Holdings
TPG Financial Advisors, LLC
As of Jun 30, 2026, TPG Financial Advisors, LLC reported 24 positions worth US$17M. Largest: Apple Inc, Nu Holdings Ltd. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 20,547 | US$5.95M | −3,467 | Jun 30, 2026 |
| Nu Holdings Ltd. | 80,832 | US$1.08M | +28 | Jun 30, 2026 |
| Nvidia Corporation | 5,146 | US$1.03M | +12 | Jun 30, 2026 |
| Microsoft Corp. | 2,468 | US$921K | +5 | Jun 30, 2026 |
| Tesla, Inc. | 2,114 | US$889K | −28 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,402 | US$858K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 3,121 | US$744K | +47 | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 2,582 | US$578K | +45 | Jun 30, 2026 |
| Meta Platforms, Inc. | 786 | US$443K | −2 | Jun 30, 2026 |
| Nike, Inc. | 10,329 | US$424K | +185 | Jun 30, 2026 |