Notify me when TPG Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $299,570,907 | +$37,920,547 | -$9,479,696 | +$28,440,851 | IEF, JPIE, SPYV, SPYG, SPSM | 13F-HR | 06 Feb 2026, 10:32 |
| Q3 2025 | 66 | $268,496,140 | +$14,684,435 | -$9,807,352 | +$4,877,083 | IEF, JPIE, SPYV, SPYG, SPSM | 13F-HR | 12 Nov 2025, 18:30 |
| Q2 2025 | 66 | $249,866,506 | +$34,187,402 | -$24,405,427 | +$9,781,975 | JPIE, SPYV, SPYG, IEF, SPSM | 13F-HR | 23 Jul 2025, 11:51 |
| Q1 2025 | 65 | $226,306,792 | +$28,965,459 | -$30,194,851 | -$1,229,392 | JPIE, SPYG, SPYV, IEF, SPTI | 13F-HR | 16 Apr 2025, 16:47 |
| Q4 2024 | 62 | $229,857,867 | +$33,489,910 | -$19,751,602 | +$13,738,308 | JPIE, IGIB, SPYV, SPTI, IEF | 13F-HR | 13 Jan 2025, 16:57 |
| Q3 2024 | 68 | $222,098,686 | +$13,614,072 | -$14,845,386 | -$1,231,314 | IEF, JPIE, IGIB, SPYV, SPEM | 13F-HR | 16 Oct 2024, 11:45 |
| Q2 2024 | 68 | $211,224,365 | +$32,278,278 | -$26,928,248 | +$5,350,030 | IEF, JPIE, IGIB, SPYV, SPYG | 13F-HR | 16 Oct 2024, 11:22 |
| Q4 2023 | 58 | $196,307,353 | +$9,260,146 | -$21,063,516 | -$11,803,370 | JPIE, IGIB, SPYV, IEF, SPYG | 13F-HR | 09 Jan 2024, 19:04 |
| Q3 2023 | 54 | $193,447,293 | +$23,259,640 | -$13,912,520 | +$9,347,120 | IGIB, JPIE, IEF, SPYV, SPYG | 13F-HR | 17 Oct 2023, 11:15 |
| Q2 2023 | 49 | $190,855,011 | +$30,158,376 | -$26,640,295 | +$3,518,081 | IGIB, JPIE, IEF, SPYV, SPYG | 13F-HR | 13 Jul 2023, 18:30 |
| Q1 2023 | 47 | $183,039,728 | +$17,019,817 | -$4,789,542 | +$12,230,275 | IGIB, JPIE, SPSB, SPYV, SPYG | 13F-HR | 04 Apr 2023, 18:28 |
| Q4 2022 | 46 | $164,873,730 | +$14,654,870 | -$19,628,995 | -$4,974,125 | IGIB, JPIE, SPSB, SPYV, SPYG | 13F-HR | 30 Jan 2023, 14:47 |
| Q3 2022 | 45 | $162,859,000 | +$37,983,616 | -$17,038,990 | +$20,944,626 | JPIE, SPTS, SPSB, IGIB, SPYV | 13F-HR | 11 Oct 2022, 14:49 |
| Q2 2022 | 38 | $149,290,000 | +$11,694,200 | -$8,562,185 | +$3,132,015 | SPTS, IGIB, SPSB, SPYV, SPYG | Restatement | 28 Jul 2022, 17:34 |
| Q1 2022 | 38 | $165,335,000 | +$22,883,166 | -$12,593,153 | +$10,290,013 | SDY, SPTS, IGIB, SPYG, SPYV | Restatement | 28 Jul 2022, 17:46 |
| Q4 2021 | 37 | $163,326,000 | +$28,791,854 | -$21,685,093 | +$7,106,761 | IGIB, SPTS, SPYG, SPYV, SPSB | Restatement | 28 Jul 2022, 19:18 |
| Q3 2021 | 36 | $151,483,000 | +$29,271,435 | -$18,477,359 | +$10,794,076 | IGIB, SPTS, SPSB, SPYG, SPYV | Restatement | 28 Jul 2022, 19:26 |
| Q2 2021 | 36 | $142,473,000 | +$6,852,431 | -$14,524,401 | -$7,671,970 | IGIB, SPSB, SPYG, SPYV, GLDM | Restatement | 28 Jul 2022, 19:36 |
| Q1 2021 | 41 | $143,436,000 | +$12,015,268 | -$6,789,121 | +$5,226,147 | IGIB, SPSB, SPYV, SPYG, SDY | Restatement | 28 Jul 2022, 19:43 |
| Q4 2020 | 37 | $134,663,000 | +$20,325,840 | -$13,301,155 | +$7,024,685 | IGIB, SPYG, SPYV, SPSB, GLDM | Restatement | 28 Jul 2022, 19:54 |
| Q3 2020 | 36 | $117,106,000 | +$16,787,620 | -$15,837,769 | +$949,851 | SPSB, IGIB, SPYV, SPYG, GLDM | Restatement | 28 Jul 2022, 20:20 |
| Q2 2020 | 36 | $111,547,000 | +$33,526,166 | -$32,692,452 | +$833,714 | SPSB, IGIB, BIL, SPYG, GLDM | Restatement | 29 Jul 2022, 16:59 |
| Q1 2020 | 43 | $100,838,000 | +$5,360,761 | -$6,825,500 | -$1,464,739 | BIL, SPSB, SPTS, SPYG, GLDM | Restatement | 29 Jul 2022, 17:04 |
| Q4 2019 | 48 | $121,340,000 | +$6,511,162 | -$1,286,289 | +$5,224,873 | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 14 Jan 2020, 15:10 |
| Q3 2019 | 45 | $111,089,000 | +$20,230,021 | -$17,776,932 | +$2,453,089 | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 03 Oct 2019, 13:32 |
| Q2 2019 | 40 | $109,247,000 | +$20,804,079 | -$17,226,429 | +$3,577,650 | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 05 Jul 2019, 17:58 |
| Q1 2019 | 37 | $103,497,000 | +$18,351,393 | -$13,909,770 | +$4,441,623 | BIL, SPSB, SPYG, SPYV, SPTS | 13F-HR | 02 Apr 2019, 19:29 |
| Q4 2018 | 37 | $92,148,000 | $0 | $0 | $0 | SPSB, SPTS, BIL, SPIB, SPYG | 13F-HR | 05 Feb 2019, 14:35 |