TKG Advisors, LLC

CIK: 0001843275Latest portfolio: $247.9M · Q4 2025

Holdings

90

Total Value

$247.9M

New Positions

90

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
32,304$22.0M8.88%NEW
2
VTVVANGUARD INDEX FDS
80,051$15.3M6.17%NEW
3
NDQINVESCO QQQ TR
17,400$10.7M4.31%NEW
4
NVDANVIDIA CORPORATION
47,660$8.9M3.58%NEW
5
BILSPDR SERIES TRUST
96,701$8.8M3.56%NEW
6
IBMINTERNATIONAL BUSINESS MACHS
27,958$8.3M3.34%NEW
7
MDYSPDR S&P MIDCAP 400 ETF TR
13,309$8.0M3.24%NEW
8
IJRISHARES TR
64,259$7.7M3.11%NEW
9
TRVCCITIGROUP INC
57,604$6.7M2.71%NEW
10
AXPAMERICAN EXPRESS CO
18,118$6.7M2.70%NEW
11
HIGHARTFORD INSURANCE GROUP INC
43,815$6.0M2.43%NEW
12
GILDGILEAD SCIENCES INC
46,526$5.7M2.30%NEW
13
ETRENTERGY CORP NEW
61,757$5.7M2.30%NEW
14
CGXUCAPITAL GROUP INTL FOCUS EQT
189,926$5.6M2.26%NEW
15
AMDADVANCED MICRO DEVICES INC
24,591$5.3M2.12%NEW
16
SPTMSPDR SERIES TRUST
63,571$5.2M2.12%NEW
17
SPLVINVESCO EXCH TRADED FD TR II
112,425$5.2M2.09%NEW
18
TTTRANE TECHNOLOGIES PLC
12,416$4.8M1.95%NEW
19
RSPNINVESCO EXCHANGE TRADED FD T
82,219$4.7M1.88%NEW
20
AMLPALPS ETF TR
92,002$4.3M1.74%NEW
21
KNGFIRST TR EXCHANGE-TRADED FD
87,511$4.3M1.73%NEW
22
MUMICRON TECHNOLOGY INC
11,542$3.3M1.33%NEW
23
JCIJOHNSON CTLS INTL PLC
26,221$3.1M1.27%NEW
24
CATCATERPILLAR INC
5,449$3.1M1.26%NEW
25
SETMSPROTT FDS TR
105,880$3.1M1.24%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.2028152898836802e+156T)
Technology0.0% ($8.888828152663294e+39T)
Industrials0.0% ($48323139312125075456.0T)
Unknown0.0% ($106896721.6T)
Healthcare0.0% ($5710305.3T)
Consumer Cyclical0.0% ($260116.0T)
Utilities0.0% ($57.1B)
Consumer Defensive0.0% ($29.0B)
Energy0.0% ($27.3B)
Communication Services0.0% ($619.6M)
Basic Materials0.0% ($362K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$247.9M91
Q3 2025Oct 28, 2025$233.5B0
Q2 2025Aug 6, 2025$223.3B89
Q1 2025Apr 28, 2025$202.8B86

Fund Information

CIK0001843275
Most Recent FilingJan 29, 2026
Number of Filings4

TKG Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $247.9M across 90 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 8.9% of the portfolio. Compared to the previous quarter, the fund opened 90 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.