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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVLU ISHARES TR 7,552.0 $316K 0.11% +116.0 +1.6% $41.82 +7.5%
82 IMTM ISHARES TR 5,841.0 $312K 0.11% +128.0 +2.2% $53.33 +1.7%
83 BUFR FIRST TR EXCHNG TRADED FD VI 7,792.0 $285K 0.10% $36.53 +2.7%
84 EEM ISHARES TR 3,796.0 $260K 0.09% -56.0 -1.4% $68.41 +0.4%
85 CAH CARDINAL HEALTH INC Healthcare 1,050.0 $249K 0.09% NEW $237.48 +4.1%
86 GBIL GOLDMAN SACHS ETF TR 2,467.0 $247K 0.09% +143.0 +6.2% $100.16 -0.2%
87 VB VANGUARD INDEX FDS 785.0 $238K 0.08% $303.12 -1.0%
88 ASML ASML HLDG NV Technology 115.0 $229K 0.08% NEW $1989.44 -13.8%
89 CSCO CISCO SYS INC Technology 1,884.0 $221K 0.08% NEW $117.46 -7.0%
90 VO VANGUARD INDEX FDS 2,712.0 $219K 0.08% NEW $80.57 +2.1%
91 IVV ISHARES TR 284.0 $213K 0.07% -82.0 -22.4% $748.89 +3.3%
92 INTC INTEL CORP Technology 1,501.0 $210K 0.07% NEW $139.63 -31.4%
93 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,691.0 $206K 0.07% NEW $76.41 +10.7%
94 PG PROCTER & GAMBLE CO Consumer Defensive 1,401.0 $205K 0.07% -17K -92.5% $146.60 -0.1%
Page 5 of 5  ·  94 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%