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Value $
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$230M
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Signature - Title
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Carrie Maerz - CCO
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Location
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Portland, OR
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Summary
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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.