TKG Advisors, LLC — 13F holdings

TKG Advisors, LLC reported 94 holdings worth $288M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $24.9M (8.6%)
2. BIL SPDR SERIES TRUST — $18.7M (6.5%)
3. VTV VANGUARD INDEX FDS — $17.7M (6.2%)
4. QQQ Invesco Qqq Tr — $13.0M (4.5%)
5. IJR ISHARES TR — $9.78M (3.4%)
6. MDY SPDR S&P MIDCAP 400 ETF TR — $9.59M (3.3%)
7. FTSM FIRST TR EXCHANGE-TRADED FD — $8.62M (3.0%)
8. C CITIGROUP INC — $7.77M (2.7%)
9. NVDA NVIDIA CORPORATION — $7.66M (2.7%)
10. GEV GE VERNOVA INC — $7.52M (2.6%)