TSG Advice Partners, LLC — 13F holdings

TSG Advice Partners, LLC reported 135 holdings worth $667M in its 13F filing for Q1 2026, filed April 24, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $68.5M (10.3%)
  2. BND VANGUARD BD INDEX FDS — $66.7M (10.0%)
  3. SCHG SCHWAB STRATEGIC TR — $47.5M (7.1%)
  4. SPY SPDR S&P 500 ETF TR — $40.5M (6.1%)
  5. SPDW SPDR INDEX SHS FDS — $37.8M (5.7%)
  6. SPYM SPDR SERIES TRUST — $37.1M (5.6%)
  7. VT VANGUARD INTL EQUITY INDEX F — $31.5M (4.7%)
  8. SCHV SCHWAB STRATEGIC TR — $30.9M (4.6%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $30.4M (4.6%)
  10. SPSM SPDR SERIES TRUST — $29.0M (4.3%)