Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TKG Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

TKG Advisors, LLC (CIK 1843275) reported $241.9M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($21.0M, 8.68%), VTV ($15.5M, 6.42%), BIL ($12.2M, 5.03%), QQQ ($10.0M, 4.14%), MDY ($8.2M, 3.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$21.0M8.68%32,270Trimmed
2VTVVANGUARD INDEX FDS$15.5M6.42%79,200Trimmed
3BILSPDR SERIES TRUST$12.2M5.03%132,821Added
4QQQINVESCO QQQ TR$10.0M4.14%17,341Trimmed
5MDYSTATE STR SPDR S&P MIDCAP 40$8.2M3.37%13,235Trimmed
6IJRISHARES TR$8.0M3.33%64,703Added
7ETRENTERGY CORP NEW$6.9M2.84%61,163Trimmed
8NVDANVIDIA CORPORATION$6.8M2.81%38,953Trimmed
9DOWDOW HLDGS INC$6.5M2.70%156,621New
10CCITIGROUP INC$6.5M2.67%57,049Trimmed
11HIGHARTFORD INSURANCE GROUP INC$6.0M2.47%44,119Added
12AXPAMERICAN EXPRESS CO$5.5M2.28%18,271Added
13CGXUCAPITAL GROUP INTL FOCUS EQT$5.5M2.28%187,084Trimmed
14JIVEJ P MORGAN EXCHANGE TRADED F$5.5M2.26%63,698Added
15TTTRANE TECHNOLOGIES PLC$5.3M2.18%12,674Added
16MUMICRON TECHNOLOGY INC$5.2M2.13%15,261Added
17AMLPALPS ETF TR$4.8M1.97%90,489Trimmed
18SPTMSPDR SERIES TRUST$4.6M1.88%57,615Trimmed
19KNGFIRST TR EXCHANGE-TRADED FD$4.3M1.78%88,388Added
20RSPNINVESCO EXCHANGE TRADED FD T$4.1M1.70%71,520Trimmed
21DELLDELL TECHNOLOGIES INC$3.6M1.48%21,792Added
22SETMSPROTT FDS TR$3.4M1.41%103,392Trimmed
23CIENCIENA CORP$3.2M1.34%8,356New
24CVXCHEVRON CORPORATION$3.2M1.34%15,642Trimmed
25CATCATERPILLAR INC$3.0M1.22%4,174Trimmed

Source: SEC Form 13F filings · as of 2026-03-31