13F Insight
DOSSIER · 13F-HR · Q1 2026

TPG Financial Advisors, LLC

$307M in tracked AUM across 76 positions as of Q1 2026.

TF
CIK 0001706669 · last filed Mar 31, 2026
Total AUM
$307M
as of Q1 2026
Holdings
76
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TPG Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEF
ISHARES TR
$25M257K8.0%02
JPIE
J P MORGAN EXCHANGE TRADED F
$24M519K7.8%03
SPYV
SPDR SERIES TRUST
$21M378K7.0%04
SPSM
SPDR SERIES TRUST
$16M333K5.2%05
DMBS
DOUBLELINE ETF TRUST
$15M308K5.0%06
SPYG
SPDR SERIES TRUST
$14M140K4.5%07
SPMD
SPDR SERIES TRUST
$13M221K4.3%08
JAAA
JANUS DETROIT STR TR
$13M248K4.1%09
SPTI
SPDR SERIES TRUST
$12M404K3.8%10
IGIB
ISHARES TR
$11M208K3.6%

Filing history

2026Q1Mar 31
$307M▲ 2.6%
76 positionsView →2025Q4Dec 31
$300M▲ 11.6%
76 positionsView →2025Q3Sep 30
$268M▲ 7.5%
66 positionsView →2025Q2Jun 30
$250M▲ 10.4%
66 positionsLocked2025Q1Mar 31
$226M▼ 1.5%
65 positionsLocked2024Q4Dec 31
$230M▲ 3.5%
62 positionsLocked2024Q3Sep 30
$222M▲ 5.1%
68 positionsLocked2024Q2Jun 30
$211M▲ 7.6%
68 positionsLocked2023Q4Dec 31
$196M▲ 1.5%
58 positionsLocked2023Q3Sep 30
$193M▲ 1.4%
54 positionsLocked2023Q2Jun 30
$191M▲ 4.3%
49 positionsLocked2023Q1Mar 31
$183M▲ 11.0%
47 positionsLocked
Showing 12 of 29