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Holders — by stockHoldings — by fund

TSFG, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1800513

$793,875

disclosed book value

891

positions

7.7%

largest position share

Positions, as of 2026-06-30

top 100 of 891 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IWFISHARES RUSSELL493,884$61,3257.7%
2DYNFISHARES U S898,053$61,0777.7%
3SPYVSTATE STREET932,631$56,6957.1%
4ABBVABBVIE INC134,486$33,8424.3%
5VOOVANGUARD S&P40,195$27,6073.5%
6IEMGISHARES CORE328,065$27,1773.4%
7BAIISHARES A I384,247$20,2572.6%
8SPABSTATE STREET745,412$19,0232.4%
9VTIVANGUARD TOTAL50,969$18,8612.4%
10AAPLAPPLE INC57,819$16,7302.1%
11FBNDFIDELITY TOTAL352,719$16,0452%
12SPTISTATE STREET561,689$15,9462%
13HDEFXTRACKERS491,833$15,8072%
14XLKSTATE STREET81,798$15,5842%
15SPYSTATE STREET19,505$14,5651.8%
16QQQINVESCO QQQ18,305$13,4801.7%
17NVDANVIDIA CORP62,761$12,5581.6%
18RDVYFIRST TRUST138,372$11,2161.4%
19SPYGSTATE STREET92,507$11,0071.4%
20ABTABBOTT LABORATORIES109,648$9,9491.3%
21AMZNAMAZON COM41,103$9,7961.2%
22IAGGISHARES CORE191,107$9,6701.2%
23ISHARES SYSTEMATIC338,847$9,5051.2%
24MTUMISHARES MSCI27,091$9,2881.2%
25CGCBCAPITAL GROUP334,948$8,7691.1%
26HFXINYLI FTSE221,907$8,4521.1%
27SPHQINVESCO S&P91,991$8,2881%
28BLCRISHARES LARGE160,956$8,1071%
29ITAISHARES AEROSPACE32,979$7,9951%
30THROISHARES U S167,713$7,2300.9%
31ITOTISHARES CORE42,893$7,0460.9%
32BUFRFIRST TRUST176,680$6,4540.8%
33IQDGWISDOMTREE INTL148,096$6,3800.8%
34EWEDWARDS LIFESCIENCES69,843$6,3180.8%
35SPMBSTATE STREET271,418$6,0550.8%
36VTVVANGUARD VALUE27,299$5,9490.7%
37GOOGALPHABET INC16,677$5,8920.7%
38IAUISHARES GOLD72,894$5,5040.7%
39TSLATESLA INC12,477$5,2480.7%
40GOVTISHARES U S223,459$5,0900.6%
41BINCISHARES FLEXIBLE89,668$4,6930.6%
42SMHVANECK SEMICONDUCTOR6,996$4,5890.6%
43BEBLOOM ENERGY14,734$4,4600.6%
44MSFTMICROSOFT CORP11,292$4,2120.5%
45LGOVFIRST TRUST195,116$4,1750.5%
46IDEFISHARES DEFENSE115,038$3,6560.5%
47VGTVANGUARD INFORMATION29,416$3,5160.4%
48VOVANGUARD MID43,391$3,4960.4%
49NOMURA FOCUSED40,427$2,9460.4%
50IEFAISHARES CORE30,396$2,9360.4%
51PWRDTCW TR20,738$2,5500.3%
52IVWISHARES S&P18,468$2,5400.3%
53BRK/BBERKSHIRE HATHAWAY4,658$2,3310.3%
54VOTVANGUARD MID7,515$2,3020.3%
55IVEISHARES S&P10,074$2,2880.3%
56IWBISHARES RUSSELL5,447$2,2310.3%
57CAHCARDINAL HEALTH9,020$2,1430.3%
58MDYSPDR S&P2,760$1,9410.2%
59RSPINVESCO S&P8,191$1,7430.2%
60WMTWALMART INC14,893$1,6870.2%
61VVVANGUARD LARGE4,828$1,6610.2%
62IWMISHARES RUSSELL5,329$1,6010.2%
63CVSCVS HEALTH15,006$1,5520.2%
64GOOGLALPHABET INC4,282$1,5300.2%
65EXMOCEXXON MOBIL10,889$1,4890.2%
66XLVSTATE STREET8,950$1,4200.2%
67GLDSPDR GOLD3,789$1,3960.2%
68IBITISHARES BITCOIN41,487$1,3810.2%
69BAXBAXTER INTL62,481$1,3320.2%
70XLFSTATE STREET24,437$1,3100.2%
71JPMJPMORGAN CHASE3,995$1,3080.2%
72IWPISHARES RUSSELL8,785$1,2860.2%
73VUGVANGUARD GROWTH14,753$1,2710.2%
74VIGVANGUARD DIVIDEND5,332$1,2620.2%
75CEGCONSTELLATION ENERGY4,723$1,1730.1%
76IWDISHARES RUSSELL4,809$1,1660.1%
77IJHISHARES CORE15,063$1,1620.1%
78LLYELI LILLY962$1,1530.1%
79COSTCOSTCO WHOLESALE1,215$1,1370.1%
80JQUAJPMORGAN US15,598$1,1270.1%
81GBTCGRAYSCALE BITCOIN24,592$1,1190.1%
82METAMETA PLATFORMS1,967$1,1080.1%
83SPDR RUSSELL7,596$1,0870.1%
84XLISTATE STREET5,849$1,0830.1%
85IVVISHARES CORE1,424$1,0660.1%
86AGGISHARES CORE10,668$1,0560.1%
87BILSTATE STREET10,937$1,0020.1%
88NFLXNETFLIX INC13,522$9650.1%
89TCAFT ROWE22,908$9420.1%
90INTCINTEL CORP6,527$9110.1%
91IUSBISHARES CORE19,473$8990.1%
92CRMSALESFORCE INC5,427$8500.1%
93MCDMCDONALDS CORP3,074$8310.1%
94GSGOLDMAN SACHS820$8290.1%
95VBKVANGUARD SMALL2,249$8220.1%
96QUALISHARES MSCI3,640$7990.1%
97FIRST TRUST9,839$7820.1%
98JNJJOHNSON & JOHNSON2,996$7610.1%
99AVEMAVANTIS EMERGING7,681$7410.1%
100CVXCHEVRON CORP4,462$7400.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.