TPG Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 13, 2025
Value $
$230M
Signature - Title
Carrie Maerz - CCO
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by TPG Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TPG Financial Advisors, LLC reported 62 stock holdings with total value $230M as of Q4 2024. Top holdings included JPIE, IGIB, SPYV, SPTI, and IEF.
Holdings Value