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Portfolio (Quarterly) Guide ↗

TKG Advisors, LLC

· CIK 0001843275
13F Portfolio $288M AUM 94 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 49 Added 19 Reduced 10 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 9,245.0 $667K 0.23% +5K +133.0% $72.16 +5.0%
42 FIRST TR EXCHANGE-TRADED FD 28,602.0 $660K 0.23% +4K +14.2% $23.09
43 HAL HALLIBURTON CO Energy 17,506.0 $594K 0.21% +8K +88.3% $33.95 +9.2%
44 PLTR PALANTIR TECHNOLOGIES INC Technology 2,813.0 $328K 0.11% +657.0 +30.5% $116.67 +49.4%
45 VGT VANGUARD WORLD FD 2,736.0 $327K 0.11% +2K +651.6% $119.52 +1.5%
46 SIZE ISHARES TR 1,789.0 $319K 0.11% +86.0 +5.0% $178.28 +2.6%
47 IVLU ISHARES TR 7,552.0 $316K 0.11% +116.0 +1.6% $41.82 +7.5%
48 IMTM ISHARES TR 5,841.0 $312K 0.11% +128.0 +2.2% $53.33 +1.7%
49 GBIL GOLDMAN SACHS ETF TR 2,467.0 $247K 0.09% +143.0 +6.2% $100.16 -0.2%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.8%
Technology 27.9%
Industrials 11.6%
Utilities 5.2%
Healthcare 4.9%
Consumer Cyclical 4.9%
Energy 3.6%
Consumer Defensive 3.5%
Basic Materials 0.4%
Communication Services 0.2%