TCFG Investment Advisors, LLC

Est. AUM

$267.5M

13F long equity, this entity only

Positions

274

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.0M	58964	5.60%	SOLE
2	RBB FD INC	F/M US TREASURY	$15.0M	300070	5.59%	SOLE
3	NVIDIA CORPORATION	COM	$13.2M	75827	4.94%	SOLE
4	FRANCO NEV CORP	COM	$7.1M	28907	2.67%	SOLE
5	VANECK ETF TRUST	JUNIOR GOLD MINE	$6.6M	54816	2.46%	SOLE
6	AMAZON COM INC	COM	$5.8M	27857	2.17%	SOLE
7	ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$5.3M	103664	1.98%	SOLE
8	AGNICO EAGLE MINES LTD	COM	$4.8M	23770	1.80%	SOLE
9	EA SERIES TRUST	ALPHA ARCH 1-3	$4.4M	37849	1.65%	SOLE
10	EA SERIES TRUST	STRIVE ENHANCED	$4.3M	211159	1.60%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$4.1M	25351	1.55%	SOLE
12	MICROSOFT CORP	COM	$4.1M	11016	1.52%	SOLE
13	WHEATON PRECIOUS METALS CORP	COM	$3.4M	25921	1.27%	SOLE
14	ALPHABET INC	CAP STK CL A	$2.9M	10009	1.08%	SOLE
15	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.8M	41341	1.06%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.8M	30353	1.05%	SOLE
17	VISA INC	COM CL A	$2.8M	9290	1.05%	SOLE
18	CHEVRON CORPORATION	COM	$2.8M	13443	1.04%	SOLE
19	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$2.7M	49439	1.00%	SOLE
20	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.6M	21507	0.98%	SOLE
21	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$2.5M	21791	0.94%	SOLE
22	ALPHABET INC	CAP STK CL C	$2.4M	8530	0.91%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.4M	61887	0.90%	SOLE
24	VANECK ETF TRUST	RARE EARTH AND S	$2.4M	27297	0.90%	SOLE
25	ENTERPRISE PRODS PARTNERS L	COM	$2.3M	60604	0.86%	SOLE
26	SPROTT INC	COM NEW	$2.2M	15325	0.82%	SOLE
27	BROADCOM INC	COM	$2.0M	6341	0.73%	SOLE
28	HYCROFT MINING HOLDING CORP	CL A NEW	$1.9M	55405	0.73%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$1.9M	9543	0.73%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	3955	0.71%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$1.8M	38867	0.68%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	COMMON SHS	$1.8M	101940	0.68%	SOLE
33	ALPS ETF TR	ALERIAN MLP	$1.8M	34238	0.67%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.7M	78439	0.63%	SOLE
35	NETFLIX INC.	COM	$1.7M	17295	0.62%	SOLE
36	CAMECO CORP	COM	$1.6M	15115	0.61%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	11193	0.61%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$1.6M	2727	0.59%	SOLE
39	EXXON MOBIL CORP	COM	$1.5M	9126	0.58%	SOLE
40	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.5M	39483	0.57%	SOLE
41	META PLATFORMS INC	CL A	$1.5M	2598	0.56%	SOLE
42	WISDOMTREE TR	DYNAMIC INTL EQT	$1.5M	33303	0.55%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	41722	0.53%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$1.4M	43014	0.51%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	25716	0.49%	SOLE
46	NUCOR CORP	COM	$1.3M	7701	0.49%	SOLE
47	ALPS ETF TR	ALERIAN ENERGY	$1.3M	32908	0.47%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	21921	0.46%	SOLE
49	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.2M	13333	0.46%	SOLE
50	SPDR GOLD TR	GOLD SHS	$1.2M	2795	0.45%	SOLE

1–50 of 274

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.