StockDriftsStockDriftsTop 50 TSG Advice Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.26% | 114.6K | $68.5M | -70.99%(-280.44K) | $619.76(+10.11%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.99% | 905.6K | $66.7M | +27.77%(+196.84K) | $74.14(-1.30%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.12% | 1.63M | $47.5M | new | $30.87(+11.16%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.07% | 62.3K | $40.5M | -44.82%(-50.60K) | $674.05(+10.13%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.67% | 828.7K | $37.8M | new | $45.01(+11.68%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.56% | 485.2K | $37.1M | +7441.19%(+478.77K) | $78.39(+11.45%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.73% | 228.0K | $31.5M | +4853.53%(+223.41K) | $139.68(+11.25%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.63% | 1.01M | $30.9M | new | $30.06(+9.27%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.55% | 562.2K | $30.4M | new | $53.90(+11.20%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.34% | 599.8K | $29.0M | +4230.18%(+585.92K) | $47.57(+10.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.06% |
| Top 20 Holdings Unweighted | — | — | — | — | -6.80% |
TSG Advice Partners, LLC reports $667.39M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.3%), BND (10.0%) and SCHG (7.1%). The top 20 holdings account for 82.79% of reported assets. Its disclosed equity book has returned -4.06% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TSG Advice Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111347). View TSG Advice Partners, LLC’s 13F filings on SEC