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Portfolio (Quarterly) Guide ↗

TFB Advisors LLC

· CIK 0001965201
13F Portfolio $227M AUM 196 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 190 New
Page 2 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 29,249.0 $2.3M 1.03% NEW $79.97 -1.0%
22 HYDB ISHARES TR 47,699.0 $2.2M 0.98% NEW $46.77 -1.1%
23 GOOG ALPHABET INC 6,077.0 $2.1M 0.95% NEW $353.33
24 MSFT MICROSOFT CORP Technology 5,722.0 $2.1M 0.94% NEW $373.02 +34.0%
25 VOT VANGUARD INDEX FDS 6,451.0 $2.0M 0.87% NEW $306.30 -2.0%
26 JNK SPDR SERIES TRUST 20,294.0 $2.0M 0.86% NEW $96.37 -1.1%
27 VFMO VANGUARD WELLINGTON FD 7,434.0 $1.9M 0.82% NEW $249.49 -7.9%
28 SHY ISHARES TR 22,307.0 $1.8M 0.81% NEW $82.11 -0.5%
29 VXF VANGUARD INDEX FDS 7,246.0 $1.8M 0.79% NEW $246.21 -1.4%
30 VUG VANGUARD INDEX FDS 20,358.0 $1.8M 0.77% NEW $86.14 +2.7%
31 AMD ADVANCED MICRO DEVICES INC Technology 2,945.0 $1.7M 0.75% NEW $580.91 -17.8%
32 AVGO BROADCOM INC Technology 4,356.0 $1.6M 0.72% NEW $377.75 -5.3%
33 VBK VANGUARD INDEX FDS 4,356.0 $1.6M 0.70% NEW $365.70 -4.4%
34 MU MICRON TECHNOLOGY INC Technology 1,342.0 $1.5M 0.68% NEW $1154.29 -11.9%
35 BERKSHIRE HATHAWAY INC DEL 3,023.0 $1.5M 0.67% NEW $500.39
36 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.66% NEW $748850.00
37 WDC WESTERN DIGITAL CORP Technology 2,259.0 $1.4M 0.64% NEW $638.72 -26.8%
38 IGIB ISHARES TR 24,872.0 $1.3M 0.58% NEW $53.17 -2.5%
39 FIRST TR HIGH YIELD OPPRT 20 94,539.0 $1.3M 0.57% NEW $13.70
40 SHYG ISHARES TR 30,084.0 $1.3M 0.56% NEW $42.41 -1.0%
Page 2 of 10  ·  190 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
Technology 38.4%
Financial Services 17.7%
Healthcare 11.3%
Communication Services 10.4%
Consumer Cyclical 8.1%
Industrials 5.4%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.5%
Energy 0.8%