Arkolith/Funds/TCFG Investment Advisors, LLC

TCFG Investment Advisors, LLC

CIK 2121836
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

TCFG Investment Advisors, LLC holds a diversified book of 299 stocks worth $296.8M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Bahl & Gaynor Inc Growth ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2026 would be -3%. That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TCFG Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
128
existing
Trimmed
84
reduced
Sold out
18
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-2.5%
since May '26
Their reported book
+5.3%
held from quarter-end
S&P 500
+1.1%
same window
$10K$10K$10K$10K$10KMay '26May '26Jun '26Jun '26Jul '26Jul '26
TCFG Investment Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +5.3%, a 7.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning TCFG Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
27%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
24%
Materials
8%
Financials
5%
Consumer Discretionary
4%
Energy
2%
Utilities
2%
Industrials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

299 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$16.8M57.9K
5.6%
−1.8%
Reduced · −1K sh
2Nvidia Corporation
COM
$14.2M70.7K
4.8%
−6.7%
Reduced · −5K sh
3RBB FD Inc
F/M US TREASURY
$11.5M229.9K
3.9%
−23%
Reduced · −70K sh
4Amazon Com Inc
COM
$6.7M28.1K
2.3%
+0.9%
Added · +262 sh
5Franco Nev Corp
COM
$6.6M31.8K
2.2%
+10%
Added · +3K sh
6Advanced Micro Devices Inc
COM
$5.6M9.6K
1.9%
+0.6%
Added · +57 sh
7Vaneck ETF Trust
JUNIOR GOLD MINE
$5.5M56.0K
1.9%
+2.2%
Added · +1K sh
8First TR Exchange-Traded FD
NASDQ CLN EDGE
$5.3M27.4K
1.8%
+8.1%
Added · +2K sh
9Angel Oak Funds Trust
OAK ULTRASHORT
$5.2M102.7K
1.8%
−0.9%
Reduced · −977 sh
10Ea Series Trust
ALPHA ARCH 1-3
$4.3M36.7K
1.4%
−3.1%
Reduced · −1K sh
11Micron Technology Inc
COM
$4.2M3.6K
1.4%
+2.6%
Added · +91 sh
12Microsoft Corp
COM
$3.9M10.5K
1.3%
−4.4%
Reduced · −482 sh
13Agnico Eagle Mines Ltd
COM
$3.8M24.6K
1.3%
+3.5%
Added · +835 sh
14Alphabet Inc
CAP STK CL A
$3.6M10.2K
1.2%
+1.6%
Added · +163 sh
15First TR Exchange Traded FD
RISNG DIVD ACHIV
$3.3M41.3K
1.1%
~0%
Reduced · −20 sh
16Visa Inc
COM CL A
$3.0M8.9K
1.0%
−4.6%
Reduced · −430 sh
17First TR Exchange-Traded Alp
COM SHS
$3.0M21.5K
1.0%
−0.1%
Reduced · −17 sh
18Alphabet Inc
CAP STK CL C
$3.0M8.4K
1.0%
−1.9%
Reduced · −167 sh
19Wheaton Precious Metals Corp
COM
$2.9M25.9K
1.0%
Held
20Dimensional ETF Trust
US COR EQU 2 ETF
$2.9M64.7K
1.0%
+4.5%
Added · +3K sh
21First TR Exchange-Traded FD
CAP STRENGTH ETF
$2.8M30.3K
1.0%
−0.1%
Reduced · −25 sh
22Invesco Exch Traded FD TR II
S&P 500 REVENUE
$2.8M21.7K
0.9%
−0.2%
Reduced · −44 sh
23Dimensional ETF Trust
GLOBAL CR ETF
$2.7M49.9K
0.9%
+1.0%
Added · +475 sh
24ETF Ser Solutions
BAHL GA GROW ETF
$2.7M75.6K
0.9%
New
New position
25Broadcom Inc
COM
$2.6M6.8K
0.9%
+6.5%
Added · +411 sh
26Vaneck ETF Trust
RARE EAR STR ETF
$2.5M28.1K
0.8%
+3.1%
Added · +850 sh
27Enterprise Prods Partners L
COM
$2.3M63.6K
0.8%
+5.0%
Added · +3K sh
28Chevron Corporation
COM
$2.2M13.5K
0.8%
+0.3%
Added · +45 sh
29Invesco QQQ TR
UNIT SER 1
$2.0M2.8K
0.7%
+1.1%
Added · +30 sh
30Berkshire Hathaway Inc Del
CL B NEW
$2.0M4.0K
0.7%
−0.1%
Reduced · −5 sh
31First TR Exchange-Traded FD
COMMON SHS
$1.9M102.1K
0.6%
+0.1%
Added · +127 sh
32First TR Exchange-Traded FD
SHS
$1.9M38.8K
0.6%
−0.2%
Reduced · −65 sh
33Cameco Corp
COM
$1.9M18.2K
0.6%
+20%
Added · +3K sh
34Sprott Inc
COM NEW
$1.8M16.4K
0.6%
+6.7%
Added · +1K sh
35Capital Group Core Equity Et
SHS CREAT UNIT
$1.8M40.1K
0.6%
+1.6%
Added · +622 sh
36Nucor Corp
COM
$1.7M7.6K
0.6%
−0.8%
Reduced · −60 sh
37First TR Exchange-Traded FD
LNG DUR OPRTUN
$1.7M78.5K
0.6%
~0%
Added · +27 sh
38ALPS ETF TR
ALERIAN ENERGY
$1.7M43.3K
0.6%
+32%
Added · +10K sh
39Wisdomtree TR
DYNAMIC INTL EQT
$1.5M32.9K
0.5%
−1.3%
Reduced · −433 sh
40Hycroft Mining Holding Corp
CL A NEW
$1.5M65.4K
0.5%
+18%
Added · +10K sh
41First TR Exchng Traded FD VI
FT LADD BUFF ETF
$1.5M41.6K
0.5%
−0.4%
Reduced · −167 sh
42Kla Corp
COM NEW
$1.5M4.8K
0.5%
10×
Added · +4K sh
43Vaneck ETF Trust
SEMICONDUCTR ETF
$1.4M2.1K
0.5%
Held
44First TR Exchange Traded FD
NASD TECH DIV
$1.4M12.1K
0.5%
+0.1%
Added · +12 sh
45First TR Exchange-Traded FD
DJ GLBL DIVID
$1.4M43.2K
0.5%
+0.4%
Added · +171 sh
46Meta Platforms Inc
CL A
$1.4M2.4K
0.5%
−7.4%
Reduced · −192 sh
47First TR Exchange Traded FD
RBA INDL ETF
$1.4M10.2K
0.5%
+1.7%
Added · +172 sh
48Pacer FDS TR
TRENDP US LAR CP
$1.3M22.9K
0.5%
+7.0%
Added · +1K sh
49First TR Exchange-Traded Alp
COM SHS
$1.3M13.3K
0.4%
~0%
Reduced · −3 sh
50J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.3M22.7K
0.4%
+3.7%
Added · +809 sh
Showing 50 of 299 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 2026299$296.8M13F-HR
Q1 2026Mar 31, 2026May 6, 2026274$267.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.