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Portfolio (Quarterly) Guide ↗

TCFG Investment Advisors, LLC

· CIK 0002121836
13F Portfolio $267M AUM 274 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 274 New
Page 13 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NFLT ETFIS SER TR I 9,797.0 $223K 0.08% NEW $22.79 +0.5%
242 JMHI J P MORGAN EXCHANGE TRADED F 4,467.0 $223K 0.08% NEW $49.83 +1.0%
243 KO COCA COLA CO Consumer Defensive 2,919.0 $222K 0.08% NEW $76.06 +5.6%
244 DFGX DIMENSIONAL ETF TRUST 4,210.0 $221K 0.08% NEW $52.45 +2.0%
245 DFCF DIMENSIONAL ETF TRUST 5,207.0 $220K 0.08% NEW $42.22 -0.4%
246 DIA STATE STR SPDR DOW JONES IND Financial Services 472.0 $219K 0.08% NEW $463.02 +11.6%
247 CGUI CAPITAL GRP FIXED INCM ETF T 8,640.0 $218K 0.08% NEW $25.28 +0.2%
248 KGC KINROSS GOLD CORP Basic Materials 7,120.0 $217K 0.08% NEW $30.52 -18.1%
249 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,125.0 $217K 0.08% NEW $35.44 -12.7%
250 CI THE CIGNA GROUP Healthcare 813.0 $217K 0.08% NEW $266.86 +6.1%
251 HOOD ROBINHOOD MKTS INC Financial Services 3,126.0 $217K 0.08% NEW $69.30 +49.0%
252 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,270.0 $217K 0.08% NEW $95.41 -20.7%
253 NUBD NUSHARES ETF TR 9,680.0 $215K 0.08% NEW $22.20 -0.6%
254 VTV VANGUARD INDEX FDS 1,091.0 $214K 0.08% NEW $196.20 +10.8%
255 DVN DEVON ENERGY CORP NEW Energy 4,243.0 $213K 0.08% NEW $50.31 -13.8%
256 L LOEWS CORP Financial Services 2,000.0 $213K 0.08% NEW $106.74 +3.6%
257 EATON VANCE TAX-MANAGED BUY- 15,590.0 $213K 0.08% NEW $13.67
258 FNOV FIRST TR EXCHNG TRADED FD VI 3,975.0 $212K 0.08% NEW $53.40 +8.5%
259 WCN WASTE CONNECTIONS INC Industrials 1,292.0 $209K 0.08% NEW $162.02 -5.3%
260 HELO J P MORGAN EXCHANGE TRADED F 3,173.0 $203K 0.08% NEW $64.13 +4.8%
Page 13 of 14  ·  274 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 36.0%
Financial Services 14.0%
Basic Materials 13.9%
Energy 9.6%
Communication Services 8.1%
Consumer Cyclical 6.3%
Industrials 4.7%
Consumer Defensive 3.6%
Healthcare 2.3%
Utilities 1.5%