  5. SPYG SPDR SERIES TRUST — $17.1M (5.1%)
  6. DMBS DOUBLELINE ETF TRUST — $15.7M (4.7%)
  7. SPMD SPDR SERIES TRUST — $15.0M (4.5%)
  8. IEI ISHARES TR — $11.8M (3.5%)
  9. SPDW SPDR INDEX SHS FDS — $11.6M (3.5%)
  10. IGIB ISHARES TR — $11.6M (3.5%)