13F Filings History of TSG Advice Partners, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$655,091,386
Signature - Title
Isao Shoji - Managing Partner / CCO
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by TSG Advice Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TSG Advice Partners, LLC reported 116 stock holdings with total value $655,091,386 as of Q4 2025. Top holdings included VOO, SPY, MDY, BND, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 116 $655,091,386 $0 $0 $0 VOO, SPY, MDY, BND, IVW 13F-HR 13 Feb 2026, 17:51