TPG Financial Advisors, LLC

13F filer · CIK 0001706669

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$335MU.S. long equity reported on 13F

Positions326 new · 0 closed

Net flow last quarter+$400KBuys minus sells

Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202632 positions
SPMDSupermedia Inc.	$15M	4.49%	Not reported	+0.8%	Q1 2019
USRTEnigma-Bulwark, Ltd.	$8.19M	2.45%	Not reported	+3.9%	Q1 2019
SPTSSports Media Inc	$6.66M	1.99%	Not reported	+8.5%	Q1 2019
AAPLApple Inc.	$5.95M	1.78%	0.00%	-14.4%	Q4 2019
FDTFederal Trust Corp	$3.96M	1.18%	Not reported	-24.7%	Q3 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.25M	0.37%	Not reported	-1.8%	Q1 2019
NUNu Holdings Ltd.	$1.08M	0.32%	Not reported	0.0%	Q3 2022
NVDANvidia Corp	$1.03M	0.31%	0.00%	+0.2%	Q2 2024
MSFTMicrosoft Corp	$921K	0.27%	0.00%	+0.2%	Q2 2019
TSLATesla, Inc.	$889K	0.27%	0.00%	-1.3%	Q3 2024
GOOGLAlphabet Inc.	$858K	0.26%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$744K	0.22%	0.00%	+1.5%	Q2 2019
ADPAutomatic Data Processing Inc	$578K	0.17%	0.00%	+1.8%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$499K	0.15%	Not reported	-9.1%	Q1 2019
STXSeagate Technology Holdings plc	$473K	0.14%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$443K	0.13%	Not reported	-0.3%	Q2 2024
NKENIKE, Inc.	$424K	0.13%	0.00%	+1.8%	Q3 2019
TXNTexas Instruments Inc	$413K	0.12%	0.00%	-0.2%	Q2 2025
AVGOBroadcom Inc.	$402K	0.12%	0.00%	-0.1%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$369K	0.11%	Not reported	Not reported	Q4 2025
HDHome Depot, Inc.	$365K	0.11%	0.00%	+0.2%	Q2 2024
MUMicron Technology Inc	$362K	0.11%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$348K	0.10%	0.00%	Not reported	Q2 2019
KLACKla Corp	$310K	0.09%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$307K	0.09%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$281K	0.08%	0.00%	Not reported	Q4 2025
CCitigroup Inc	$245K	0.07%	0.00%	Not reported	Q4 2025
PMPhilip Morris International Inc.	$240K	0.07%	0.00%	Not reported	Q1 2025
ECGEverus Construction Group, Inc.	$220K	0.07%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$216K	0.06%	Not reported	+0.5%	Q3 2024
CVXChevron Corp	$215K	0.06%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$200K	0.06%	0.00%	New	Q2 2026
Q1 2026Reported May 8, 202626 positions
SPMDSupermedia Inc.	$13.1M	4.25%	Not reported	+7.2%	Q1 2019
USRTEnigma-Bulwark, Ltd.	$7.02M	2.28%	Not reported	+4.0%	Q1 2019
SPTSSports Media Inc	$6.18M	2.01%	Not reported	+5.5%	Q1 2019
AAPLApple Inc.	$6.09M	1.98%	0.00%	-4.5%	Q4 2019
FDTFederal Trust Corp	$4.83M	1.57%	Not reported	-3.8%	Q3 2022
NUNu Holdings Ltd.	$1.16M	0.38%	Not reported	0.0%	Q3 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.07M	0.35%	Not reported	-16.4%	Q1 2019
MSFTMicrosoft Corp	$912K	0.30%	0.00%	-4.5%	Q2 2019
NVDANvidia Corp	$895K	0.29%	0.00%	-3.2%	Q2 2024
TSLATesla, Inc.	$796K	0.26%	0.00%	-2.7%	Q3 2024
GOOGLAlphabet Inc.	$691K	0.22%	0.00%	-8.3%	Q2 2024
AMZNAmazon Com Inc	$640K	0.21%	0.00%	-4.7%	Q2 2019
NKENIKE, Inc.	$536K	0.17%	0.00%	+4.5%	Q3 2019
ADPAutomatic Data Processing Inc	$515K	0.17%	0.00%	-0.2%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$478K	0.16%	Not reported	+10.9%	Q1 2019
METAMeta Platforms, Inc.	$451K	0.15%	Not reported	-1.0%	Q2 2024
HDHome Depot, Inc.	$340K	0.11%	0.00%	-0.2%	Q2 2024
AVGOBroadcom Inc.	$330K	0.11%	0.00%	+15.9%	Q2 2025
COSTCostco Wholesale Corp	$327K	0.11%	0.00%	-15.0%	Q2 2024
JPMJPMorgan Chase & Co	$312K	0.10%	0.00%	-11.8%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$289K	0.09%	Not reported	Not reported	Q4 2025
TXNTexas Instruments Inc	$270K	0.09%	0.00%	-9.0%	Q2 2025
CVXChevron Corp	$268K	0.09%	0.00%	-7.5%	Q1 2025
PMPhilip Morris International Inc.	$219K	0.07%	0.00%	-8.0%	Q1 2025
LLYELI LILLY & Co	$215K	0.07%	0.00%	+10.4%	Q4 2025
BRK.BBerkshire Hathaway Inc	$206K	0.07%	Not reported	-4.5%	Q3 2024
Q4 2025Reported Feb 6, 202630 positions
SPMDSupermedia Inc.	$11.9M	3.98%	Not reported	+15.3%	Q1 2019
AAPLApple Inc.	$6.83M	2.28%	0.00%	-13.2%	Q4 2019
USRTEnigma-Bulwark, Ltd.	$6.5M	2.17%	Not reported	+10.0%	Q1 2019
SPTSSports Media Inc	$5.88M	1.96%	Not reported	+17.0%	Q1 2019
FDTFederal Trust Corp	$4.59M	1.53%	Not reported	-1.2%	Q3 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.39M	0.46%	Not reported	+6.5%	Q1 2019
NUNu Holdings Ltd.	$1.35M	0.45%	Not reported	-13.4%	Q3 2022
MSFTMicrosoft Corp	$1.25M	0.42%	0.00%	+6.6%	Q2 2019
TSLATesla, Inc.	$990K	0.33%	0.00%	+16.6%	Q3 2024
NVDANvidia Corp	$989K	0.33%	0.00%	+10.4%	Q2 2024
GOOGLAlphabet Inc.	$820K	0.27%	0.00%	+14.5%	Q2 2024
AMZNAmazon Com Inc	$744K	0.25%	0.00%	+9.3%	Q2 2019
ADPAutomatic Data Processing Inc	$654K	0.22%	0.00%	+0.2%	Q1 2019
NKENIKE, Inc.	$619K	0.21%	0.00%	+164.9%	Q3 2019
METAMeta Platforms, Inc.	$525K	0.18%	Not reported	+1.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$452K	0.15%	Not reported	-8.9%	Q1 2019
JPMJPMorgan Chase & Co	$388K	0.13%	0.00%	+9.5%	Q2 2019
HDHome Depot, Inc.	$356K	0.12%	0.00%	-0.7%	Q2 2024
COSTCostco Wholesale Corp	$333K	0.11%	0.00%	+5.2%	Q2 2024
AVGOBroadcom Inc.	$318K	0.11%	0.00%	+4.6%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$308K	0.10%	Not reported	New	Q4 2025
TXNTexas Instruments Inc	$265K	0.09%	0.00%	+2.8%	Q2 2025
PMPhilip Morris International Inc.	$231K	0.08%	0.00%	+11.4%	Q1 2025
LLYELI LILLY & Co	$228K	0.08%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$226K	0.08%	Not reported	+7.9%	Q3 2024
MAMastercard Inc	$217K	0.07%	0.00%	New	Q4 2025
CVXChevron Corp	$214K	0.07%	0.00%	Not reported	Q1 2025
CFGCitizens Financial Group Inc	$205K	0.07%	0.00%	New	Q4 2025
CCitigroup Inc	$204K	0.07%	0.00%	New	Q4 2025
FFord Motor Co	$131K	0.04%	0.00%	New	Q4 2025
Q3 2025Reported Nov 13, 202525 positions
SPMDSupermedia Inc.	$10.2M	3.81%	Not reported	+0.1%	Q1 2019
AAPLApple Inc.	$7.37M	2.75%	0.00%	-1.0%	Q4 2019
USRTEnigma-Bulwark, Ltd.	$6.09M	2.27%	Not reported	-0.5%	Q1 2019
SPTSSports Media Inc	$5.03M	1.87%	Not reported	+10.2%	Q1 2019
FDTFederal Trust Corp	$4.41M	1.64%	Not reported	-0.3%	Q3 2022
NUNu Holdings Ltd.	$1.49M	0.56%	Not reported	-18.8%	Q3 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.37M	0.51%	Not reported	-1.3%	Q1 2019
MSFTMicrosoft Corp	$1.25M	0.47%	0.00%	-2.5%	Q2 2019
NVDANvidia Corp	$896K	0.33%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$840K	0.31%	0.00%	-5.3%	Q3 2024
ADPAutomatic Data Processing Inc	$745K	0.28%	0.00%	Not reported	Q1 2019
AMZNAmazon Com Inc	$648K	0.24%	0.00%	-2.5%	Q2 2019
METAMeta Platforms, Inc.	$574K	0.21%	Not reported	+0.9%	Q2 2024
GOOGLAlphabet Inc.	$556K	0.21%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$485K	0.18%	Not reported	Not reported	Q1 2019
HDHome Depot, Inc.	$423K	0.16%	0.00%	-9.8%	Q2 2024
JPMJPMorgan Chase & Co	$347K	0.13%	0.00%	Not reported	Q2 2019
COSTCostco Wholesale Corp	$340K	0.13%	0.00%	+33.9%	Q2 2024
AVGOBroadcom Inc.	$290K	0.11%	0.00%	-0.3%	Q2 2025
TXNTexas Instruments Inc	$273K	0.10%	0.00%	+40.8%	Q2 2025
NKENIKE, Inc.	$256K	0.10%	0.00%	+4.8%	Q3 2019
TTTrane Technologies plc	$211K	0.08%	0.00%	-5.0%	Q2 2024
PMPhilip Morris International Inc.	$210K	0.08%	0.00%	-2.6%	Q1 2025
BRK.BBerkshire Hathaway Inc	$209K	0.08%	Not reported	Not reported	Q3 2024
ZYMEZymeworks Inc.	$171K	0.06%	0.01%	Not reported	Q2 2024

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