account_balance

Investment manager · 13F filer · SEC CIK 2121836

TCFG Investment Advisors, LLC

Reported value$293Mas of Sep 30, 2026
Positions288 18 new, 29 sold out
Top 10 weight28.1%AAPL alone is 7%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 6.6% HeldNVDA NVIDIA Corp 5.4% Trimmed −2%FNV Franco Nevada Corp 2.7% Added +2%AMZN Amazon.com Inc 2.4% Held
GDXJ Vaneck ETF Trust 2.2% Held
AMD Advanced Micro Devices Inc 2.0% Held
GRID First Tr Exchange-Traded Fd 1.8% Added +8%
UYLD Angel Oak Funds Trust 1.7% Trimmed −2%
TBIL RBB Fd Inc 1.7% Trimmed −56%
MSFT Microsoft Corp 1.6% Trimmed −12%AEM Agnico Eagle Mines Ltd 1.5% Trimmed −3%
BOXX Ea Series Trust 1.4% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 17, 2026 filing
add_circleNew
  • DXUV $1.91M
  • PULS $916K
  • DXIV $583K
  • SKHY $517K
arrow_upwardAdded
arrow_downwardTrimmed
  • TBIL −56%
  • DGCB −24%
  • MSFT −12%
  • FYX −11%
remove_circleSold out
  • DUHP $1.06M
  • DFSV $1.03M
  • JDZG $1.01M
  • DRS $512K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist