TCFG Investment Advisors, LLC
All 13F Filings
- Location
- Laguna Niguel, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 292,663
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 288 | 292,663 | 13F-HR | TCFG Investment Advisors, LLC |
| 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 | 215.1 K | 73.8% | 0 | 1.892 K | -1.892 K |
| ETFs | 75.46 K | 25.9% | 0 | 2.232 K | -2.232 K |
| Debt | 865 | 0.3% | 0 | 19 | -19 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
292,663
Holdings
288
QoQ value change ($000)
-4,174
(-1.4%)
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.