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Manager record

TCFG Investment Advisors, LLC

Laguna Niguel, CA · CIK 2121836 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$292.66MReported 13F valueQ3 2026 · as filed
288Holdings listed
-1.4%vs prior quartervalue change includes market moves
3Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q1 2026 to Q3 2026Q1 2026: $267.5M$267.5MQ1 2026274 holdingsQ2 2026: $296.8M$296.8MQ2 2026299 holdingsQ3 2026: $292.7M$292.7MQ3 2026288 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$292.66M · 288 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$296.84M · 299 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$267.47M · 274 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology