TCFG Investment Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2121836
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$296.8M
Holdings
299
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TCFG Investment Advisors, LLC disclosed 299 positions worth $296.8M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.6% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 43 new positions and exited 18. The portfolio is most concentrated in Other (46.2% of disclosed assets). All figures are sourced directly from TCFG Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2121836.
Sector Allocation
OtherTechnologyFinancialsMaterialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$16.8M57,894 sh - 85.9#5
Quality
$14.2M70,747 sh RBB FD INC - F/M US TREASURY
—Quality
$11.5M229,915 sh- 68.7
Quality
$6.7M28,119 sh - —
Quality
$6.6M31,848 sh - 79.8
Quality
$5.6M9,600 sh VANECK ETF TRUST - JUNIOR GOLD MINE
—Quality
$5.5M56,036 shFIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
—Quality
$5.3M27,410 shANGEL OAK FUNDS TRUST - OAK ULTRASHORT
—Quality
$5.2M102,687 shEA SERIES TRUST - ALPHA ARCH 1-3
—Quality
$4.3M36,659 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $16.8M | 57,894 |
 NVIDIA CORP$NVDA | 85.9#5 | $14.2M | 70,747 |
| RBB FD INC - F/M US TREASURY | — | $11.5M | 229,915 |
 AMAZON COM INC$AMZN | 68.7 | $6.7M | 28,119 |
 FRANCO NEVADA Corp$FNV | — | $6.6M | 31,848 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $5.6M | 9,600 |
| VANECK ETF TRUST - JUNIOR GOLD MINE | — | $5.5M | 56,036 |
| FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $5.3M | 27,410 |
| ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | — | $5.2M | 102,687 |
| EA SERIES TRUST - ALPHA ARCH 1-3 | — | $4.3M | 36,659 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TCFG Investment Advisors, LLC's 299 positions.
Showing top 10 of 299 holdings.
Sector Allocation
Other
$137.2M
Technology
$72.6M
Financials
$23.3M
Materials
$23.0M
Consumer Discretionary
$11.3M
Energy
$10.6M
Industrials
$6.1M
Healthcare
$4.1M
Top Holdings — TCFG Investment Advisors, LLC (Q2 2026)
Top 150 of 299 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $16.8M | 5.6% | -2% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $14.2M | 4.8% | -7% | 85.9 |
| 3 | — | RBB FD INC - F/M US TREASURY | $11.5M | 3.9% | -23% | — |
| 4 | $AMZN | AMAZON COM INC | $6.7M | 2.3% | +1% | 68.7 |
| 5 | $FNV | FRANCO NEVADA Corp | $6.6M | 2.2% | +10% | — |
| 6 | $AMD | ADVANCED MICRO DEVICES INC | $5.6M | 1.9% | +1% | 79.8 |
| 7 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $5.5M | 1.9% | +2% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $5.3M | 1.8% | +8% | — |
| 9 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $5.2M | 1.8% | -1% | — |
| 10 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $4.3M | 1.4% | -3% | — |
| 11 |  $MU | MICRON TECHNOLOGY INC | $4.2M | 1.4% | +3% | 86.2 |
| 12 |  $MSFT | MICROSOFT CORP | $3.9M | 1.3% | -4% | 79.8 |
| 13 |  $AEM | AGNICO EAGLE MINES LTD | $3.8M | 1.3% | +4% | — |
| 14 |  $GOOG | Alphabet Inc. | $3.6M | 1.2% | +2% | 78.2 |
| 15 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $3.3M | 1.1% | -0% | — |
| 16 |  $V | VISA INC. | $3.0M | 1.0% | -5% | 82.9 |
| 17 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $3.0M | 1.0% | -0% | — |
| 18 |  $GOOGL | Alphabet Inc. | $3.0M | 1.0% | -2% | 78.2 |
| 19 |  $WPM | Wheaton Precious Metals Corp. | $2.9M | 1.0% | +0% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $2.9M | 1.0% | +4% | — |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $2.8M | 1.0% | -0% | — |
| 22 |  $IVZ | Invesco Ltd. | $2.8M | 0.9% | -0% | — |
| 23 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | $2.7M | 0.9% | +1% | — |
| 24 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | $2.7M | 0.9% | NEW | — |
| 25 |  $AVGO | Broadcom Inc. | $2.6M | 0.9% | +6% | 84.5 |
| 26 | — | VANECK ETF TRUST - RARE EAR STR ETF | $2.5M | 0.8% | +3% | — |
| 27 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.3M | 0.8% | +5% | 61.4 |
| 28 |  $CVX | CHEVRON CORP | $2.2M | 0.8% | +0% | 62.8 |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.7% | +1% | — |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.7% | -0% | 73.8 |
| 31 | — | FIRST TR EXCHANGE-TRADED FD - COMMON SHS | $1.9M | 0.6% | +0% | — |
| 32 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.9M | 0.6% | -0% | — |
| 33 |  $CCJ | CAMECO CORP | $1.9M | 0.6% | +20% | — |
| 34 |  $SII | SPROTT INC. | $1.8M | 0.6% | +7% | — |
| 35 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $1.8M | 0.6% | +2% | — |
| 36 |  $NUE | NUCOR CORP | $1.7M | 0.6% | -1% | 61.7 |
| 37 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $1.7M | 0.6% | +0% | — |
| 38 | — | ALPS ETF TR - ALERIAN ENERGY | $1.7M | 0.6% | +32% | — |
| 39 |  $WT | WisdomTree, Inc. | $1.5M | 0.5% | -1% | 59.9 |
| 40 |  $HYMC | HYCROFT MINING HOLDING CORP | $1.5M | 0.5% | +18% | — |
| 41 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.5M | 0.5% | -0% | — |
| 42 |  $KLAC | KLA CORP | $1.5M | 0.5% | +921% | 78.6 |
| 43 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.4M | 0.5% | +0% | — |
| 44 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $1.4M | 0.5% | +0% | — |
| 45 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $1.4M | 0.5% | +0% | — |
| 46 |  $META | Meta Platforms, Inc. | $1.4M | 0.5% | -7% | 79.6 |
| 47 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $1.4M | 0.5% | +2% | — |
| 48 | — | PACER FDS TR - TRENDP US LAR CP | $1.3M | 0.5% | +7% | — |
| 49 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.3M | 0.4% | -0% | — |
| 50 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.3M | 0.4% | +4% | — |
| 51 |  $NFLX | NETFLIX INC | $1.3M | 0.4% | +2% | 78.8 |
| 52 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.3M | 0.4% | +0% | — |
| 53 |  $ARLP | ALLIANCE RESOURCE PARTNERS LP | $1.2M | 0.4% | NEW | 50.8 |
| 54 | — | FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM | $1.2M | 0.4% | -0% | — |
| 55 |  $SNDK | Sandisk Corp | $1.2M | 0.4% | NEW | 87.7 |
| 56 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.4% | -0% | — |
| 57 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.4% | -9% | 84.6 |
| 58 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.4% | +25% | 76.5 |
| 59 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.4% | +4% | 70.7 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $1.2M | 0.4% | -0% | — |
| 61 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.1M | 0.4% | +0% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $1.1M | 0.4% | -0% | — |
| 63 |  $AAAU | Goldman Sachs Physical Gold ETF | $1.1M | 0.4% | +277% | — |
| 64 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $1.1M | 0.4% | -1% | — |
| 65 |  $GLW | CORNING INC /NY | $1.1M | 0.4% | +40% | 73.7 |
| 66 |  $GEV | GE Vernova Inc. | $1.1M | 0.4% | +2% | 81.1 |
| 67 | — | ALPS ETF TR - ALERIAN MLP | $1.1M | 0.4% | -38% | — |
| 68 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.4% | +5% | — |
| 69 |  $KMI | KINDER MORGAN, INC. | $1.1M | 0.4% | +6% | 71.3 |
| 70 |  $CSL | CARLISLE COMPANIES INC | $1.1M | 0.4% | +0% | 59.4 |
| 71 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $1.1M | 0.4% | +6% | — |
| 72 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.4% | +1% | — |
| 73 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $1.1M | 0.4% | +4% | — |
| 74 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.0M | 0.3% | +0% | — |
| 75 |  $HCHL | Happy City Holdings Ltd | $1.0M | 0.3% | NEW | — |
| 76 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.0M | 0.3% | +6% | — |
| 77 | — | FIRST TR EXCHNG TRADED FD VI - ACTIVE FACTOR LA | $1.0M | 0.3% | +0% | — |
| 78 |  $JDZG | JIADE Ltd | $1.0M | 0.3% | NEW | — |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $997,583 | 0.3% | +0% | 66.2 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $985,275 | 0.3% | -0% | — |
| 81 |  $APP | AppLovin Corp | $970,178 | 0.3% | -1% | 84.4 |
| 82 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $964,891 | 0.3% | +0% | — |
| 83 | — | FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI | $958,622 | 0.3% | -0% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $944,240 | 0.3% | +2% | 69 |
| 85 |  $LLY | ELI LILLY & Co | $928,385 | 0.3% | +25% | 87.5 |
| 86 |  $XOM.R34088 | EXXON MOBIL CORP | $908,995 | 0.3% | -27% | 57.9 |
| 87 | — | CAPITAL GROUP INTERNATIONAL - SHS | $907,664 | 0.3% | +0% | — |
| 88 |  $MRK | Merck & Co., Inc. | $899,990 | 0.3% | +1% | 59.9 |
| 89 | $IVZ | Invesco Ltd. | $897,832 | 0.3% | -0% | — |
| 90 |  $TSLA | Tesla, Inc. | $896,886 | 0.3% | -7% | 53.9 |
| 91 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $884,215 | 0.3% | -11% | — |
| 92 |  $PG | PROCTER & GAMBLE Co | $881,486 | 0.3% | +1% | 64.6 |
| 93 | — | PACER FDS TR - TRENDPILOT 100 | $867,479 | 0.3% | -1% | — |
| 94 | — | EA SERIES TRUST - STRIVE ENHANCED | $864,945 | 0.3% | -80% | — |
| 95 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $852,680 | 0.3% | +0% | — |
| 96 |  $CAT | CATERPILLAR INC | $849,686 | 0.3% | -1% | 66.5 |
| 97 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $842,686 | 0.3% | +82% | — |
| 98 |  $ALB | ALBEMARLE CORP | $823,331 | 0.3% | +22% | 53.3 |
| 99 | — | ISHARES TR - MSCI USA MMENTM | $822,892 | 0.3% | -11% | — |
| 100 |  $NBIS | Nebius Group N.V. | $787,637 | 0.3% | +20% | — |
| 101 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $787,470 | 0.3% | +15% | — |
| 102 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $783,998 | 0.3% | -23% | — |
| 103 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $772,758 | 0.3% | -1% | — |
| 104 |  $PSEC | PROSPECT CAPITAL CORP | $762,844 | 0.3% | +19% | 33.8 |
| 105 | — | PACER FDS TR - US CASH COWS 100 | $761,953 | 0.3% | -5% | — |
| 106 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $760,418 | 0.3% | +0% | — |
| 107 |  $HP | Helmerich & Payne, Inc. | $758,038 | 0.3% | +44% | 54.9 |
| 108 |  $GE | GENERAL ELECTRIC CO | $731,142 | 0.3% | +9% | 73.8 |
| 109 |  $DELL | Dell Technologies Inc. | $730,893 | 0.3% | +22% | 71.2 |
| 110 | — | PACER FDS TR - GLOBL CASH ETF | $723,447 | 0.2% | +1% | — |
| 111 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $703,036 | 0.2% | +0% | — |
| 112 |  $DIS | Walt Disney Co | $696,890 | 0.2% | +4% | 60.1 |
| 113 | — | FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT | $696,798 | 0.2% | +1% | — |
| 114 |  $PANW | Palo Alto Networks Inc | $691,589 | 0.2% | +2% | 65.5 |
| 115 |  $IAU | ISHARES GOLD TRUST | $686,084 | 0.2% | +1% | — |
| 116 | — | ISHARES TR - SP SMCP600VL ETF | $677,632 | 0.2% | -2% | — |
| 117 | — | ISHARES TR - RUS 1000 GRW ETF | $671,352 | 0.2% | +301% | — |
| 118 |  $CAG | CONAGRA BRANDS INC. | $670,981 | 0.2% | +34% | 38.9 |
| 119 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $668,134 | 0.2% | -3% | — |
| 120 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $666,413 | 0.2% | -1% | — |
| 121 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $663,935 | 0.2% | +141% | — |
| 122 | — | ISHARES TR - RUS 1000 VAL ETF | $659,213 | 0.2% | +0% | — |
| 123 |  $ORCL | ORACLE CORP | $635,012 | 0.2% | +39% | 66.2 |
| 124 | $IVZ | Invesco Ltd. | $632,412 | 0.2% | -0% | — |
| 125 | — | FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH | $630,067 | 0.2% | +0% | — |
| 126 |  $CRDO | Credo Technology Group Holding Ltd | $622,494 | 0.2% | NEW | 55.1 |
| 127 | — | ISHARES TR - RUSSELL 2000 ETF | $619,528 | 0.2% | NEW | — |
| 128 |  $INTC | INTEL CORP | $604,319 | 0.2% | -6% | 45.6 |
| 129 |  $BAC | BANK OF AMERICA CORP /DE/ | $603,129 | 0.2% | -2% | 67.6 |
| 130 |  $MA | Mastercard Inc | $597,418 | 0.2% | +0% | 85.1 |
| 131 | — | FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED | $593,289 | 0.2% | -0% | — |
| 132 |  $CLS | CELESTICA INC | $591,851 | 0.2% | +3% | 69.8 |
| 133 |  $SIVR | abrdn Silver ETF Trust | $571,027 | 0.2% | -1% | — |
| 134 | — | SPROTT FDS TR - COPPER MINER ETF | $566,840 | 0.2% | NEW | — |
| 135 |  $BPRE | Bluerock Private Real Estate Fund | $565,496 | 0.2% | +0% | — |
| 136 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $560,750 | 0.2% | -4% | — |
| 137 |  $ETN | Eaton Corp plc | $545,860 | 0.2% | +0% | — |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - DIVIDEND STRNGTH | $542,698 | 0.2% | +0% | — |
| 139 | — | TEMA ETF TRUST - ELECTRIFICATION | $538,287 | 0.2% | +4% | — |
| 140 |  $WMT | Walmart Inc. | $538,157 | 0.2% | -5% | 60.2 |
| 141 | — | VANGUARD INDEX FDS - GROWTH ETF | $535,102 | 0.2% | +485% | — |
| 142 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $535,046 | 0.2% | +28% | — |
| 143 |  $ET | Energy Transfer LP | $517,706 | 0.2% | +6% | 64.4 |
| 144 |  $DRS | Leonardo DRS, Inc. | $512,040 | 0.2% | NEW | 66.9 |
| 145 | — | ISHARES TR - MSCI USA QLT FCT | $511,255 | 0.2% | +1% | — |
| 146 |  $PBA | PEMBINA PIPELINE CORP | $508,408 | 0.2% | +0% | — |
| 147 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | $502,367 | 0.2% | +86% | — |
| 148 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $494,944 | 0.2% | -0% | — |
| 149 |  $RTX | RTX Corp | $492,266 | 0.2% | -6% | 73.2 |
| 150 | — | ISHARES TR - CORE S&P500 ETF | $484,836 | 0.2% | -20% | — |
New Positions (43)
ETF SER SOLUTIONS - BAHL GA GROW ETF$2.7M
$ARLP ALLIANCE RESOURCE PARTNERS LP$1.2M$SNDK Sandisk Corp$1.2M$HCHL Happy City Holdings Ltd$1.0M$JDZG JIADE Ltd$1.0M$CRDO Credo Technology Group Holding Ltd$622,494 ISHARES TR - RUSSELL 2000 ETF$619,528
SPROTT FDS TR - COPPER MINER ETF$566,840
$DRS Leonardo DRS, Inc.$512,040 SPROTT FDS TR - SPROTT CRITICAL$397,789
CAMBRIA ETF TR - GLOBAL VALUE ETF$378,642
$NNE Nano Nuclear Energy Inc.$373,650
$CBRS Cerebras Systems Inc.$367,965 EA SERIES TRUST - FREEDOM 100 EM$362,094
$WDC WESTERN DIGITAL CORP$355,128Exited Positions (18)
PACER FDS TR
SPDR SERIES TRUST
PACER FDS TR
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$CRWV CoreWeave, Inc. SELECT SECTOR SPDR TR
$MCD MCDONALDS CORP ISHARES TR
$SHOP SHOPIFY INC. JANUS DETROIT STR TR
$BITB Bitwise Bitcoin ETF
$CRWD CrowdStrike Holdings, Inc. MORGAN STANLEY ETF TRUST
J P MORGAN EXCHANGE TRADED F
$KGC KINROSS GOLD CORPBrowse Top Institutional Investors
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