TSG Advice Partners, LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 667,386
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 135 | 667,386 | 13F-HR | TSG Advice Partners, LLC |
| Q4 2025 | 2/17/2026 | 116 | 655,091 | 13F-HR | TSG Advice Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.5 K | 16.1% | 0 | 200.3 K | -200.3 K |
| ETFs | 559.9 K | 83.9% | 212.8 K | 0 | 212.8 K |
| Other | 0 | 0.0% | 0 | 266 | -266 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
667,386
Holdings
135
QoQ value change ($000)
12,295
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.