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TSFG, LLC - Portfolio Stock Holdings

TSFG, LLC disclosed 922 stock positions in a recent SEC 13F filing. $793,686,518 of stock holdings were filed, with the largest holdings including IWF, DYNF, and SPYV. This filing represented positions held on June 30, 2026, and was filed on July 23, 2026.

We estimate the fund has a total AUM of $997,218,360 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

922

Est. Stock Holding Value:

$793,686,518

Top Stock Holdings By Sector

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Portfolio Stock Holdings - TSFG, LLC

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

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