TPG Financial Advisors, LLC reported 81 holdings worth US$335M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
TPG Financial Advisors, LLC reported 81 holdings worth US$335M as of Jun 30, 2026. Largest: Apple Inc, Nu Holdings Ltd. and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 81
- Value as reported
- US$335M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 20,547 | US$5.95M | 1.8% |
| Nu Holdings Ltd. | 80,832 | US$1.08M | 0.32% |
| Nvidia Corporation | 5,146 | US$1.03M | 0.31% |
| Microsoft Corp. | 2,468 | US$921K | 0.27% |
| Tesla, Inc. | 2,114 | US$889K | 0.27% |
| Alphabet Inc (google) Class C | 2,402 | US$858K | 0.26% |
| Amazon.com, Inc. | 3,121 | US$744K | 0.22% |
| Automatic Data Processing, Inc. | 2,582 | US$578K | 0.17% |
| Meta Platforms, Inc. | 786 | US$443K | 0.13% |
| Nike, Inc. | 10,329 | US$424K | 0.13% |
| Texas Instruments Incorporated | 1,386 | US$413K | 0.12% |
| Broadcom Inc. | 1,065 | US$402K | 0.12% |
| Home Depot, Inc. (the) | 1,036 | US$365K | 0.11% |
| Micron Technology, Inc. | 314 | US$362K | 0.11% |
| Jp Morgan Chase & Co. | 1,062 | US$348K | 0.10% |
| Kla Corporation | 1,029 | US$310K | 0.09% |
| Costco Wholesale Corporation | 328 | US$307K | 0.09% |
| Eli Lilly And Company | 234 | US$281K | 0.08% |
| Citigroup, Inc. | 1,748 | US$245K | 0.07% |
| Philip Morris International Inc | 1,326 | US$240K | 0.07% |
| Everus Construction Group, Inc. | 1,328 | US$220K | 0.07% |
| Berkshire Hathaway Inc. | 431 | US$216K | 0.06% |
| Chevron Corporation | 1,296 | US$215K | 0.06% |
| Advanced Micro Devices Inc | 345 | US$200K | 0.06% |