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TSG Advice Partners

Latest statistics and disclosures from TSG Advice Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111347

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Positions held by TSG Advice Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for TSG Advice Partners

TSG Advice Partners holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.3	$69M	115k	597.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.0	$67M	906k	73.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.1	$48M	1.6M	29.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.1	$41M	62k	650.34	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	5.7	$38M	829k	45.65	View chart
Spdr Series Trust State Street Spd (SPYM)	5.6	$37M	485k	76.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.7	$32M	228k	138.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.6	$31M	1.0M	30.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$30M	562k	54.05	View chart
Spdr Series Trust State Street Spd (SPSM)	4.3	$29M	600k	48.32	View chart
Spdr Series Trust State Street Spd (SPMD)	4.2	$28M	476k	59.22	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	3.3	$22M	35k	616.77	View chart
Apple (AAPL)	2.5	$17M	67k	253.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$12M	144k	82.75	View chart
Spdr Series Trust State Street Spd (SPHY)	1.8	$12M	504k	23.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$10M	91k	113.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$9.6M	39k	248.00	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.2	$8.2M	336k	24.29	View chart
NVIDIA Corporation (NVDA)	1.1	$7.3M	42k	174.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$6.8M	90k	75.19	View chart
Amazon (AMZN)	0.9	$6.2M	30k	208.27	View chart
Microsoft Corporation (MSFT)	0.9	$5.9M	16k	370.17	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.9	$5.8M	186k	31.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$5.3M	19k	286.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$5.1M	69k	73.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$4.0M	33k	124.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.7M	13k	287.56	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.1M	11k	294.16	View chart
Meta Platforms Cl A (META)	0.5	$3.1M	5.3k	572.13	View chart
Eli Lilly & Co. (LLY)	0.4	$3.0M	3.2k	919.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.8M	29k	97.13	View chart
Visa Com Cl A (V)	0.4	$2.5M	8.1k	302.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.9M	37k	49.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.7M	3.6k	479.23	View chart
McDonald's Corporation (MCD)	0.3	$1.7M	5.4k	310.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.7M	17k	97.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.7M	2.9k	577.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.6M	16k	106.15	View chart
Tesla Motors (TSLA)	0.2	$1.6M	4.4k	371.75	View chart
Netflix (NFLX)	0.2	$1.6M	17k	96.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.3M	14k	91.37	View chart
Abbvie (ABBV)	0.2	$1.3M	5.8k	217.48	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	10k	124.28	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$1.2M	13k	97.91	View chart
Broadcom (AVGO)	0.2	$1.2M	3.9k	309.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.2M	12k	99.27	View chart
Home Depot (HD)	0.2	$1.1M	3.5k	328.89	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	4.5k	244.42	View chart
Abbott Laboratories (ABT)	0.2	$1.1M	10k	102.67	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	1.1k	996.68	View chart
International Business Machines (IBM)	0.1	$993k	4.1k	242.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$965k	39k	24.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$922k	5.4k	169.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$895k	3.8k	237.61	View chart
Goldman Sachs (GS)	0.1	$866k	1.0k	846.08	View chart
Oracle Corporation (ORCL)	0.1	$865k	5.9k	147.11	View chart
Gilead Sciences (GILD)	0.1	$856k	6.1k	139.37	View chart
Pfizer (PFE)	0.1	$832k	30k	28.08	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$790k	34k	22.98	View chart
Palo Alto Networks (PANW)	0.1	$785k	4.9k	160.32	View chart
Procter & Gamble Company (PG)	0.1	$754k	5.2k	144.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$748k	3.9k	191.93	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$735k	16k	46.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$730k	1.5k	499.67	View chart
Metropcs Communications (TMUS)	0.1	$722k	3.4k	210.03	View chart
Pepsi (PEP)	0.1	$717k	4.6k	155.27	View chart
Philip Morris International (PM)	0.1	$703k	4.2k	165.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$651k	3.4k	192.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$639k	5.7k	112.11	View chart
CVS Caremark Corporation (CVS)	0.1	$616k	8.6k	71.82	View chart
Merck & Co (MRK)	0.1	$609k	5.1k	120.30	View chart
Chevron Corporation (CVX)	0.1	$594k	2.9k	206.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$591k	14k	42.50	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$567k	1.4k	391.69	View chart
Applied Materials (AMAT)	0.1	$565k	1.7k	341.73	View chart
Eaton Corp SHS (ETN)	0.1	$553k	1.5k	357.60	View chart
Cisco Systems (CSCO)	0.1	$549k	7.1k	77.59	View chart
Allegro Microsystems Ord (ALGM)	0.1	$542k	17k	31.53	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$512k	7.8k	65.69	View chart
Morgan Stanley Com New (MS)	0.1	$493k	3.0k	164.60	View chart
United Parcel Svcs CL B (UPS)	0.1	$484k	4.9k	98.39	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$465k	1.2k	390.41	View chart
Johnson Controls Internation SHS (JCI)	0.1	$447k	3.4k	130.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$446k	683.00	653.44	View chart
Lam Research Corp Com New (LRCX)	0.1	$446k	2.1k	213.66	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$438k	9.3k	46.91	View chart
Linde SHS (LIN)	0.1	$422k	851.00	495.50	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$420k	2.6k	161.70	View chart
Verizon Communications (VZ)	0.1	$420k	8.4k	50.20	View chart
Waste Management (WM)	0.1	$418k	1.8k	229.81	View chart
Advanced Micro Devices (AMD)	0.1	$411k	2.0k	203.47	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$404k	18k	21.95	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$401k	6.5k	61.64	View chart
Wells Fargo & Company (WFC)	0.1	$391k	4.9k	79.61	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$384k	8.5k	45.06	View chart
Coca-Cola Company (KO)	0.1	$380k	5.0k	76.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$375k	12k	30.96	View chart
Ge Aerospace Com New (GE)	0.1	$369k	1.3k	283.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$368k	2.5k	146.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$367k	1.7k	211.09	View chart
Bank of America Corporation (BAC)	0.1	$366k	7.5k	48.75	View chart
Micron Technology (MU)	0.1	$355k	1.1k	337.73	View chart
At&t (T)	0.1	$352k	12k	28.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$341k	1.7k	196.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$336k	1.0k	320.84	View chart
Walt Disney Company (DIS)	0.0	$332k	3.4k	96.38	View chart
Lowe's Companies (LOW)	0.0	$324k	1.4k	236.25	View chart
Bristol Myers Squibb (BMY)	0.0	$315k	5.2k	60.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$311k	4.9k	64.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$300k	3.1k	96.70	View chart
Caterpillar (CAT)	0.0	$299k	421.00	709.12	View chart
Starbucks Corporation (SBUX)	0.0	$294k	3.3k	89.58	View chart
United Bankshares (UBSI)	0.0	$290k	7.0k	41.42	View chart
Honeywell International (HON)	0.0	$289k	1.3k	225.96	View chart
Tractor Supply Company (TSCO)	0.0	$284k	6.3k	45.30	View chart
Ge Vernova (GEV)	0.0	$278k	318.00	874.00	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$271k	11k	24.80	View chart
Kimberly-Clark Corporation (KMB)	0.0	$268k	2.8k	96.46	View chart
Lockheed Martin Corporation (LMT)	0.0	$256k	424.00	603.71	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$256k	7.1k	36.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$254k	2.3k	110.34	View chart
salesforce (CRM)	0.0	$251k	1.3k	186.66	View chart
Amgen (AMGN)	0.0	$250k	709.00	352.06	View chart
American Express Company (AXP)	0.0	$233k	772.00	302.39	View chart
Nextera Energy (NEE)	0.0	$232k	2.5k	92.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$230k	1.6k	142.45	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$229k	1.9k	121.18	View chart
Huntington Ingalls Inds (HII)	0.0	$226k	595.00	379.74	View chart
Intel Corporation (INTC)	0.0	$224k	5.1k	44.13	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$224k	4.5k	50.14	View chart
Qualcomm (QCOM)	0.0	$218k	1.7k	128.77	View chart
Duke Energy Corp Com New (DUK)	0.0	$214k	1.6k	130.98	View chart
Charles Schwab Corporation (SCHW)	0.0	$207k	2.2k	93.97	View chart
General Dynamics Corporation (GD)	0.0	$203k	591.00	343.22	View chart
Solid Power Class A Com (SLDP)	0.0	$30k	10k	3.00	View chart

Past Filings by TSG Advice Partners

SEC 13F filings are viewable for TSG Advice Partners going back to 2026

TSG Advice Partners 2026 Q1 filed April 24, 2026

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