Tpg Financial Advisors, LLC Portfolio Holdings
Tpg Financial Advisors, LLC
- $257 Million
- Q3 2025
Tpg Financial Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $257 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $21.5M, J P Morgan Exchange Traded Fd with a value of $19.5M, Spdr Portfolio S&P 500 Value E with a value of $18.2M, Spdr Portfolio with a value of $17.6M, and Spdr Portfolio S&P 600 Small C with a value of $13.4M.
Examining the 13F form we can see an increase of $17M in the current position value, from $240M to 257M.
Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $220 Million
Technology: $10.1 Million
Consumer Cyclical: $2.16 Million
Financial Services: $2.05 Million
Communication Services: $1.13 Million
Industrials: $954,000
Consumer Defensive: $548,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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