TCFG Investment Advisors, LLC

CIK 0002121836 · LAGUNA NIGUEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

TCFG Investment Advisors, LLC reported 299 positions worth $296.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: AAPL (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$296.8M
2026 Q2
Positions
299
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.5%
Est. Net Flow (Q)
2026 Q2
10 / 299 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$16.8M5.64%57,894
2NVDANVIDIA CORPORATIONSH$14.2M4.77%70,747
3TBILRBB FD INCSH$11.5M3.86%229,915
4AMZNAMAZON COM INCSH$6.7M2.26%28,119
5FNVFRANCO NEV CORPSH$6.6M2.24%31,848
6AMDADVANCED MICRO DEVICES INCSH$5.6M1.88%9,600
7GDXJVANECK ETF TRUSTSH$5.5M1.85%56,036
8GRIDFIRST TR EXCHANGE-TRADED FDSH$5.3M1.77%27,410
9UYLDANGEL OAK FUNDS TRUSTSH$5.2M1.76%102,687
10BOXXEA SERIES TRUSTSH$4.3M1.45%36,659

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TCFG Investment Advisors, LLC hold as of Q2 2026?

TCFG Investment Advisors, LLC reported 299 positions worth $296.8M in its Q2 2026 13F filing. Largest positions: AAPL (5.6%), NVDA (4.8%), TBIL (3.9%), AMZN (2.3%) and FNV (2.2%).

What did TCFG Investment Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TCFG Investment Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.