TSG Advice Partners, LLC
•CIK: 2111347•Filing: Q4 2025
**TSG Advice Partners, LLC** manages $655M across a diversified portfolio of 116 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $247.8M and SPY at $77.0M. Further concentration is visible in sector-specific plays, including MDY ($62.2M) and BND ($52.5M). Top individual equity exposures include VOO's largest component, followed by core tech names like AAPL ($17.6M) and MSFT ($7.5M).
Total AUM
$655.1M
QoQ Performance
N/A
Positions
91
Top 10 Concentration
85.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SPY
MDY
BND
IVW
IWM
VOO37.8%
SPY11.8%
MDY9.5%
BND8.0%
IVW6.6%
IWM5.8%
AAPL2.7%
NVDA1.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
ETF49.6%
Other36.6%
Technology7.8%
Consumer2.1%
Financial1.7%
Healthcare1.3%
Communication0.4%
Industrial0.3%