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TSFG, LLC

Q2 2026 13F filing

Updated 49 days ago

891 disclosed positions worth $793.9M

Portfolio value
$793.9M
Total holdings
891
New positions
68
Closed positions
43
Increased
251
Decreased
123
Turnover
12.5%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES RUSSELL

+495.3%
Value
$61.3M
Shares
493.9K
% Port
7.72%
E

ISHARES U S

+8.9%
Value
$61.1M
Shares
898.1K
% Port
7.69%
S

STATE STREET

+19.6%
Value
$56.7M
Shares
932.6K
% Port
7.14%
A

ABBVIE INC

+5.3%
Value
$33.8M
Shares
134.5K
% Port
4.26%
V

VANGUARD S&P

+0.3%
Value
$27.6M
Shares
40.2K
% Port
3.48%
E

ISHARES CORE

-29.1%
Value
$27.2M
Shares
328.1K
% Port
3.42%
?
7.N/A

ISHARES A I

-10.3%
Value
$20.3M
Shares
384.2K
% Port
2.55%
S

STATE STREET

+77.7%
Value
$19M
Shares
745.4K
% Port
2.40%
V

VANGUARD TOTAL

-2.0%
Value
$18.9M
Shares
51.0K
% Port
2.38%
A
10.AAPL

APPLE INC

+0.9%
Value
$16.7M
Shares
57.8K
% Port
2.11%
?
11.N/A

FIDELITY TOTAL

+82.1%
Value
$16M
Shares
352.7K
% Port
2.02%
S

STATE STREET

+16.1%
Value
$15.9M
Shares
561.7K
% Port
2.01%
?
13.N/A

XTRACKERS

-12.0%
Value
$15.8M
Shares
491.8K
% Port
1.99%
S

STATE STREET

-3.9%
Value
$15.6M
Shares
81.8K
% Port
1.96%
S
15.SPY

STATE STREET

-0.6%
Value
$14.6M
Shares
19.5K
% Port
1.83%
Q
16.QQQ

INVESCO QQQ

+3.4%
Value
$13.5M
Shares
18.3K
% Port
1.70%
N
17.NVDA

NVIDIA CORP

-1.6%
Value
$12.6M
Shares
62.8K
% Port
1.58%
F
18.FPF

FIRST TRUST

+3.3%
Value
$11.2M
Shares
138.4K
% Port
1.41%
S

STATE STREET

+29.8%
Value
$11M
Shares
92.5K
% Port
1.39%
A
20.ABT

ABBOTT LABORATORIES

-3.2%
Value
$9.9M
Shares
109.6K
% Port
1.25%
A
21.AMZN

AMAZON COM

+0.8%
Value
$9.8M
Shares
41.1K
% Port
1.23%
?
22.N/A

ISHARES CORE

+10.4%
Value
$9.7M
Shares
191.1K
% Port
1.22%
?
23.N/A

ISHARES SYSTEMATIC

Value
$9.5M
Shares
338.8K
% Port
1.20%
?
24.N/A

ISHARES MSCI

-27.9%
Value
$9.3M
Shares
27.1K
% Port
1.17%
C

CAPITAL GROUP

+34.1%
Value
$8.8M
Shares
334.9K
% Port
1.10%
?
26.N/A

NYLI FTSE

+499.7%
Value
$8.5M
Shares
221.9K
% Port
1.06%
E
27.ETHA

INVESCO S&P

-0.4%
Value
$8.3M
Shares
92.0K
% Port
1.04%
?
28.N/A

ISHARES LARGE

Value
$8.1M
Shares
161.0K
% Port
1.02%
?
29.N/A

ISHARES AEROSPACE

+133.8%
Value
$8M
Shares
33.0K
% Port
1.01%
?
30.N/A

ISHARES U S

-23.7%
Value
$7.2M
Shares
167.7K
% Port
0.91%
E
31.ETHA

ISHARES CORE

-0.4%
Value
$7M
Shares
42.9K
% Port
0.89%
F
32.FPF

FIRST TRUST

+53.8%
Value
$6.5M
Shares
176.7K
% Port
0.81%
B
33.BTCW

WISDOMTREE INTL

+932.8%
Value
$6.4M
Shares
148.1K
% Port
0.80%
E
34.EW

EDWARDS LIFESCIENCES

-1.4%
Value
$6.3M
Shares
69.8K
% Port
0.80%
S

STATE STREET

+9.7%
Value
$6.1M
Shares
271.4K
% Port
0.76%
V
36.VGES

VANGUARD VALUE

-0.4%
Value
$5.9M
Shares
27.3K
% Port
0.75%
G

ALPHABET INC

+1.4%
Value
$5.9M
Shares
16.7K
% Port
0.74%
I
38.IAU

ISHARES GOLD

-49.4%
Value
$5.5M
Shares
72.9K
% Port
0.69%
T
39.TSLA

TESLA INC

-0.2%
Value
$5.2M
Shares
12.5K
% Port
0.66%
?
40.N/A

ISHARES U S

+135.3%
Value
$5.1M
Shares
223.5K
% Port
0.64%
E
41.ETHA

ISHARES FLEXIBLE

-39.9%
Value
$4.7M
Shares
89.7K
% Port
0.59%
H
42.HODL

VANECK SEMICONDUCTOR

+2.5%
Value
$4.6M
Shares
7.0K
% Port
0.58%
B
43.BE

BLOOM ENERGY

-0.8%
Value
$4.5M
Shares
14.7K
% Port
0.56%
M
44.MSFT

MICROSOFT CORP

+0.3%
Value
$4.2M
Shares
11.3K
% Port
0.53%
F
45.FPF

FIRST TRUST

-26.2%
Value
$4.2M
Shares
195.1K
% Port
0.53%
?
46.N/A

ISHARES DEFENSE

Value
$3.7M
Shares
115.0K
% Port
0.46%
V
47.VGES

VANGUARD INFORMATION

+700.0%
Value
$3.5M
Shares
29.4K
% Port
0.44%
V
48.VGES

VANGUARD MID

+289.3%
Value
$3.5M
Shares
43.4K
% Port
0.44%
?
49.N/A

NOMURA FOCUSED

Value
$2.9M
Shares
40.4K
% Port
0.37%
E
50.ETHA

ISHARES CORE

+19.4%
Value
$2.9M
Shares
30.4K
% Port
0.37%