TPG Financial Advisors, LLC - Portfolio Stock Holdings

TPG Financial Advisors, LLC disclosed 91 stock positions in a recent SEC 13F filing. $340,013,298 of stock holdings were filed, with the largest holdings including SPYV, IEF, and SPYG. This filing represented positions held on Sept. 30, 2026, and was filed today.

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.