TCFG Investment Advisors, LLC — 13F holdings

TCFG Investment Advisors, LLC reported 288 holdings worth $293M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. AAPL APPLE INC — $19.3M (6.6%)
2. NVDA NVIDIA CORPORATION — $15.8M (5.4%)
3. FNV FRANCO NEV CORP — $7.77M (2.7%)
4. AMZN AMAZON COM INC — $6.99M (2.4%)
5. GDXJ VANECK ETF TRUST — $6.30M (2.2%)
6. AMD ADVANCED MICRO DEVICES INC — $5.80M (2.0%)
7. GRID FIRST TR EXCHANGE TRADED FD — $5.26M (1.8%)
8. UYLD ANGEL OAK FUNDS TRUST — $5.11M (1.7%)
9. TBIL RBB FD INC — $5.01M (1.7%)
10. MSFT MICROSOFT CORP — $4.76M (1.6%)