Arkolith/Funds/TFB Advisors LLC

TFB Advisors LLC

CIK 1965201
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

TFB Advisors LLC holds a diversified book of 190 stocks worth $227.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Definium Therapeutics Inc and trimmed Vanguard Mega Cap Value ETF. Their largest long position is Vanguard S&P 500 ETF at 7% of the equity book.

Opened
19
bought for the first time
Added to
96
already held, bought more
Trimmed
61
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
48%

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

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
16%
Financials
5%
Health Care
4%
Consumer Discretionary
3%
Industrials
2%
Communication Services
2%
Materials
1%

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

Funds with the most overlap

Other tracked managers holding the same core names as TFB Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$539.7B
ROYAL BANK OF CANADA80 / 80$151.0B
RAYMOND JAMES FINANCIAL INC79 / 80$95.4B
LPL Financial LLC79 / 80$87.5B
ASSETMARK, INC79 / 80$33.3B
OSAIC HOLDINGS, INC.79 / 80$18.0B
Cetera Investment Advisers78 / 80$25.8B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$18.9B

Ranked by the share of each fund's own book sitting in the names it shares with TFB Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

190 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$16.7M24.3K
7.4%
+1.2%
Added · +284 sh
2Vanguard World FD
MEGA GRWTH IND
$9.8M111.7K
4.3%
+387%
Added · +89K sh
3Ishares TR
CORE S&P500 ETF
$9.5M12.7K
4.2%
+18%
Added · +2K sh
4Vanguard World FD
MEGA CAP VAL ETF
$6.9M42.2K
3.0%
−0.6%
Reduced · −243 sh
5Fidelity Merrimack STR TR
TOTAL BD ETF
$6.6M144.9K
2.9%
+3.3%
Added · +5K sh
6Ishares TR
CORE MSCI EAFE
$6.3M65.6K
2.8%
+1.5%
Added · +956 sh
7Invesco QQQ TR
UNIT SER 1
$5.4M7.3K
2.4%
+0.7%
Added · +48 sh
8Nvidia Corporation
COM
$5.4M26.8K
2.4%
+5.5%
Added · +1K sh
9Vanguard Index FDS
SMALL CP ETF
$4.9M16.1K
2.2%
−0.4%
Reduced · −71 sh
10Vanguard Whitehall FDS
HIGH DIV YLD
$4.7M29.8K
2.1%
+21%
Added · +5K sh
11Apple Inc
COM
$4.5M15.6K
2.0%
+0.8%
Added · +118 sh
12Vanguard Index FDS
MCAP VL IDXVIP
$4.0M20.1K
1.7%
+3.1%
Added · +598 sh
13Alphabet Inc
CAP STK CL A
$3.7M10.5K
1.6%
−1.4%
Reduced · −153 sh
14Amazon Com Inc
COM
$3.7M15.4K
1.6%
−0.1%
Reduced · −11 sh
15Vanguard Wellington FD
US MULTIFACTOR
$3.4M19.2K
1.5%
+8.3%
Added · +1K sh
16Vanguard Index FDS
TOTAL STK MKT
$3.0M8.2K
1.3%
−1.1%
Reduced · −94 sh
17Pimco ETF TR
ENHAN SHRT MA AC
$3.0M29.7K
1.3%
+1.3%
Added · +371 sh
18Vanguard Index FDS
SM CP VAL ETF
$2.9M12.0K
1.3%
−0.4%
Reduced · −49 sh
19SPDR Series Trust
ST STR BLO 1 ETF
$2.6M28.3K
1.1%
−24%
Reduced · −9K sh
20Ishares Inc
CORE MSCI EMKT
$2.6M31.2K
1.1%
−0.9%
Reduced · −291 sh
21Ishares TR
IBOXX HI YD ETF
$2.3M29.2K
1.0%
+1.3%
Added · +379 sh
22Ishares TR
HIGH YLD SYSTM B
$2.2M47.7K
1.0%
+1.1%
Added · +537 sh
23Alphabet Inc
CAP STK CL C
$2.1M6.1K
0.9%
−0.1%
Reduced · −7 sh
24Microsoft Corp
COM
$2.1M5.7K
0.9%
−9.7%
Reduced · −614 sh
25Vanguard Index FDS
MCAP GR IDXVIP
$2.0M6.5K
0.9%
−2.8%
Reduced · −189 sh
26SPDR Series Trust
ST BLOO HIGH ETF
$2.0M20.3K
0.9%
−2.2%
Reduced · −462 sh
27Vanguard Wellington FD
US MOMENTUM
$1.9M7.4K
0.8%
+7.3%
Added · +509 sh
28Ishares TR
1 3 YR TREAS BD
$1.8M22.3K
0.8%
+90%
Added · +11K sh
29Vanguard Index FDS
EXTEND MKT ETF
$1.8M7.2K
0.8%
−1.3%
Reduced · −93 sh
30Vanguard Index FDS
GROWTH ETF
$1.8M20.4K
0.8%
+490%
Added · +17K sh
31Advanced Micro Devices Inc
COM
$1.7M2.9K
0.8%
−7.2%
Reduced · −229 sh
32Broadcom Inc
COM
$1.6M4.4K
0.7%
+11%
Added · +429 sh
33Vanguard Index FDS
SML CP GRW ETF
$1.6M4.4K
0.7%
+0.1%
Added · +3 sh
34Micron Technology Inc
COM
$1.5M1.3K
0.7%
−8.8%
Reduced · −129 sh
35Berkshire Hathaway Inc Del
CL B NEW
$1.5M3.0K
0.7%
−4.4%
Reduced · −140 sh
36Berkshire Hathaway Inc Del
CL A
$1.5M2
0.7%
Held
37Western Digital Corp
COM
$1.4M2.3K
0.6%
+142%
Added · +1K sh
38Ishares TR
ISHS 5-10YR INVT
$1.3M24.9K
0.6%
~0%
Added · +9 sh
39First TR High Yield Opprt 20
COM
$1.3M94.5K
0.6%
Held
40Ishares TR
0-5YR HI YL CP
$1.3M30.1K
0.6%
+4.9%
Added · +1K sh
41Caterpillar Inc
COM
$1.3M1.2K
0.6%
−0.5%
Reduced · −6 sh
42United Therapeutics Corp Del
COM
$1.2M2.3K
0.5%
−0.8%
Reduced · −18 sh
43Ishares TR
3 7 YR TREAS BD
$1.2M10.5K
0.5%
+14%
Added · +1K sh
44Arm Holdings PLC
SPONSORED ADS
$1.2M3.4K
0.5%
−10.0%
Reduced · −376 sh
45Meta Platforms Inc
CL A
$1.2M2.1K
0.5%
−1.1%
Reduced · −24 sh
46Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.2M5.6K
0.5%
−13%
Reduced · −813 sh
47Schwab Strategic TR
US DIVIDEND EQ
$1.2M37.1K
0.5%
+213%
Added · +25K sh
48JPMorgan Chase & Co
COM
$1.2M3.6K
0.5%
+44%
Added · +1K sh
49Ishares TR
US TREAS BD ETF
$1.2M50.9K
0.5%
+12%
Added · +6K sh
50Vanguard Index FDS
VALUE ETF
$1.1M5.2K
0.5%
+5.5%
Added · +272 sh
Showing 50 of 190 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026190$227.0M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026180$191.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026307$358.0M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025308$343.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.