TPG Financial Advisors, LLC

Q3 2025 vs. Q4 2025 13F Holdings

Period
Q3 2025
Q4 2025
Holdings as of
9/30/2025
12/31/2025
Value ($000)
$268,496
$299,571
Num holdings
66
76
Form type
13F-HR
13F-HR
Date filed
11/12/2025
2/6/2026
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2025 Q4 2025 Diff Chg % Q3 2025 Q4 2025 Diff Chg %