TCFG Investment Advisors, LLC
All 13F Filings
- Location
- Laguna Niguel, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,837
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 299 | 296,837 | 13F-HR | TCFG Investment Advisors, LLC |
| Q1 2026 | 5/5/2026 | 274 | 267,471 | 13F-HR | TCFG Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 217 K | 73.4% | 18.52 K | 0 | 18.52 K |
| ETFs | 77.7 K | 26.3% | 10.84 K | 0 | 10.84 K |
| Debt | 884 | 0.3% | 0 | 116 | -116 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
296,837
Holdings
299
QoQ value change ($000)
29,366
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.