TSG Advice Partners, LLC - Portfolio Stock Holdings
TSG Advice Partners, LLC disclosed 150 stock positions in a recent SEC 13F filing. $760,877,266 of stock holdings were filed, with the largest holdings including VOO, SCHG, and BND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $866,510,470 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
150Est. Stock Holding Value:
$760,877,266Top Stock Holdings By Sector
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Portfolio Stock Holdings - TSG Advice Partners, LLC
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