account_balance
Investment manager · 13F filer · SEC CIK 1706669
TPG Financial Advisors, LLC
Reported value$340Mas of Sep 30, 2026
Positions86 10 new, 5 sold out
Top 10 weight51.2%SPYV alone is 8%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYVSPDR Series Trust
7.8%Added +12%
IEFiShares Tr
7.5%Trimmed −21%
SPYGSPDR Series Trust
7.3%Added +40%
SPSMSPDR Series Trust
5.5%
SPMDSPDR Series Trust
4.6%Added +12%
JPIEJ P Morgan Exchange Traded F
4.5%Trimmed −35%
SPEMSPDR Index SHS FDS
4.0%Added +33%
SPDWSPDR Index SHS FDS
3.6%Added +6%
IWFiShares Tr
3.3%Added +35%
DMBSDoubleline ETF Trust
3.0%Trimmed −30%
IEIiShares Tr
3.0%Trimmed −10%
IGIBiShares Tr
3.0%Trimmed −9%
SPYVSPDR Series Trust
7.8%Added +12%
IEFiShares Tr
7.5%Trimmed −21%
SPYGSPDR Series Trust
7.3%Added +40%
SPSMSPDR Series Trust
5.5%
SPMDSPDR Series Trust
4.6%+12%
JPIEJ P Morgan Exchange Traded F
4.5%
SPEMSPDR Index SHS FDS
4.0%
SPDWSPDR Index SHS FDS
3.6%
IWFiShares Tr
3.3%
DMBS
IEI3.0%
IGIB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYV SPDR Series Trust 7.8% Added +12%
IEF iShares Tr 7.5% Trimmed −21%
SPYG SPDR Series Trust 7.3% Added +40%
SPSM SPDR Series Trust 5.5% Held
SPMD SPDR Series Trust 4.6% Added +12%
JPIE J P Morgan Exchange Traded F 4.5% Trimmed −35%
SPEM SPDR Index SHS FDS 4.0% Added +33%
SPDW SPDR Index SHS FDS 3.6% Added +6%
IWF iShares Tr 3.3% Added +35%
DMBS Doubleline ETF Trust 3.0% Trimmed −30%
IEI iShares Tr 3.0% Trimmed −10%
IGIB iShares Tr 3.0% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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