Tpg Financial Advisors, LLC Top Holdings and 13F Report (2025) About Tpg Financial Advisors, LLCInvestment ActivityTpg Financial Advisors, LLC has $226.31 million in total holdings as of March 31, 2025.Tpg Financial Advisors, LLC owns shares of 65 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 12.80% of the portfolio was purchased this quarter.About 13.34% of the portfolio was sold this quarter.This quarter, Tpg Financial Advisors, LLC has purchased 62 new stocks and bought additional shares in 21 stocks.Tpg Financial Advisors, LLC sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan Income ETF $19,443,162SPDR Portfolio S&P 500 Growth ETF $18,320,181SPDR Portfolio S&P 500 Value ETF $17,989,222iShares 7-10 Year Treasury Bond ETF $13,917,916SPDR Portfolio Intermediate Term Treasury ETF $11,523,685 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $5,222,876 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $359,980 Holding37954Y715 - Global X Robotics & Artificial Intelligence Thematic ETF $351,168 Holding084670702 - Berkshire Hathaway $215,695 Holding718172109 - Philip Morris International $206,825 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 91,231 shares (about $7.33M)Janus Henderson AAA CLO ETF 102,995 shares (about $5.22M)Vanguard Growth ETF 8,378 shares (about $3.11M)iShares Russell 1000 Growth ETF 7,979 shares (about $2.88M)SPDR Portfolio S&P 600 Small Cap ETF 66,096 shares (about $2.69M) Largest Sales this Quarter iShares 5-10 Year Investment Grade Corporate Bond ETF 218,821 shares (about $11.49M)SPDR Portfolio Intermediate Term Treasury ETF 154,137 shares (about $4.41M)Invesco BulletShares 2025 Corporate Bond ETF 176,863 shares (about $3.66M)Vanguard Intermediate-Term Corporate Bond ETF 25,315 shares (about $2.07M)iShares 3-7 Year Treasury Bond ETF 16,165 shares (about $1.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTpg Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$19,443,162$689,714 ▼-3.4%422,0358.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$18,320,181$7,332,236 ▲66.7%227,9488.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,989,222$944,541 ▼-5.0%352,2467.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,917,916$1,138,050 ▼-7.6%145,9366.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$11,523,685$4,405,236 ▼-27.7%403,2085.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$10,951,941$2,694,076 ▲32.6%268,6934.8%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$9,687,139$1,872,010 ▲24.0%189,2764.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,057,934$550,847 ▼-5.7%248,7764.0%ETFVTVVanguard Value ETF$8,393,730$428,220 ▲5.4%48,5923.7%ETFIWFiShares Russell 1000 Growth ETF$8,058,942$2,881,186 ▲55.6%22,3183.6%ETFVUGVanguard Growth ETF$7,948,156$3,106,730 ▲64.2%21,4343.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$7,851,241$11,492,440 ▼-59.4%149,4913.5%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$6,832,978$450,629 ▼-6.2%173,5583.0%ETFAAPLApple$6,521,515$83,521 ▼-1.3%29,3592.9%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$5,876,281$115,410 ▲2.0%200,9672.6%ETFUSRTiShares Core U.S. REIT ETF$5,482,474$41,702 ▼-0.8%95,1822.4%ETFJAAAJanus Henderson AAA CLO ETF$5,222,876$5,222,876 ▲New Holding102,9952.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,718,678$2,069,746 ▼-30.5%57,7142.1%ETFIWDiShares Russell 1000 Value ETF$4,645,670$121,551 ▲2.7%24,6902.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,409,432$1,061,223 ▲31.7%88,8641.9%ETFVOVanguard Mid-Cap ETF$4,041,048$1,243,220 ▲44.4%15,6251.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,613,160$1,909,653 ▼-34.6%30,5851.6%ETFVEAVanguard FTSE Developed Markets ETF$3,474,891$398,456 ▲13.0%68,3631.5%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$3,394,635$73,162 ▲2.2%58,2771.5%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,888,765$140,080 ▼-4.6%63,8261.3%ETFVBVanguard Small-Cap ETF$1,770,674$337,282 ▲23.5%7,9850.8%ETFVOTVanguard Mid-Cap Growth ETF$1,271,341$88,311 ▼-6.5%5,1970.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,213,399$75,084 ▼-5.8%23,9660.5%ETFNUNU$1,176,6890.0%114,9110.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,157,000$242,387 ▼-17.3%19,7140.5%ETFIVViShares Core S&P 500 ETF$1,045,134$207,341 ▲24.7%1,8600.5%ETFMSFTMicrosoft$919,706$39,416 ▼-4.1%2,4500.4%Computer and TechnologyESGVVanguard ESG US Stock ETF$841,880$372,993 ▲79.5%8,5950.4%ETFADPAutomatic Data Processing$775,4350.0%2,5380.3%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$741,549$25,582 ▲3.6%13,7400.3%ETFAMZNAmazon.com$674,281$287,673 ▼-29.9%3,5440.3%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$607,9300.0%14,7520.3%ETFDFUSDimensional U.S. Equity ETF$607,219$35,139 ▼-5.5%10,0400.3%ETFIWRiShares Russell Mid-Cap ETF$579,327$3,998 ▲0.7%6,8100.3%ETFVOEVanguard Mid-Cap Value ETF$573,826$33,717 ▼-5.5%3,5740.3%ETFSPYSPDR S&P 500 ETF Trust$563,865$111,878 ▼-16.6%1,0080.2%FinanceNVDANVIDIA$522,175$19,400 ▼-3.6%4,8180.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$501,716$112,114 ▲28.8%6,6320.2%ETFTSLATesla$479,446$3,628 ▼-0.8%1,8500.2%Auto/Tires/TrucksMETAMeta Platforms$439,763$7,493 ▲1.7%7630.2%Computer and TechnologyHDHome Depot$422,563$4,398 ▲1.1%1,1530.2%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$403,302$8,249 ▼-2.0%9,4850.2%ETFSPLGSPDR Portfolio S&P 500 ETF$366,6120.0%5,5750.2%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$359,980$359,980 ▲New Holding3,1820.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$351,168$351,168 ▲New Holding12,3390.2%ManufacturingBSCPInvesco BulletShares 2025 Corporate Bond ETF$346,328$3,657,527 ▼-91.4%16,7470.2%ETFGOOGLAlphabet$339,435$68,196 ▼-16.7%2,1950.1%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$315,036$78,885 ▼-20.0%6,2660.1%ManufacturingREETiShares Global REIT ETF$287,214$693,496 ▼-70.7%11,8390.1%ETFJPMJPMorgan Chase & Co.$270,075$11,774 ▼-4.2%1,1010.1%FinanceCOSTCostco Wholesale$268,807$142,922 ▼-34.7%2840.1%Retail/WholesaleAOMiShares Core 40/60 Moderate Allocation ETF$223,042$11,804 ▼-5.0%5,0830.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$220,550$6,809 ▲3.2%2,8830.1%ETFVBKVanguard Small-Cap Growth ETF$220,466$18,372 ▼-7.7%8760.1%ETFNKENIKE$220,276$508 ▼-0.2%3,4700.1%Consumer DiscretionaryIWSiShares Russell Mid-Cap Value ETF$218,684$15,368 ▼-6.6%1,7360.1%ETFBRK.BBerkshire Hathaway$215,695$215,695 ▲New Holding4050.1%FinancePMPhilip Morris International$206,825$206,825 ▲New Holding1,3030.1%Consumer StaplesCVXChevron$203,425$203,425 ▲New Holding1,2160.1%EnergyZYMEZymeworks$119,3020.0%10,0170.1%MedicalWMTWalmart$0$226,327 ▼-100.0%00.0%Retail/WholesaleTTTrane Technologies$0$206,467 ▼-100.0%00.0%ConstructionAVGOBroadcom$0$202,164 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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