TPG Financial Advisors, LLC - Portfolio overview

TPG Financial Advisors, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IEF - ISHARES TR, 7.95%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 7.76%
3. SPYV - SPDR SERIES TRUST, 6.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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