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Portfolio (Quarterly) Guide ↗

TKG Advisors, LLC

· CIK 0001843275
13F Portfolio $242M AUM 89 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 27 Added 41 Reduced 9 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD INDEX FDS 785.0 $206K 0.09% -7.0 -0.9% $261.92 +12.5%
Page 3 of 3  ·  41 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 45.5%
Technology 17.9%
Industrials 11.7%
Basic Materials 6.7%
Healthcare 5.6%
Energy 4.3%
Consumer Defensive 3.7%
Consumer Cyclical 2.9%
Utilities 0.9%
Communication Services 0.8%