account_balance
Investment manager · 13F filer · SEC CIK 2111347
TSG Advice Partners, LLC
Reported value$764Mas of Sep 30, 2026
Positions141 16 new, 10 sold out
Top 10 weight62.4%VOO alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.1%Trimmed −12%
BNDVanguard Bd Index FDS
7.5%Trimmed −14%
SCHGSchwab Strategic Tr
7.0%Trimmed −3%
SPDWSPDR Index SHS FDS
5.9%Added +9%
SPYMSPDR Series Trust
5.9%Added +6%
SPYSPDR S&P 500 ETF Trust
5.8%Trimmed −5%
VWOVanguard Intl Equity Index F
5.7%Added +30%
VTVanguard Intl Equity Index F
5.6%Added +20%
SCHVSchwab Strategic Tr
5.0%Added +9%
SPMDSPDR Series Trust
4.8%Added +14%
SPSMSPDR Series Trust
4.5%
MDYSPDR S&P Midcap 400 ETF Trust
3.1%
VOOVanguard Index FDS
9.1%−12%
BNDVanguard Bd Index FDS
7.5%
SCHGSchwab Strategic Tr
7.0%
SPDWSPDR Index SHS FDS
5.9%+9%
SPYMSPDR Series Trust
5.9%+6%
SPYSPDR S&P 500 ETF Trust
5.8%−5%
VWOVanguard Intl Equity Index F
5.7%
VTVanguard Intl Equity Index F
5.6%
SCHVSchwab Strategic Tr
5.0%+9%
SPMDSPDR Series Trust
4.8%+14%
SPSMSPDR Series Trust
4.5%
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
VOO Vanguard Index FDS 9.1% Trimmed −12%
BND Vanguard Bd Index FDS 7.5% Trimmed −14%
SCHG Schwab Strategic Tr 7.0% Trimmed −3%
SPDW SPDR Index SHS FDS 5.9% Added +9%
SPYM SPDR Series Trust 5.9% Added +6%
SPY SPDR S&P 500 ETF Trust 5.8% Trimmed −5%VWO Vanguard Intl Equity Index F 5.7% Added +30%
VT Vanguard Intl Equity Index F 5.6% Added +20%
SCHV Schwab Strategic Tr 5.0% Added +9%
SPMD SPDR Series Trust 4.8% Added +14%
SPSM SPDR Series Trust 4.5% Held
MDY SPDR S&P Midcap 400 ETF Trust 3.1% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
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