TPG Financial Advisors, LLC: 13F holdings
CIK 17066692026Q2
| Positions | 81 |
|---|
| Reported value | $334.8m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 81 (+5 vs prior quarter) |
|---|
| Reported value | $334.8m (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEF ISHARES TR | 359,592 | $34.0m | 10.2% |
| JPIE J P MORGAN EXCHANGE TRADED F | 526,755 | $24.3m | 7.2% |
| SPYV SPDR SERIES TRUST | 387,813 | $23.6m | 7.0% |
| SPSM SPDR SERIES TRUST | 361,261 | $20.8m | 6.2% |
| SPYG SPDR SERIES TRUST | 143,799 | $17.1m | 5.1% |
| DMBS DOUBLELINE ETF TRUST | 320,754 | $15.7m | 4.7% |
| SPMD SPDR SERIES TRUST | 222,569 | $15.0m | 4.5% |
| IEI ISHARES TR | 100,695 | $11.8m | 3.5% |
| EWU SPDR INDEX SHS FDS | 230,984 | $11.6m | 3.5% |
| IGIB ISHARES TR | 218,163 | $11.6m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1706669")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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