TCFG Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The report lists 288 total positions held by the firm.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Notable individual stock holdings include Apple Inc., with 19,330,364 shares; Amazon.com Inc., with 6,987,893 shares; and Microsoft Corporation, with 5,798,873 shares. The firm also holds significant positions in energy and industrial sectors, such as Kinder Morgan Inc. (1,175,940 shares) and Lockheed Martin Corp. (323,106 shares).
TCFG Investment Advisors utilizes a variety of ETFs to manage exposure across different asset classes. The filing indicates significant allocations to ETFs tracking the S&P 500, such as the iShares Core S&P 500 ETF and the First Trust Exchange-Traded Fund S&P 500 Equal Weight ETF. The firm also holds ETFs focused on specific sectors, including the First Trust NASDAQ-100 Equal Weight ETF and the Invesco Exchange-Traded Fund T S&P500 Quality ETF.
Other notable ETF positions include the iShares Gold Trust, the iShares Silver Trust, and the First Trust Nasdaq Clean Edge Green Energy Index Fund. The filing also lists a position in the First Trust Nasdaq Clean Edge Green Energy Index Fund.
