TPG Financial Advisors, LLC

PORTLAND, OR · CIK 1706669 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$2.2bn
Staff21 · 13 in investment roles
Main clients (by assets)Pension plans 59%, High net worth individuals 29%, Individuals 12%
Websitethepartnersgroup.com
Form ADV · 2026-03-26SEC adviser record

Kindinstitutions
Others nearbyPortland, OR

$334.8m reported value +8.9% vs Q1 2026

81positions

55.4%in top 10

10 new 30 added 30 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 7-10 YR TRSY BD IEF	IEF	359,592	$34.0m10.16%	10.16%	Added +102.7k	+102,688 40.0%
2	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	526,755	$24.3m7.24%	7.24%	Added +7.4k	+7,369 1.4%
3	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	387,813	$23.6m7.04%	7.04%	Added +10.0k	+9,954 2.6%
4	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	361,261	$20.8m6.22%	6.22%	Added +28.6k	+28,572 8.6%
5	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	143,799	$17.1m5.11%	5.11%	Added +3.5k	+3,530 2.5%
6	DOUBLELINE ETF TRUST MORTGAGE ETF DMBS	DMBS	320,754	$15.7m4.70%	4.70%	Added +12.5k	+12,492 4.0%
7	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	222,569	$15.0m4.49%	4.49%	Added +1.7k	+1,686 0.8%
8	ISHARES TR 3 7 YR TREAS BD IEI	IEI	100,695	$11.8m3.53%	3.53%	Added +31.8k	+31,840 46.2%
9	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	230,984	$11.6m3.48%	3.48%	Reduced -4.6k	-4,565 -1.9%
10	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	218,163	$11.6m3.46%	3.46%	Added +10.2k	+10,241 4.9%
11	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	400,617	$11.4m3.40%	3.40%	Reduced -2.9k	-2,938 -0.7%
12	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	198,043	$10.3m3.06%	3.06%	Reduced -33.8k	-33,837 -14.6%
13	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	197,305	$10.0m2.98%	2.98%	Reduced -51.1k	-51,082 -20.6%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	42,249	$9.2m2.75%	2.75%	Reduced -1.6k	-1,626 -3.7%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	67,215	$8.3m2.49%	2.49%	Added +851	+851 1.3%
16	ISHARES TR CRE U S REIT ETF USRT	USRT	123,227	$8.2m2.45%	2.45%	Added +4.6k	+4,618 3.9%
17	ISHARES TR RUS 1000 VAL ETF IWD	IWD	32,922	$8.0m2.38%	2.38%	Added +671	+671 2.1%
18	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	250,932	$8.0m2.38%	2.38%	New
19	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	77,541	$6.7m1.99%	1.99%	Added +1.9k	+1,941 2.6%
20	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	229,744	$6.7m1.99%	1.99%	Added +18.0k	+18,024 8.5%
21	APPLE INC COM AAPL	AAPL	20,547	$5.9m1.78%	1.78%	Reduced -3.5k	-3,467 -14.4%
22	VANGUARD INDEX FDS MID CAP ETF VO	VO	69,325	$5.6m1.67%	1.67%	Reduced -287	-287 -0.4%
23	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	92,341	$4.7m1.39%	1.39%	Unchanged
24	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	77,167	$4.6m1.38%	1.38%	Reduced -2.5k	-2,541 -3.2%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	57,539	$4.1m1.22%	1.22%	Reduced -884	-884 -1.5%
26	FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US FDT	FDT	41,866	$4.0m1.18%	1.18%	Reduced -13.7k	-13,729 -24.7%
27	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	36,226	$3.0m0.89%	0.89%	Reduced -1.3k	-1,265 -3.4%
28	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,301	$2.5m0.75%	0.75%	Added +541	+541 7.0%
29	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	29,831	$1.5m0.45%	0.45%	Reduced -6.1k	-6,096 -17.0%
30	ISHARES TR RUS MID CAP ETF IWR	IWR	11,353	$1.3m0.37%	0.37%	Reduced -246	-246 -2.1%
31	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,077	$1.2m0.37%	0.37%	Reduced -75	-75 -1.8%
32	NU HLDGS LTD ORD SHS CL A NU	NU	80,832	$1.1m0.32%	0.32%	Added +28	+28 0.0%
33	NVIDIA CORPORATION COM NVDA	NVDA	5,146	$1.0m0.31%	0.31%	Added +12	+12 0.2%
34	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	7,397	$978.2k0.29%	0.29%	Added +728	+728 10.9%
35	ISHARES INC MSCI EURZONE ETF EZU	EZU	13,376	$929.6k0.28%	0.28%	Added +3.4k	+3,377 33.8%
36	MICROSOFT CORP COM MSFT	MSFT	2,468	$920.6k0.27%	0.27%	Added +5	+5 0.2%
37	TESLA INC COM TSLA	TSLA	2,114	$889.1k0.27%	0.27%	Reduced -28	-28 -1.3%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,402	$858.4k0.26%	0.26%	Unchanged
39	ISHARES TR CORE S&P500 ETF IVV	IVV	1,123	$841.0k0.25%	0.25%	Unchanged
40	ISHARES TR MSCI EMG MKT ETF EEM	EEM	11,105	$759.7k0.23%	0.23%	Reduced -35	-35 -0.3%
41	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	12,998	$756.5k0.23%	0.23%	Reduced -763	-763 -5.5%
42	AMAZON COM INC COM AMZN	AMZN	3,121	$743.9k0.22%	0.22%	Added +47	+47 1.5%
43	ISHARES INC CORE MSCI EMKT IEMG	IEMG	8,039	$666.0k0.20%	0.20%	Reduced -2.7k	-2,673 -24.9%
44	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	7,099	$581.7k0.17%	0.17%	Reduced -847	-847 -10.7%
45	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	10,547	$580.2k0.17%	0.17%	Reduced -1.0k	-1,048 -9.0%
46	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,582	$578.2k0.17%	0.17%	Added +45	+45 1.8%
47	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	6,165	$575.0k0.17%	0.17%	Added +1.3k	+1,273 26.0%
48	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,862	$559.4k0.17%	0.17%	Unchanged
49	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,236	$505.7k0.15%	0.15%	Reduced -28	-28 -0.5%
50	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	668	$498.8k0.15%	0.15%	Reduced -67	-67 -9.1%
51	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	5,575	$489.9k0.15%	0.15%	Unchanged
52	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	490	$472.9k0.14%	0.14%	New
53	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	2,241	$442.9k0.13%	0.13%	Reduced -13	-13 -0.6%
54	META PLATFORMS INC CL A META	META	786	$442.7k0.13%	0.13%	Reduced -2	-2 -0.2%
55	NIKE INC CL B NKE	NKE	10,329	$424.0k0.13%	0.13%	Added +185	+185 1.8%
56	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	9,961	$422.4k0.13%	0.13%	Reduced -243	-243 -2.4%
57	TEXAS INSTRS INC COM TXN	TXN	1,386	$413.1k0.12%	0.12%	Reduced -3	-3 -0.2%
58	BROADCOM INC COM AVGO	AVGO	1,065	$402.3k0.12%	0.12%	Reduced -1	-1 -0.1%
59	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	501	$368.9k0.11%	0.11%	Unchanged
60	HOME DEPOT INC COM HD	HD	1,036	$365.4k0.11%	0.11%	Added +2	+2 0.2%
61	MICRON TECHNOLOGY INC COM MU	MU	314	$362.4k0.11%	0.11%	New
62	JPMORGAN CHASE & CO COM JPM	JPM	1,062	$347.6k0.10%	0.10%	Unchanged
63	ISHARES TR BROAD USD HIGH USHY	USHY	9,263	$342.9k0.10%	0.10%	New
64	KLA CORP COM NEW KLAC	KLAC	1,029	$310.5k0.09%	0.09%	New
65	COSTCO WHSL CORP NEW COM COST	COST	328	$307.0k0.09%	0.09%	Unchanged
66	ISHARES INC MSCI CDA ETF EWC	EWC	5,072	$292.4k0.09%	0.09%	Added +1.1k	+1,095 27.5%
67	ISHARES TR MSCI UK ETF NEW EWU	EWU	6,117	$282.2k0.08%	0.08%	Added +1.1k	+1,144 23.0%
68	ELI LILLY & CO COM LLY	LLY	234	$280.7k0.08%	0.08%	Unchanged
69	ISHARES TR MODERT ALLOC ETF AOM	AOM	5,525	$275.6k0.08%	0.08%	Added +201	+201 3.8%
70	ISHARES TR ESG SELECT SCRE XJH	XJH	5,088	$265.3k0.08%	0.08%	Reduced -265	-265 -5.0%
71	ISHARES TR ESG AWARE MSCI ESML	ESML	4,738	$265.0k0.08%	0.08%	New
72	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	694	$253.7k0.08%	0.08%	Reduced -16	-16 -2.2%
73	ISHARES INC MSCI PAC JP ETF EPP	EPP	4,655	$247.9k0.07%	0.07%	Added +714	+714 18.1%
74	CITIGROUP INC COM NEW C	C	1,748	$244.7k0.07%	0.07%	New
75	PHILIP MORRIS INTL INC COM PM	PM	1,326	$239.9k0.07%	0.07%	Unchanged
76	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	2,169	$223.0k0.07%	0.07%	Reduced -34	-34 -1.5%
77	EVERUS CONSTR GROUP COM ECG	ECG	1,328	$220.4k0.07%	0.07%	New
78	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,473	$218.5k0.07%	0.07%	New
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	431	$215.7k0.06%	0.06%	Added +2	+2 0.5%
80	CHEVRON CORP NEW COM CVX	CVX	1,296	$214.8k0.06%	0.06%	Unchanged
81	ADVANCED MICRO DEVICES INC COM AMD	AMD	345	$200.4k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD MALVERN FDS VTIP	VTIP	151,881	$7.6m151.9k shares
GLOBAL X FDS BOTZ	BOTZ	218,473	$7.3m218.5k shares
SPDR SER TR BIL	BIL	8,749	$801.8k8.7k shares
ISHARES INC ESGE	ESGE	4,705	$213.9k4.7k shares
SPDR SER TR ESIX	ESIX	6,690	$212.3k6.7k shares