TSG Advice Partners, LLC
CIK 0002111347 · COLUMBUS, OH · Quarter end: 2026-03-31 · Filed on: 2026-04-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$667.4M
2026 Q1
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.9%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
VOO
VANGUARD INDEX FDS
10.3%
BND
VANGUARD BD INDEX FDS
10.0%
SCHG
SCHWAB STRATEGIC TR
7.1%
SPY
STATE STR SPDR S&P 500 ETF T
6.1%
SPDW
SPDR INDEX SHS FDS
5.7%
SPYM
SPDR SERIES TRUST
5.6%
VT
VANGUARD INTL EQUITY INDEX F
4.7%
SCHV
SCHWAB STRATEGIC TR
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.