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Filers›Holding Co.›TCFG Investment Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

TCFG Investment Advisors, LLC

TCFG Investment's holding co. based in New York, NY — $267M in tracked AUM across 274 positions as of Q1 2026.

TI
TCFG Investment·New York, NY·Holding Co.
CIK 0002121836 · last filed Mar 31, 2026
Total AUM
$267M
▼ 14.4%
vs prior
Holdings
274
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TCFG Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$15M59K5.6%
02
TBIL
RBB FD INC
$15M300K5.6%
03
NVDA
NVIDIA CORPORATION
$13M76K4.9%
04
FNV
FRANCO NEV CORP
$7M29K2.7%
05
GDXJ
VANECK ETF TRUST
$7M55K2.5%
06
AMZN
AMAZON COM INC
$6M28K2.2%
07
UYLD
ANGEL OAK FUNDS TRUST
$5M104K2.0%
08
AEM
AGNICO EAGLE MINES LTD
$5M24K1.8%
09
BOXX
EA SERIES TRUST
$4M38K1.6%
10
BUXX
EA SERIES TRUST
$4M211K1.6%

Filing history

Filing history loading…
AI Agent · grounded in TCFG
haiku-4-5 · 274 positions indexed
Sector mix
  • Tech49%
  • Health Care24%
  • Cons. Disc.14%
  • Communications6%
  • Industrials8%
  • Energy6%
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