Portfolio (Quarterly) Guide ↗

TPG Financial Advisors, LLC

· CIK 0001706669

13F Portfolio $300M AUM 76 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 12 New 41 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TT	TRANE TECHNOLOGIES PLC	Industrials	499	$211K	0.08%	SOLD
2	—	ZYMEWORKS INC	—	10,017	$171K	0.06%	SOLD

Sector Allocation

Technology 51.8%

Financial Services 16.8%

Consumer Cyclical 15.3%

Communication Services 7.2%

Industrials 3.5%

Consumer Defensive 3.0%

Healthcare 1.2%

Energy 1.1%