# EDGAR Filing Document

**Accession Number:** 0001706669
**File Stem:** 0001706669-25-000009
**Filing Date:** 2025-11
**Character Count:** 10509
**Document Hash:** 7b84bf0ba067995b29e93b31fd047d7e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001706669-25-000009.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001706669-25-000009

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251112

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TPG Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0001706669

**ORGANIZATION NAME:**
- **EIN:** 205282002
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19024
- **FILM NUMBER:** 251474732

**BUSINESS ADDRESS:**
- **STREET 1:** 11850 SW 67TH AVENUE, SUITE 100
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97223
- **BUSINESS PHONE:** 5032419550

**MAIL ADDRESS:**
- **STREET 1:** 11850 SW 67TH AVENUE, SUITE 100
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97223

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** TPG Financial Advisors LLC<br>**Address:** 11850 SW 67TH AVENUE SUITE 100<br>PORTLAND, OR 97223

**Form 13F File Number:** 028-19024

**CRD Number (if applicable):** 000141153

**SEC File Number (if applicable):** 801-77417

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:** Carrie Maerz<br>**Title:** Chief Compliance Officer<br>**Phone:** 5039414316

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

Carrie Maerz  Portland, OR  11-12-2025<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:** 66

**Form 13F Information Table Value Total:** $268496140

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 555970 | 2287 | SH |  | SOLE | 0 | 0 | 0 | 2287 |
| AMAZON COM INC | COM | 023135106 |  | 647732 | 2950 | SH |  | SOLE | 0 | 0 | 0 | 2950 |
| APPLE INC | COM | 037833100 |  | 7374085 | 28960 | SH |  | SOLE | 0 | 0 | 0 | 28960 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 744903 | 2538 | SH |  | SOLE | 0 | 0 | 0 | 2538 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 209140 | 416 | SH |  | SOLE | 0 | 0 | 0 | 416 |
| BROADCOM INC | COM | 11135F101 |  | 290321 | 880 | SH |  | SOLE | 0 | 0 | 0 | 880 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 339907 | 367 | SH |  | SOLE | 0 | 0 | 0 | 367 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 561753 | 12570 | SH |  | SOLE | 0 | 0 | 0 | 12570 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 623998 | 8614 | SH |  | SOLE | 0 | 0 | 0 | 8614 |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 |  | 11600429 | 233503 | SH |  | SOLE | 0 | 0 | 0 | 233503 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 33737J174 |  | 4409823 | 58509 | SH |  | SOLE | 0 | 0 | 0 | 58509 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 288563 | 1910 | SH |  | SOLE | 0 | 0 | 0 | 1910 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 7522852 | 212330 | SH |  | SOLE | 0 | 0 | 0 | 212330 |
| HOME DEPOT INC | COM | 437076102 |  | 422613 | 1043 | SH |  | SOLE | 0 | 0 | 0 | 1043 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 837844 | 12710 | SH |  | SOLE | 0 | 0 | 0 | 12710 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 205116 | 4724 | SH |  | SOLE | 0 | 0 | 0 | 4724 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 21476530 | 222647 | SH |  | SOLE | 0 | 0 | 0 | 222647 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 241944 | 5085 | SH |  | SOLE | 0 | 0 | 0 | 5085 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 9608521 | 177640 | SH |  | SOLE | 0 | 0 | 0 | 177640 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 4660786 | 22893 | SH |  | SOLE | 0 | 0 | 0 | 22893 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 |  | 201535 | 4596 | SH |  | SOLE | 0 | 0 | 0 | 4596 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 6575679 | 55022 | SH |  | SOLE | 0 | 0 | 0 | 55022 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 431268 | 9960 | SH |  | SOLE | 0 | 0 | 0 | 9960 |
| ISHARES TR | CORE S ETF | 464287200 |  | 848672 | 1268 | SH |  | SOLE | 0 | 0 | 0 | 1268 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 6091368 | 103736 | SH |  | SOLE | 0 | 0 | 0 | 103736 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 8424061 | 17984 | SH |  | SOLE | 0 | 0 | 0 | 17984 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 454274 | 5203 | SH |  | SOLE | 0 | 0 | 0 | 5203 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 418591 | 1730 | SH |  | SOLE | 0 | 0 | 0 | 1730 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1096905 | 11361 | SH |  | SOLE | 0 | 0 | 0 | 11361 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1537576 | 30309 | SH |  | SOLE | 0 | 0 | 0 | 30309 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 19514587 | 420482 | SH |  | SOLE | 0 | 0 | 0 | 420482 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 8768284 | 172672 | SH |  | SOLE | 0 | 0 | 0 | 172672 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 346973 | 1100 | SH |  | SOLE | 0 | 0 | 0 | 1100 |
| META PLATFORMS INC | CL A | 30303M102 |  | 573551 | 781 | SH |  | SOLE | 0 | 0 | 0 | 781 |
| MICROSOFT CORP | COM | 594918104 |  | 1253439 | 2420 | SH |  | SOLE | 0 | 0 | 0 | 2420 |
| NIKE INC | CL B | 654106103 |  | 255630 | 3666 | SH |  | SOLE | 0 | 0 | 0 | 3666 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 1493797 | 93304 | SH |  | SOLE | 0 | 0 | 0 | 93304 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 896330 | 4804 | SH |  | SOLE | 0 | 0 | 0 | 4804 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 209887 | 1294 | SH |  | SOLE | 0 | 0 | 0 | 1294 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 9436100 | 201583 | SH |  | SOLE | 0 | 0 | 0 | 201583 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 8113840 | 189620 | SH |  | SOLE | 0 | 0 | 0 | 189620 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 484979 | 728 | SH |  | SOLE | 0 | 0 | 0 | 728 |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 |  | 5031726 | 171614 | SH |  | SOLE | 0 | 0 | 0 | 171614 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 17558098 | 168004 | SH |  | SOLE | 0 | 0 | 0 | 168004 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 10123439 | 350292 | SH |  | SOLE | 0 | 0 | 0 | 350292 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 18180975 | 328592 | SH |  | SOLE | 0 | 0 | 0 | 328592 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 10218645 | 178679 | SH |  | SOLE | 0 | 0 | 0 | 178679 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 436746 | 5575 | SH |  | SOLE | 0 | 0 | 0 | 5575 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 13366625 | 288571 | SH |  | SOLE | 0 | 0 | 0 | 288571 |
| TESLA INC | COM | 88160R101 |  | 839631 | 1888 | SH |  | SOLE | 0 | 0 | 0 | 1888 |
| TEXAS INSTRS INC | COM | 882508104 |  | 272839 | 1485 | SH |  | SOLE | 0 | 0 | 0 | 1485 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 210558 | 499 | SH |  | SOLE | 0 | 0 | 0 | 499 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 8552885 | 17833 | SH |  | SOLE | 0 | 0 | 0 | 17833 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 255258 | 858 | SH |  | SOLE | 0 | 0 | 0 | 858 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4705840 | 16020 | SH |  | SOLE | 0 | 0 | 0 | 16020 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 8688512 | 46590 | SH |  | SOLE | 0 | 0 | 0 | 46590 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2010338 | 7906 | SH |  | SOLE | 0 | 0 | 0 | 7906 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 460080 | 2635 | SH |  | SOLE | 0 | 0 | 0 | 2635 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1371054 | 4667 | SH |  | SOLE | 0 | 0 | 0 | 4667 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4336188 | 80033 | SH |  | SOLE | 0 | 0 | 0 | 80033 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3215345 | 64217 | SH |  | SOLE | 0 | 0 | 0 | 64217 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 3258487 | 38741 | SH |  | SOLE | 0 | 0 | 0 | 38741 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 829418 | 14094 | SH |  | SOLE | 0 | 0 | 0 | 14094 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3518982 | 58728 | SH |  | SOLE | 0 | 0 | 0 | 58728 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 833225 | 7035 | SH |  | SOLE | 0 | 0 | 0 | 7035 |
| ZYMEWORKS INC | COM | 98985Y108 |  | 171090 | 10017 | SH |  | SOLE | 0 | 0 | 0 | 10017 |

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