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TCFG Investment Advisors, LLC - Portfolio Stock Holdings

TCFG Investment Advisors, LLC disclosed 312 stock positions in a recent SEC 13F filing. $293,428,256 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and TBIL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $639,411,822 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

312

Est. Stock Holding Value:

$293,428,256

Top Stock Holdings By Sector

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Portfolio Stock Holdings - TCFG Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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