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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IMTM ISHARES TR 5,713.0 $274K 0.11% NEW $48.02 +9.9%
82 SIZE ISHARES TR 1,703.0 $272K 0.11% NEW $159.46 +10.1%
83 BUFR FIRST TR EXCHNG TRADED FD VI 7,792.0 $263K 0.11% $33.77 +7.9%
84 MTUM ISHARES TR 1,084.0 $260K 0.11% +91.0 +9.2% $239.99 +31.7%
85 VGT VANGUARD WORLD FD 364.0 $254K 0.10% +6.0 +1.7% $697.72 -83.0%
86 IVV ISHARES TR 366.0 $239K 0.10% -42.0 -10.3% $653.21 +16.0%
87 GBIL GOLDMAN SACHS ETF TR 2,324.0 $233K 0.10% -1K -39.1% $100.19 -0.0%
88 EEM ISHARES TR 3,852.0 $219K 0.09% $56.79 +20.6%
89 VB VANGUARD INDEX FDS 785.0 $206K 0.09% -7.0 -0.9% $261.92 +12.4%
Page 5 of 5  ·  89 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%