# EDGAR Filing Document

**Accession Number:** 0002111347
**File Stem:** 0002085853-26-000265
**Filing Date:** 2026-2
**Character Count:** 14999
**Document Hash:** dd4916adc45c4b13d9171b7e13ab413e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000265.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0002085853-26-000265

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TSG Advice Partners, LLC
- **CENTRAL INDEX KEY:** 0002111347

**ORGANIZATION NAME:**
- **EIN:** 843636150
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26403
- **FILM NUMBER:** 26635012

**BUSINESS ADDRESS:**
- **STREET 1:** 4449 EASTON WAY
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43219
- **BUSINESS PHONE:** (614) 697-2750

**MAIL ADDRESS:**
- **STREET 1:** 4449 EASTON WAY
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43219

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TSG Advice Partners LLC<br>**Address:** 4449 EASTON WAY<br>SUITE 200<br>COLUMBUS, OH 43219

**Form 13F File Number:** 028-26403

**CRD Number (if applicable):** 000305999

**SEC File Number (if applicable):** 801-117566

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Isao Shoji<br>**Title:** Managing Partner / CCO<br>**Phone:** 614-697-2750

**Signature, Place, and Date of Signing:**

/s/ Isao Shoji  Columbus, OH  02-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $655091386

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1022000 | 8157 | SH |  | SOLE |  | 8157 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 637578 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 422401 | 1972 | SH |  | SOLE |  | 1972 | 0 | 0 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 |  | 452865 | 17167 | SH |  | SOLE |  | 17167 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5573449 | 17761 | SH |  | SOLE |  | 17761 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3864635 | 12347 | SH |  | SOLE |  | 12347 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 6440109 | 27901 | SH |  | SOLE |  | 27901 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 303538 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 209509 | 640 | SH |  | SOLE |  | 640 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 17593154 | 64714 | SH |  | SOLE |  | 64714 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 426911 | 1661 | SH |  | SOLE |  | 1661 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 257916 | 10383 | SH |  | SOLE |  | 10383 | 0 | 0 |
| BALL CORP | COM | 058498106 |  | 202202 | 3817 | SH |  | SOLE |  | 3817 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 413568 | 7519 | SH |  | SOLE |  | 7519 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1371229 | 2728 | SH |  | SOLE |  | 2728 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1276313 | 3688 | SH |  | SOLE |  | 3688 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 231009 | 403 | SH |  | SOLE |  | 403 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 407912 | 2676 | SH |  | SOLE |  | 2676 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 471694 | 6124 | SH |  | SOLE |  | 6124 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 297636 | 4257 | SH |  | SOLE |  | 4257 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 827128 | 959 | SH |  | SOLE |  | 959 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 573762 | 1224 | SH |  | SOLE |  | 1224 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 672199 | 8470 | SH |  | SOLE |  | 8470 | 0 | 0 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 265741 | 7215 | SH |  | SOLE |  | 7215 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 337552 | 2967 | SH |  | SOLE |  | 2967 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 204061 | 641 | SH |  | SOLE |  | 641 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 3477369 | 3236 | SH |  | SOLE |  | 3236 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 563218 | 4680 | SH |  | SOLE |  | 4680 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 406735 | 1320 | SH |  | SOLE |  | 1320 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 206757 | 316 | SH |  | SOLE |  | 316 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 200903 | 1637 | SH |  | SOLE |  | 1637 | 0 | 0 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 763408 | 15010 | SH |  | SOLE |  | 15010 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 901314 | 1025 | SH |  | SOLE |  | 1025 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1271079 | 3694 | SH |  | SOLE |  | 3694 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 270700 | 1388 | SH |  | SOLE |  | 1388 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 203785 | 599 | SH |  | SOLE |  | 599 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 603242 | 13906 | SH |  | SOLE |  | 13906 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1331002 | 4493 | SH |  | SOLE |  | 4493 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 |  | 460725 | 9716 | SH |  | SOLE |  | 9716 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 829879 | 35786 | SH |  | SOLE |  | 35786 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 690505 | 5787 | SH |  | SOLE |  | 5787 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 3310736 | 13090 | SH |  | SOLE |  | 13090 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 767076 | 4004 | SH |  | SOLE |  | 4004 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1248390 | 16634 | SH |  | SOLE |  | 16634 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3179102 | 5175 | SH |  | SOLE |  | 5175 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 37830240 | 153682 | SH |  | SOLE |  | 153682 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 43180157 | 350318 | SH |  | SOLE |  | 350318 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 239178 | 1609 | SH |  | SOLE |  | 1609 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1437722 | 14394 | SH |  | SOLE |  | 14394 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 368144 | 1736 | SH |  | SOLE |  | 1736 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 464293 | 678 | SH |  | SOLE |  | 678 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1685665 | 15738 | SH |  | SOLE |  | 15738 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 227385 | 1765 | SH |  | SOLE |  | 1765 | 0 | 0 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 385462 | 8442 | SH |  | SOLE |  | 8442 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 252971 | 2302 | SH |  | SOLE |  | 2302 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4007619 | 33347 | SH |  | SOLE |  | 33347 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2774973 | 28897 | SH |  | SOLE |  | 28897 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1904008 | 19778 | SH |  | SOLE |  | 19778 | 0 | 0 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 438921 | 6742 | SH |  | SOLE |  | 6742 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 1219867 | 14143 | SH |  | SOLE |  | 14143 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 914688 | 4420 | SH |  | SOLE |  | 4420 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3338308 | 10360 | SH |  | SOLE |  | 10360 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 343491 | 2007 | SH |  | SOLE |  | 2007 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 320458 | 1329 | SH |  | SOLE |  | 1329 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 843651 | 1478 | SH |  | SOLE |  | 1478 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1638017 | 5359 | SH |  | SOLE |  | 5359 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 513117 | 4875 | SH |  | SOLE |  | 4875 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3397116 | 5146 | SH |  | SOLE |  | 5146 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7514627 | 15538 | SH |  | SOLE |  | 15538 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 483673 | 2724 | SH |  | SOLE |  | 2724 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1431809 | 15271 | SH |  | SOLE |  | 15271 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 230738 | 3622 | SH |  | SOLE |  | 3622 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7577557 | 40630 | SH |  | SOLE |  | 40630 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 1127044 | 5782 | SH |  | SOLE |  | 5782 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 292577 | 1646 | SH |  | SOLE |  | 1646 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 917869 | 4983 | SH |  | SOLE |  | 4983 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 672577 | 4686 | SH |  | SOLE |  | 4686 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 631164 | 25348 | SH |  | SOLE |  | 25348 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 663723 | 4138 | SH |  | SOLE |  | 4138 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 752095 | 5248 | SH |  | SOLE |  | 5248 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 322774 | 1887 | SH |  | SOLE |  | 1887 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 605579 | 3302 | SH |  | SOLE |  | 3302 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 302767 | 1143 | SH |  | SOLE |  | 1143 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 203985 | 2042 | SH |  | SOLE |  | 2042 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 940824 | 39136 | SH |  | SOLE |  | 39136 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 364148 | 12110 | SH |  | SOLE |  | 12110 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 391312 | 1421 | SH |  | SOLE |  | 1421 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 386235 | 2490 | SH |  | SOLE |  | 2490 | 0 | 0 |
| SOLID POWER INC | CLASS A COM | 83422N105 |  | 42887 | 10091 | SH |  | SOLE |  | 10091 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 437533 | 9347 | SH |  | SOLE |  | 9347 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 76987137 | 112898 | SH |  | SOLE |  | 112898 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 62228707 | 103151 | SH |  | SOLE |  | 103151 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 516116 | 6434 | SH |  | SOLE |  | 6434 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 1059675 | 18299 | SH |  | SOLE |  | 18299 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 1329375 | 12459 | SH |  | SOLE |  | 12459 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A284 |  | 272051 | 10908 | SH |  | SOLE |  | 10908 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 649044 | 13851 | SH |  | SOLE |  | 13851 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 264690 | 3143 | SH |  | SOLE |  | 3143 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 671237 | 3306 | SH |  | SOLE |  | 3306 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1475531 | 3281 | SH |  | SOLE |  | 3281 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 325057 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 477721 | 4816 | SH |  | SOLE |  | 4816 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 221843 | 672 | SH |  | SOLE |  | 672 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 321554 | 3105 | SH |  | SOLE |  | 3105 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 52500280 | 708793 | SH |  | SOLE |  | 708793 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 351692 | 1049 | SH |  | SOLE |  | 1049 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 343754 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 247755702 | 395063 | SH |  | SOLE |  | 395063 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 649299 | 4603 | SH |  | SOLE |  | 4603 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1873711 | 37258 | SH |  | SOLE |  | 37258 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 304244 | 4870 | SH |  | SOLE |  | 4870 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 255616 | 6276 | SH |  | SOLE |  | 6276 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2903679 | 8279 | SH |  | SOLE |  | 8279 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1093194 | 9812 | SH |  | SOLE |  | 9812 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 385629 | 1755 | SH |  | SOLE |  | 1755 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 413904 | 4441 | SH |  | SOLE |  | 4441 | 0 | 0 |

---