TSG Advice Partners, LLC

Registered adviser

CIK

2111347

Location

COLUMBUS, OH

Portfolio Value

Small $719,013,197

Diversification

Diversified

Filing Date

Global Rank

#3,010 / 8,827 ▲ 32 · as of Mar 2026

Top Industry

Consumer Electronics 18.3%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 305999

Roster of Nov 1, 2026

Regulatory AUM

$866,510,470

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$866,510,470	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$762,215,226	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$613,316,721	Individuals and high net worth (99%)
May 2023 to Mar 2024	$482,910,360	Individuals and high net worth (98%)
Apr 2023	$482,910,360	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$501,326,423	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 76.2%; sector active share 71.9% against the combined 13F book's sector weights.

Over time 2 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

141 tracked positions · as of Sep 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.8%

+1.9 pts

Top 5

56.7%

+3.3 pts

Top 10

80.9%

+2.8 pts

HHI

810

Diversified+88

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.1%	$597,516,081	54
Technology	7.5%	$54,055,102	22
Communication Services	2.4%	$17,387,231	8
Healthcare	2.0%	$14,177,973	12
Financial Services	1.8%	$12,658,848	15
Consumer Cyclical	1.6%	$11,611,786	6
Consumer Defensive	0.7%	$4,855,259	7
Industrials	0.6%	$4,597,719	12
Energy	0.2%	$1,459,696	2
Utilities	0.1%	$372,639	2
Basic Materials	0.0%	$320,863	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+257,859	761,824	$17,209,604
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+168,043	730,225	$43,309,644
SCHV	Schwab U.S. Large-Cap Value ETF	+87,271	1,099,433	$36,622,113
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+71,622	900,370	$45,207,577
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+65,079	541,217	$34,118,319
SPMO	Invesco Ltd.	+47,887	53,588	$0
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+45,217	273,228	$43,129,039
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+30,560	515,760	$46,294,617
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+12,944	50,316	$2,382,965
SCHF	Schwab International Equity ETF	+3,595	42,583	$1,169,755
HYD	VanEck High Yield Muni ETF	+3,255	7,713	$370,455
—		+2,767	602,540	$0
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,627	146,254	$11,453,150
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+1,884	9,683	$611,287
PZA	Invesco National AMT-Free Municipal Bond ETF	+1,024	35,396	$757,120
PLTR	Palantir Technologies Inc.	+748	3,265	$610,718
BAC	Bank Of America Corp	+717	8,228	$447,850
AMZN	Amazon Com Inc	+597	30,503	$7,599,822
NVDA	Nvidia Corp	+549	42,148	$9,625,760
IVV	iShares Core S&P 500 ETF	+509	1,192	$912,893
INTC	Intel Corp	+434	5,502	$661,505
MUB	iShares National Muni Bond ETF	+388	15,901	$1,607,591
AVGO	Broadcom Inc.	+318	4,209	$1,478,158
GOOGL	Alphabet Inc.	+317	13,172	$4,532,221
EFAV	iShares MSCI EAFE Min Vol Factor ETF	+270	14,405	$1,312,583
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−122,844	782,792	$54,912,858
SCHG	Schwab U.S. Large-Cap Growth ETF	−45,400	1,585,961	$56,983,578
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	−15,513	320,850	$8,300,389
VOO	VANGUARD 500 INDEX FUND	−13,558	101,061	$70,829,612
SPHQ	Invesco S&P 500 Quality ETF	−7,753	82,050	$6,898,764
ALGM	Allegro Microsystems, Inc.	−7,080	10,112	$367,571
IVW	iShares S&P 500 Growth ETF	−5,015	85,626	$12,181,154
ABT	Abbott Laboratories	−4,594	5,845	$577,661
SPY	Spdr S&P 500 ETF Trust	−3,257	59,044	$45,028,725
MDY	Spdr S&P Midcap 400 ETF Trust	−1,590	33,793	$22,192,201
PFE	Pfizer Inc	−1,315	28,324	$807,800
CVS	CVS HEALTH Corp	−1,251	7,324	$627,593
IWM	iShares Russell 2000 ETF	−1,124	37,692	$10,474,229
AIQ	Global X Artificial Intelligence & Technology ETF	−1,052	14,700	$957,852
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−886	11,564	$1,423,297
MSFT	Microsoft Corp	−598	15,358	$7,877,118
VZ	Verizon Communications Inc	−542	7,816	$358,519
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−515	10,413	$244,393
AGG	iShares Core U.S. Aggregate Bond ETF	−473	11,399	$1,077,661
NFLX	Netflix Inc	−467	16,183	$1,126,013
IBM	International Business Machines Corp	−460	3,637	$799,885
IJR	iShares Core S&P Small-Cap ETF	−441	32,031	$4,357,497
IGEB	iShares Investment Grade Systematic Bond ETF	−428	8,085	$345,957
PEP	Pepsico Inc	−427	4,193	$531,336
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−375	2,220	$370,695
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CAH	Cardinal Health Inc	13,804	$3,071,390
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	17,282	$858,742
ITM	VanEck Intermediate Muni ETF	16,110	$708,840
NCLO	NuShares ETF Trust	24,482	$613,274
SCHB	Schwab U.S. Broad Market ETF	14,209	$416,465
TXN	Texas Instruments Inc	932	$261,043
UNH	Unitedhealth Group Inc	686	$251,816
KLAC	Kla Corp	1,239	$241,518
BNY	Bank of New York Mellon Corp	1,621	$234,445
DE	Deere & Co	324	$217,582
UNP	Union Pacific Corp	790	$214,982
C	Citigroup Inc	1,643	$212,735
EWG	iShares MSCI Germany ETF	5,089	$210,226
SNDK	Sandisk Corp	112	$194,867
USB	US Bancorp De	3,314	$191,416
WDC	Western Digital Corp	412	$187,237
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
HEQT	Simplify Hedged Equity ETF	185,666	$5,848,479
SPLV	Invesco S&P 500 Low Volatility ETF	69,436	$5,078,549
BWX	Spdr Series Trust	18,407	$404,033
LOW	Lowes Companies Inc	1,373	$324,412
HON	Honeywell International Inc	1,278	$288,866
TSCO	Tractor Supply Co	6,260	$283,578
TIP	iShares TIPS Bond ETF	2,302	$254,048
CRM	Salesforce, Inc.	1,342	$250,511
HII	Huntington Ingalls Industries, Inc.	595	$226,040
SCHW	Schwab Charles Corp	2,204	$207,131
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 tracked positions · $719,013,197 total · filing declares 141 positions · $764,066,611 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	101,061	-13,558	$70,829,612	+3.4%	9.85%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	1,585,961	-45,400	$56,983,578	+19.9%	7.93%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	782,792	-122,844	$54,912,858	−17.7%	7.64%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	515,760	+30,560	$46,294,617	+24.7%	6.44%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	900,370	+71,622	$45,207,577	+19.5%	6.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	59,044	-3,257	$45,028,725	+11.1%	6.26%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	730,225	+168,043	$43,309,644	+42.5%	6.02%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	273,228	+45,217	$43,129,039	+36.8%	6.00%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	1,099,433	+87,271	$36,622,113	+18.6%	5.09%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	541,217	+65,079	$34,118,319	+21.0%	4.75%
AAPL	Apple Inc. Technology	Reduced	66,653	-159	$22,196,782	+30.9%	3.09%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	33,793	-1,590	$22,192,201	+1.7%	3.09%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	761,824	+257,859	$17,209,604	+46.4%	2.39%
IVW	iShares S&P 500 Growth ETF	Reduced	85,626	-5,015	$12,181,154	+18.8%	1.69%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	146,254	+2,627	$11,453,150	−3.6%	1.59%
IWM	iShares Russell 2000 ETF	Reduced	37,692	-1,124	$10,474,229	+8.8%	1.46%
NVDA	Nvidia Corp Technology	Added	42,148	+549	$9,625,760	+32.7%	1.34%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	Reduced	320,850	-15,513	$8,300,389	+1.6%	1.15%
MSFT	Microsoft Corp Technology	Reduced	15,358	-598	$7,877,118	+33.4%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,503	+597	$7,599,822	+22.0%	1.06%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	82,050	-7,753	$6,898,764	+2.2%	0.96%
GOOG	Alphabet Inc. Communication Services	Added	18,588	+107	$6,333,675	+19.5%	0.88%
GOOGL	Alphabet Inc. Communication Services	Added	13,172	+317	$4,532,221	+22.6%	0.63%
IJR	iShares Core S&P Small-Cap ETF	Reduced	32,031	-441	$4,357,497	+7.9%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	5,289	-47	$3,835,477	+25.6%	0.53%
LLY	ELI LILLY & Co Healthcare	Added	3,310	+62	$3,829,934	+28.2%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,473	-90	$3,464,782	+11.5%	0.48%
CAH	Cardinal Health Inc Healthcare	NEW	13,804	NEW	$3,071,390	NEW	0.43%
EFA	iShares MSCI EAFE ETF	Reduced	29,155	-33	$3,028,912	+6.8%	0.42%
V	Visa Inc. Financial Services	Added	8,254	+122	$2,965,909	+20.7%	0.41%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	50,316	+12,944	$2,382,965	+27.8%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,872	-20	$2,124,619	+27.3%	0.30%
PANW	Palo Alto Networks Inc Technology	Reduced	4,845	-53	$1,924,966	+145.1%	0.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,707	+93	$1,845,900	+6.6%	0.26%
IWR	iShares Russell Mid-Cap ETF	Added	17,261	+2	$1,841,921	+9.8%	0.26%
MUB	iShares National Muni Bond ETF	Added	15,901	+388	$1,607,591	−2.4%	0.22%
ABBV	AbbVie Inc. Healthcare	Added	5,869	+43	$1,535,271	+21.2%	0.21%
AVGO	Broadcom Inc. Technology	Added	4,209	+318	$1,478,158	+22.7%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,163	-190	$1,477,074	−8.7%	0.21%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	11,564	-886	$1,423,297	+16.8%	0.20%
AMD	Advanced Micro Devices Inc Technology	Added	2,265	+244	$1,385,636	+237.0%	0.19%
STX	Seagate Technology Holdings plc Technology	Added	1,451	+3	$1,338,315	+135.9%	0.19%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Added	14,405	+270	$1,312,583	+1.6%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,438	+30	$1,255,851	−25.3%	0.17%
JNJ	Johnson & Johnson Healthcare	Added	4,570	+91	$1,209,861	+10.5%	0.17%
SCHF	Schwab International Equity ETF	Added	42,583	+3,595	$1,169,755	+21.2%	0.16%
NFLX	Netflix Inc Communication Services	Reduced	16,183	-467	$1,126,013	−29.7%	0.16%
MU	Micron Technology Inc Technology	Reduced	1,040	-11	$1,107,714	+212.0%	0.15%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	11,399	-473	$1,077,661	−8.6%	0.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,784	-276	$1,016,753	−18.7%	0.14%

Showing the top 50 of 141 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.