DOSSIER · 13F-HR · Q1 2026

TSG Advice Partners, LLC

$667M in tracked AUM across 135 positions as of Q1 2026.

TA
CIK 0002111347 · last filed Mar 31, 2026
Total AUM
$667M
as of Q1 2026
Holdings
135
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

TSG Advice Partners, 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
VOO
VANGUARD INDEX FDS
$68M115K10.3%
02
BND
VANGUARD BD INDEX FDS
$67M906K10.0%
03
SCHG
SCHWAB STRATEGIC TR
$48M1.6M7.1%
04
SPY
STATE STR SPDR S&P 500 ETF T
$41M62K6.1%
05
SPDW
SPDR INDEX SHS FDS
$38M829K5.7%
06
SPYM
SPDR SERIES TRUST
$37M485K5.6%
07
VT
VANGUARD INTL EQUITY INDEX F
$32M228K4.7%
08
SCHV
SCHWAB STRATEGIC TR
$31M1.0M4.6%
09
VWO
VANGUARD INTL EQUITY INDEX F
$30M562K4.6%
10
SPSM
SPDR SERIES TRUST
$29M600K4.3%

Filing history

2026Q1Mar 31
$667M 1.9%
135 positionsView →
2025Q4Dec 31
$655M
116 positionsView →