TCFG Investment Advisors
TCFG Investment Advisors reported 288 stocks worth $293M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (6.6%), NVDA (5.4%) and FNV (2.6%). Compared with Q2 2026, the fund opened new positions in DXUV, XOM and PULS, added to AAPL, FNV and GRID, trimmed NVDA, AMZN and GDXJ and sold out of JDZG, XOM and DRS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $19.3M | 6.6% | 58K | +152 (+0%) | 3 of 3 | |
| 2 |  NVDA Nvidia Corporation | $15.8M | 5.4% | 69K | −1,486 (−2%) | 3 of 3 | |
| 3 |  FNV Franco Nev Corp | $7.8M | 2.6% | 33K | +770 (+2%) | 3 of 3 | |
| 4 |  AMZN Amazon Com Inc | $7M | 2.4% | 28K | −72 (−0%) | 3 of 3 | |
| 5 |  GDXJ Vaneck Junior Gold | $6.3M | 2.1% | 55K | −785 (−1%) | 3 of 3 | |
| 6 |  AMD Advanced Micro Devices Inc | $5.8M | 2.0% | 9,479 | −121 (−1%) | 3 of 3 | |
| 7 |  GRID First TR Exchange Traded FD | $5.3M | 1.8% | 30K | +2,279 (+8%) | 3 of 3 | |
| 8 |  UYLD Angel Oak | $5.1M | 1.7% | 101K | −2,054 (−2%) | 3 of 3 | |
| 9 |  TBIL US Treasury 3 Month Bill | $5M | 1.7% | 100K | −129K (−56%) | 3 of 3 | |
| 10 |  MSFT Microsoft Corp | $4.8M | 1.6% | 9,287 | −1,247 (−12%) | 3 of 3 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.1M | 25K |
DIMENSIONAL ETF TRUST | $1M | 27K |
 JDZG Jiade Limited | $1M | 20K |
 XOM Exxon Mobil Corp | $909K | 6,649 |
 DRS Leonardo Drs Inc | $512K | 12K |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TCFG Investment Advisors 13F FAQ
What does TCFG Investment Advisors own?
TCFG Investment Advisors reported 288 stocks worth $293M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (6.6%), NVDA (5.4%) and FNV (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did TCFG Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 105 added to, 104 trimmed and 32 sold out. New positions include DXUV, XOM and PULS. It sold all of JDZG, XOM and DRS.
When will TCFG Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TCFG Investment Advisors's portfolio worth?
The Q3 2026 filing reports $293M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.