—

TCFG Investment Advisors, LLC

Q1 2026 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    274

  • Value ($000)

    $267,471

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0002121836
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$14.96M
6 %

58,964

T
TBIL

RBB FD INC

F/M US TREASURY
74933W452
$14.96M
6 %

300,070

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.22M
5 %

75,827

F
FNV

FRANCO NEV CORP

COM
351858105
$7.14M
3 %

28,907

G
GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
92189F791
$6.58M
3 %

54,816

A
AMZN

AMAZON COM INC

COM
023135106
$5.8M
2 %

27,857

U
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$5.29M
2 %

103,664

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$4.82M
2 %

23,770

B
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.4M
2 %

37,849

B
BUXX

EA SERIES TRUST

STRIVE ENHANCED
02072L441
$4.27M
2 %

211,159

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 274