TSG Advice Partners

COLUMBUS, OHfiles as TSG Advice Partners, LLC

$667m in 135 US stocks at the end of 31 March 2026. The top 10 are 62.9% of the money. It changed about 51.0% of the portfolio this quarter.

Value

$667m

Stocks

135

Top 10 share

62.9%

Turnover

51.0%

What changed this quarter

New

Bought for the first time this quarter.

Schwab Strategic TRSCHG
7.1% of the fund
Spdr Index SHS FDSSPDW
5.7% of the fund
Schwab Strategic TRSCHV
4.6% of the fund
Vanguard Intl Equity Index FVWO
4.6% of the fund
Vanguard Scottsdale FDSVCIT
1.8% of the fund
Spdr Series TrustSPHY
1.8% of the fund
Abrdn EtfsBCI
1.2% of the fund
Simplify Exchange Traded FUNHEQT
0.9% of the fund
Invesco Exch Traded FD TR IISPLV
0.8% of the fund
Vanguard Whitehall FDSVWOB
<0.1% of the fund
Johnson Controls InternationalJCI
<0.1% of the fund
LindeLIN
<0.1% of the fund
Spdr Series TrustBWX
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
Bristol-Myers SquibbBMY
<0.1% of the fund
United BanksharesUBSI
<0.1% of the fund
Kimberly-ClarkKMB
<0.1% of the fund
Lockheed MartinLMT
<0.1% of the fund
NextEra EnergyNEE
<0.1% of the fund
IntelINTC
<0.1% of the fund
Vaneck ETF TrustHYD
<0.1% of the fund
Duke EnergyDUK
<0.1% of the fund
General DynamicsGD
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBND
10.0% of the fund
+28%
Spdr Series TrustSPYM
5.6% of the fund
+7441%
Vanguard Intl Equity Index FVT
4.7% of the fund
+4854%
Spdr Series TrustSPSM
4.3% of the fund
+4230%
Spdr Series TrustSPMD
4.2% of the fund
+2502%
AppleAAPL
2.5% of the fund
+3%
NvidiaNVDA
1.1% of the fund
+2%
Invesco Exchange Traded FD TSPHQ
1.0% of the fund
+440%
Amazon.comAMZN
0.9% of the fund
+7%
MicrosoftMSFT
0.9% of the fund
+3%
AlphabetGOOG
0.8% of the fund
+4%
AlphabetGOOGL
0.6% of the fund
+4%
Meta PlatformsMETA
0.5% of the fund
+4%
Berkshire HathawayBRK-B
0.3% of the fund
+32%
TeslaTSLA
0.2% of the fund
+33%
NetflixNFLX
0.2% of the fund
+9%
AbbVieABBV
0.2% of the fund
+109%
WalmartWMT
0.2% of the fund
+3%
BroadcomAVGO
0.2% of the fund
+6%
Abbott LaboratoriesABT
0.2% of the fund
+28%
Costco WholesaleCOST
0.2% of the fund
+10%
ExxonMobil HoldingsXOM
0.1% of the fund
+16%
Gilead SciencesGILD
0.1% of the fund
+275%
PfizerPFE
0.1% of the fund
+17%
Global X FDSAIQ
0.1% of the fund
+5%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
10.3% of the fund
-71%
State STR Spdr S&P 500 ETF TSPY
6.1% of the fund
-45%
State STR Spdr S&P Midcap 40MDY
3.3% of the fund
-66%
Ishares TRIVW
1.5% of the fund
-74%
Ishares TRIWM
1.4% of the fund
-75%
Ishares TRIJR
0.6% of the fund
-3%
Ishares TRIWR
0.3% of the fund
-13%
Invesco QQQ TRQQQ
0.3% of the fund
-44%
Ishares TRAGG
0.2% of the fund
-18%
Home DepotHD
0.2% of the fund
-6%
International Business MachinesIBM
0.1% of the fund
-9%
Invesco Exch Traded FD TR IIQQQM
0.1% of the fund
-71%
Invesco Exch Traded FD TR IIPZA
0.1% of the fund
-4%
Invesco Exchange Traded FD TRSP
0.1% of the fund
-3%
CrowdStrike HoldingsCRWD
<0.1% of the fund
-3%
Ishares TRIYH
<0.1% of the fund
-4%
Vanguard Index FDSVTV
<0.1% of the fund
-3%
Honeywell InternationalHON
<0.1% of the fund
-8%
Tractor SupplyTSCO
<0.1% of the fund
-4%
American ExpressAXP
<0.1% of the fund
-6%
QualcommQCOM
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

Invesco Actively Managed EXCGTO
-100%
NikeNKE
-100%
UnitedHealth GroupUNH
-100%
BallBALL
-100%

Holdings

Vanguard Index FDSVOO
Share
10.3%
Value
$68m
Shares
114,619
-71%
Vanguard BD Index FDSBND
Share
10.0%
Value
$67m
Shares
905,636
+28%
Schwab Strategic TRSCHG
Share
7.1%
Value
$48m
Shares
1,631,361
New
State STR Spdr S&P 500 ETF TSPY
Share
6.1%
Value
$41m
Shares
62,301
-45%
Spdr Index SHS FDSSPDW
Share
5.7%
Value
$38m
Shares
828,748
New
Spdr Series TrustSPYM
Share
5.6%
Value
$37m
Shares
485,200
+7441%
Vanguard Intl Equity Index FVT
Share
4.7%
Value
$32m
Shares
228,011
+4854%
Schwab Strategic TRSCHV
Share
4.6%
Value
$31m
Shares
1,012,162
New
Vanguard Intl Equity Index FVWO
Share
4.6%
Value
$30m
Shares
562,182
New
Spdr Series TrustSPSM
Share
4.3%
Value
$29m
Shares
599,773
+4230%
Spdr Series TrustSPMD
Share
4.2%
Value
$28m
Shares
476,138
+2502%
State STR Spdr S&P Midcap 40MDY
Share
3.3%
Value
$22m
Shares
35,383
-66%
AppleAAPL
Share
2.5%
Value
$17m
Shares
66,812
+3%
Vanguard Scottsdale FDSVCIT
Share
1.8%
Value
$12m
Shares
143,627
New
Spdr Series TrustSPHY
Share
1.8%
Value
$12m
Shares
503,965
New
Ishares TRIVW
Share
1.5%
Value
$10m
Shares
90,641
-74%
Ishares TRIWM
Share
1.4%
Value
$10m
Shares
38,816
-75%
Abrdn EtfsBCI
Share
1.2%
Value
$8m
Shares
336,363
New
NvidiaNVDA
Share
1.1%
Value
$7m
Shares
41,599
+2%
Invesco Exchange Traded FD TSPHQ
Share
1.0%
Value
$7m
Shares
89,803
+440%
Amazon.comAMZN
Share
0.9%
Value
$6m
Shares
29,906
+7%
MicrosoftMSFT
Share
0.9%
Value
$6m
Shares
15,956
+3%
Simplify Exchange Traded FUNHEQT
Share
0.9%
Value
$6m
Shares
185,666
New
AlphabetGOOG
Share
0.8%
Value
$5m
Shares
18,481
+4%
Invesco Exch Traded FD TR IISPLV
Share
0.8%
Value
$5m
Shares
69,436
New
Ishares TRIJR
Share
0.6%
Value
$4m
Shares
32,472
-3%
AlphabetGOOGL
Share
0.6%
Value
$4m
Shares
12,855
+4%
JPMorgan ChaseJPM
Share
0.5%
Value
$3m
Shares
10,563
Held
Meta PlatformsMETA
Share
0.5%
Value
$3m
Shares
5,336
+4%
Eli LillyLLY
Share
0.4%
Value
$3m
Shares
3,248
Held
Ishares TREFA
Share
0.4%
Value
$3m
Shares
29,188
Held
VisaV
Share
0.4%
Value
$2m
Shares
8,132
Held
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$2m
Shares
37,372
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$2m
Shares
3,614
+32%
McDonald'sMCD
Share
0.3%
Value
$2m
Shares
5,408
Held
Ishares TRIWR
Share
0.3%
Value
$2m
Shares
17,259
-13%
Invesco QQQ TRQQQ
Share
0.3%
Value
$2m
Shares
2,892
-44%
Ishares TRMUB
Share
0.2%
Value
$2m
Shares
15,513
Held
TeslaTSLA
Share
0.2%
Value
$2m
Shares
4,353
+33%
NetflixNFLX
Share
0.2%
Value
$2m
Shares
16,650
+9%
Ishares TREFAV
Share
0.2%
Value
$1m
Shares
14,135
Held
AbbVieABBV
Share
0.2%
Value
$1m
Shares
5,826
+109%
WalmartWMT
Share
0.2%
Value
$1m
Shares
10,060
+3%
Spdr Series TrustSPYG
Share
0.2%
Value
$1m
Shares
12,450
Held
BroadcomAVGO
Share
0.2%
Value
$1m
Shares
3,891
+6%
Ishares TRAGG
Share
0.2%
Value
$1m
Shares
11,872
-18%
Home DepotHD
Share
0.2%
Value
$1m
Shares
3,465
-6%
Johnson & JohnsonJNJ
Share
0.2%
Value
$1m
Shares
4,479
Held
Abbott LaboratoriesABT
Share
0.2%
Value
$1m
Shares
10,439
+28%
Costco WholesaleCOST
Share
0.2%
Value
$1m
Shares
1,052
+10%
International Business MachinesIBM
Share
0.1%
Value
$993,052
Shares
4,097
-9%
Schwab Strategic TRSCHF
Share
0.1%
Value
$964,948
Shares
38,988
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$921,952
Shares
5,434
+16%
Invesco Exch Traded FD TR IIQQQM
Share
0.1%
Value
$895,325
Shares
3,768
-71%
Goldman Sachs GroupGS
Share
0.1%
Value
$866,385
Shares
1,024
Held
OracleORCL
Share
0.1%
Value
$865,177
Shares
5,881
Held
Gilead SciencesGILD
Share
0.1%
Value
$856,445
Shares
6,145
+275%
PfizerPFE
Share
0.1%
Value
$832,271
Shares
29,639
+17%
Invesco Exch Traded FD TR IIPZA
Share
0.1%
Value
$789,863
Shares
34,372
-4%
Palo Alto NetworksPANW
Share
0.1%
Value
$785,247
Shares
4,898
Held
Procter & GamblePG
Share
0.1%
Value
$754,126
Shares
5,221
Held
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$747,583
Shares
3,895
-3%
Global X FDSAIQ
Share
0.1%
Value
$735,136
Shares
15,752
+5%
MastercardMA
Share
0.1%
Value
$730,015
Shares
1,461
Held
T-Mobile USTMUS
Share
0.1%
Value
$722,305
Shares
3,439
+4%
PepsiCoPEP
Share
0.1%
Value
$717,363
Shares
4,620
Held
Philip Morris InternationalPM
Share
0.1%
Value
$702,517
Shares
4,249
+3%
RTXRTX
Share
<0.1%
Value
$650,918
Shares
3,374
+2%
Invesco Exch Traded FD TR IISPMO
Share
<0.1%
Value
$639,139
Shares
5,701
Held
CVS HealthCVS
Share
<0.1%
Value
$615,849
Shares
8,575
Held
MerckMRK
Share
<0.1%
Value
$608,949
Shares
5,062
+4%
ChevronCVX
Share
<0.1%
Value
$593,860
Shares
2,870
+7%
Innovator Etfs TrustPDEC
Share
<0.1%
Value
$591,005
Shares
13,906
Held
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$567,168
Shares
1,448
Held
Applied MaterialsAMAT
Share
<0.1%
Value
$565,225
Shares
1,654
Held
EatonETN
Share
<0.1%
Value
$552,849
Shares
1,546
+141%
Cisco SystemsCSCO
Share
<0.1%
Value
$549,343
Shares
7,080
+16%
Allegro MicrosystemsALGM
Share
<0.1%
Value
$542,064
Shares
17,192
Held
Vanguard Whitehall FDSVWOB
Share
<0.1%
Value
$512,341
Shares
7,799
New
Morgan StanleyMS
Share
<0.1%
Value
$493,292
Shares
2,997
+10%
United Parcel ServiceUPS
Share
<0.1%
Value
$484,169
Shares
4,921
+2%
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$464,588
Shares
1,190
-3%
Johnson Controls InternationalJCI
Share
<0.1%
Value
$447,427
Shares
3,417
New
Ishares TRIVV
Share
<0.1%
Value
$446,302
Shares
683
Held
Lam ResearchLRCX
Share
<0.1%
Value
$445,703
Shares
2,086
+4%
Spdr Index SHS FDSSPEM
Share
<0.1%
Value
$438,092
Shares
9,339
Held
LindeLIN
Share
<0.1%
Value
$421,673
Shares
851
New
Select Sector Spdr TRXLI
Share
<0.1%
Value
$419,624
Shares
2,595
+4%
Verizon CommunicationsVZ
Share
<0.1%
Value
$419,587
Shares
8,358
+33%
Waste ManagementWM
Share
<0.1%
Value
$418,024
Shares
1,819
+4%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$411,206
Shares
2,021
+2%
Spdr Series TrustBWX
Share
<0.1%
Value
$404,044
Shares
18,407
New
Ishares TRIYH
Share
<0.1%
Value
$400,551
Shares
6,498
-4%
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$391,136
Shares
4,913
+11%
Ishares TRIGEB
Share
<0.1%
Value
$383,596
Shares
8,513
Held
Coca-ColaKO
Share
<0.1%
Value
$379,597
Shares
4,991
+17%
Schwab Strategic TRSCHM
Share
<0.1%
Value
$374,492
Shares
12,096
Held
General ElectricGE
Share
<0.1%
Value
$369,302
Shares
1,301
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$368,187
Shares
2,517
+53%
Ishares TRIVE
Share
<0.1%
Value
$366,882
Shares
1,738
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	10.3%	$68m	114,619	-71%
Vanguard BD Index FDSBND	10.0%	$67m	905,636	+28%
Schwab Strategic TRSCHG	7.1%	$48m	1,631,361	New
State STR Spdr S&P 500 ETF TSPY	6.1%	$41m	62,301	-45%
Spdr Index SHS FDSSPDW	5.7%	$38m	828,748	New
Spdr Series TrustSPYM	5.6%	$37m	485,200	+7441%
Vanguard Intl Equity Index FVT	4.7%	$32m	228,011	+4854%
Schwab Strategic TRSCHV	4.6%	$31m	1,012,162	New
Vanguard Intl Equity Index FVWO	4.6%	$30m	562,182	New
Spdr Series TrustSPSM	4.3%	$29m	599,773	+4230%
Spdr Series TrustSPMD	4.2%	$28m	476,138	+2502%
State STR Spdr S&P Midcap 40MDY	3.3%	$22m	35,383	-66%
AppleAAPL	2.5%	$17m	66,812	+3%
Vanguard Scottsdale FDSVCIT	1.8%	$12m	143,627	New
Spdr Series TrustSPHY	1.8%	$12m	503,965	New
Ishares TRIVW	1.5%	$10m	90,641	-74%
Ishares TRIWM	1.4%	$10m	38,816	-75%
Abrdn EtfsBCI	1.2%	$8m	336,363	New
NvidiaNVDA	1.1%	$7m	41,599	+2%
Invesco Exchange Traded FD TSPHQ	1.0%	$7m	89,803	+440%
Amazon.comAMZN	0.9%	$6m	29,906	+7%
MicrosoftMSFT	0.9%	$6m	15,956	+3%
Simplify Exchange Traded FUNHEQT	0.9%	$6m	185,666	New
AlphabetGOOG	0.8%	$5m	18,481	+4%
Invesco Exch Traded FD TR IISPLV	0.8%	$5m	69,436	New
Ishares TRIJR	0.6%	$4m	32,472	-3%
AlphabetGOOGL	0.6%	$4m	12,855	+4%
JPMorgan ChaseJPM	0.5%	$3m	10,563	Held
Meta PlatformsMETA	0.5%	$3m	5,336	+4%
Eli LillyLLY	0.4%	$3m	3,248	Held
Ishares TREFA	0.4%	$3m	29,188	Held
VisaV	0.4%	$2m	8,132	Held
Vanguard MUN BD FDSVTEB	0.3%	$2m	37,372	Held
Berkshire HathawayBRK-B	0.3%	$2m	3,614	+32%
McDonald'sMCD	0.3%	$2m	5,408	Held
Ishares TRIWR	0.3%	$2m	17,259	-13%
Invesco QQQ TRQQQ	0.3%	$2m	2,892	-44%
Ishares TRMUB	0.2%	$2m	15,513	Held
TeslaTSLA	0.2%	$2m	4,353	+33%
NetflixNFLX	0.2%	$2m	16,650	+9%
Ishares TREFAV	0.2%	$1m	14,135	Held
AbbVieABBV	0.2%	$1m	5,826	+109%
WalmartWMT	0.2%	$1m	10,060	+3%
Spdr Series TrustSPYG	0.2%	$1m	12,450	Held
BroadcomAVGO	0.2%	$1m	3,891	+6%
Ishares TRAGG	0.2%	$1m	11,872	-18%
Home DepotHD	0.2%	$1m	3,465	-6%
Johnson & JohnsonJNJ	0.2%	$1m	4,479	Held
Abbott LaboratoriesABT	0.2%	$1m	10,439	+28%
Costco WholesaleCOST	0.2%	$1m	1,052	+10%
International Business MachinesIBM	0.1%	$993,052	4,097	-9%
Schwab Strategic TRSCHF	0.1%	$964,948	38,988	Held
ExxonMobil HoldingsXOM	0.1%	$921,952	5,434	+16%
Invesco Exch Traded FD TR IIQQQM	0.1%	$895,325	3,768	-71%
Goldman Sachs GroupGS	0.1%	$866,385	1,024	Held
OracleORCL	0.1%	$865,177	5,881	Held
Gilead SciencesGILD	0.1%	$856,445	6,145	+275%
PfizerPFE	0.1%	$832,271	29,639	+17%
Invesco Exch Traded FD TR IIPZA	0.1%	$789,863	34,372	-4%
Palo Alto NetworksPANW	0.1%	$785,247	4,898	Held
Procter & GamblePG	0.1%	$754,126	5,221	Held
Invesco Exchange Traded FD TRSP	0.1%	$747,583	3,895	-3%
Global X FDSAIQ	0.1%	$735,136	15,752	+5%
MastercardMA	0.1%	$730,015	1,461	Held
T-Mobile USTMUS	0.1%	$722,305	3,439	+4%
PepsiCoPEP	0.1%	$717,363	4,620	Held
Philip Morris InternationalPM	0.1%	$702,517	4,249	+3%
RTXRTX	<0.1%	$650,918	3,374	+2%
Invesco Exch Traded FD TR IISPMO	<0.1%	$639,139	5,701	Held
CVS HealthCVS	<0.1%	$615,849	8,575	Held
MerckMRK	<0.1%	$608,949	5,062	+4%
ChevronCVX	<0.1%	$593,860	2,870	+7%
Innovator Etfs TrustPDEC	<0.1%	$591,005	13,906	Held
Seagate Technology HoldingsSTX	<0.1%	$567,168	1,448	Held
Applied MaterialsAMAT	<0.1%	$565,225	1,654	Held
EatonETN	<0.1%	$552,849	1,546	+141%
Cisco SystemsCSCO	<0.1%	$549,343	7,080	+16%
Allegro MicrosystemsALGM	<0.1%	$542,064	17,192	Held
Vanguard Whitehall FDSVWOB	<0.1%	$512,341	7,799	New
Morgan StanleyMS	<0.1%	$493,292	2,997	+10%
United Parcel ServiceUPS	<0.1%	$484,169	4,921	+2%
CrowdStrike HoldingsCRWD	<0.1%	$464,588	1,190	-3%
Johnson Controls InternationalJCI	<0.1%	$447,427	3,417	New
Ishares TRIVV	<0.1%	$446,302	683	Held
Lam ResearchLRCX	<0.1%	$445,703	2,086	+4%
Spdr Index SHS FDSSPEM	<0.1%	$438,092	9,339	Held
LindeLIN	<0.1%	$421,673	851	New
Select Sector Spdr TRXLI	<0.1%	$419,624	2,595	+4%
Verizon CommunicationsVZ	<0.1%	$419,587	8,358	+33%
Waste ManagementWM	<0.1%	$418,024	1,819	+4%
Advanced Micro DevicesAMD	<0.1%	$411,206	2,021	+2%
Spdr Series TrustBWX	<0.1%	$404,044	18,407	New
Ishares TRIYH	<0.1%	$400,551	6,498	-4%
Wells Fargo & CompanyWFC	<0.1%	$391,136	4,913	+11%
Ishares TRIGEB	<0.1%	$383,596	8,513	Held
Coca-ColaKO	<0.1%	$379,597	4,991	+17%
Schwab Strategic TRSCHM	<0.1%	$374,492	12,096	Held
General ElectricGE	<0.1%	$369,302	1,301	Held
Palantir TechnologiesPLTR	<0.1%	$368,187	2,517	+53%
Ishares TRIVE	<0.1%	$366,882	1,738	Held

Showing the largest 100 of 135.

Over time and by industry

Value over time

Mar '26

Value is up 1.9% since 31 December 2025.

Where the money is

Technology5.8%

Media & telecom2.3%

Retail & consumer1.7%

Financial services1.6%

Health care1.5%

Everyday goods0.8%

Industrials0.7%

Energy0.2%

Utilities0.1%

Materials0.1%

Other85.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.