TPG Financial Advisors, LLC - Portfolio Stock Holdings

TPG Financial Advisors, LLC disclosed 78 stock positions in a recent SEC 13F filing. $299,570,630 of stock holdings were filed, with the largest holdings including IEF, JPIE, and SPYV. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 6, 2026.

We estimate the fund has a total AUM of $2,217,933,597 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.