—

TCFG Investment Advisors, LLC

Q2 2026 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    299

  • Value ($000)

    $296,837

  • Date Filed
    07/17/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$16.75M
6 %

57,894

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.16M
5 %

70,747

T
TBIL

RBB FD INC

F/M US TREASURY
74933W452
$11.46M
4 %

229,915

A
AMZN

AMAZON COM INC

COM
023135106
$6.7M
2 %

28,119

F
FNV

FRANCO NEV CORP

COM
351858105
$6.64M
2 %

31,848

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$5.58M
2 %

9,600

G
GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
92189F791
$5.51M
2 %

56,036

G
GRID

FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE
33737A108
$5.26M
2 %

27,410

U
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$5.24M
2 %

102,687

B
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.29M
1 %

36,659

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 299