TSG Advice Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 141 separate holdings, managed by Isao Shoji, the firm’s Managing Partner and Chief Compliance Officer.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds. The top individual stock holding is Microsoft Corporation, with 5,728,790 shares. Alphabet Inc. (Class A and Class C) follows with a combined holding of 11,325,476 shares. Other major positions include NVIDIA Corporation with 8,433,355 shares and Apple Inc. with 19,286,649 shares.
The filing also reveals significant exposure to exchange-traded funds, particularly those tracking the S&P 500 and various sector indices. The Invesco Exchange Traded Fund Trust II S&P 500 Momentum (ticker 46138E339) holds 8,656,568 shares, while the iShares Core S&P 500 ETF (ticker 464287200) holds 892,552 shares. The portfolio also includes substantial positions in Vanguard Total Bond Market ETF (57,464,741 shares) and Vanguard S&P 500 ETF Shares (69,409,436 shares).
Other notable individual stock positions listed in the filing include United Parcel Service Inc. Class B (538,154 shares), Tesla Inc. (1,750,958 shares), and JPMorgan Chase & Co. (3,428,291 shares).
