Fund Holdings

TFB Advisors LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST037,211+37,21103,410,0161.79%+3,410,016
VANGUARD WHITEHALL FDS024,566+24,56603,638,2841.90%+3,638,284
VANGUARD WELLINGTON FD017,741+17,74102,751,2481.44%+2,751,248
SPDR INDEX SHS FDS09,421+9,4210441,9380.23%+441,938
EDISON INTL(EIX)05,839+5,8390427,2980.22%+427,298
GLAUKOS CORP(GKOS)03,543+3,5430381,4390.20%+381,439
LUMENTUM HLDGS INC(LITE)0502+5020352,7860.18%+352,786
CIENA CORP(CIEN)0796+7960309,0310.16%+309,031
ISHARES TR011,721+11,7210967,8030.51%+967,803
ROCKET LAB CORP(RKLB)04,415+4,4150283,5310.15%+283,531
VANGUARD WELLINGTON FD06,925+6,92501,364,8630.71%+1,364,863
MICRON TECHNOLOGY INC(MU)01,471+1,4710496,9630.26%+496,963
PROTAGONIST THERAPEUTICS INC02,191+2,1910230,9310.12%+230,931
TRUIST FINL CORP(TFC)04,758+4,7580218,7250.11%+218,725
NEW YORK LIFE INVESTMENTS ET06,435+6,4350216,0870.11%+216,087
WILLIAMS SONOMA INC(WSM)01,134+1,1340206,7620.11%+206,762
ISHARES TR047,162+47,16202,193,9781.15%+2,193,978
ARM HOLDINGS PLC03,763+3,7630569,2670.30%+569,267
LUCID GROUP INC(LCID)018,400+18,4000175,3520.09%+175,352
INVESCO EXCHANGE TRADED FD T06,389+6,38901,226,1770.64%+1,226,177
NEXTPOWER INC03,589+3,5890432,6540.23%+432,654
CATERPILLAR INC(CAT)01,202+1,2020851,5690.45%+851,569
SPDR SERIES TRUST012,349+12,3490976,3120.51%+976,312
WISDOMTREE TR(WT)03,370+3,3700319,2400.17%+319,240
AT&T INC(T)038,183+38,18301,106,9250.58%+1,106,925
SCHWAB STRATEGIC TR011,833+11,8330363,0360.19%+363,036
ENTERPRISE PRODS PARTNERS L(EPD)07,784+7,7840294,5470.15%+294,547
NOVA LTD(NVMI)01,713+1,7130743,9220.39%+743,922
UNITED THERAPEUTICS CORP DEL(UTHR)02,297+2,29701,362,0750.71%+1,362,075
SPDR SERIES TRUST020,756+20,75601,986,7641.04%+1,986,764
MONOLITHIC PWR SYS INC(MPWR)0442+4420483,2610.25%+483,261
SPDR SERIES TRUST02,633+2,6330353,2700.18%+353,270
ISHARES TR011,420+11,4200380,5140.20%+380,514
ASML HLDG NV0418+4180552,1070.29%+552,107
VANGUARD BD INDEX FDS03,471+3,4710267,8920.14%+267,892
WESTERN DIGITAL CORP(WDC)0935+9350252,9080.13%+252,908
BIOGEN INC(BIIB)02,423+2,4230444,2090.23%+444,209
CITIZENS FINL GROUP INC(CFG)04,285+4,2850256,9710.13%+256,971
SELECT SECTOR SPDR TR05,549+5,5490226,5840.12%+226,584
COHEN & STEERS TOTAL RETURN018,173+18,1730202,4440.11%+202,444
TRADEWEB MKTS INC(TW)03,009+3,0090354,0390.19%+354,039
GILEAD SCIENCES INC(GILD)02,405+2,4050335,1850.18%+335,185
COSTCO WHOLESALE CORPORATION(COST)0543+5430541,0610.28%+541,061
SELECTQUOTE INC000000
PEPSICO INC(PEP)01,659+1,6590257,6260.13%+257,626
HEARTSCIENCES INC029,740+29,740074,7660.04%+74,766
MERCK & CO INC(MRK)02,824+2,8240339,6990.18%+339,699
VANGUARD WORLD FD01,086+1,0860339,0710.18%+339,071
KLA CORP(KLAC)0236+2360347,4890.18%+347,489
MCDONALDS CORP(MCD)01,509+1,5090468,9820.25%+468,982
AMBEV SA(ABEV)000000
SHERWIN WILLIAMS CO(SHW)01,258+1,2580403,2520.21%+403,252
NEWMONT CORP(NEM)010,509+10,50901,137,5990.60%+1,137,599
ALTRIA GROUP INC(MO)07,221+7,2210476,5140.25%+476,514
SNAP ON INC(SNA)0883+8830320,7230.17%+320,723
ISHARES TR06,934+6,9340487,2520.26%+487,252
MARSH & MCLENNAN COS INC(MRSH)01,434+1,4340248,7270.13%+248,727
TAYLOR MORRISON HOME CORP(TMHC)05,742+5,7420334,4140.18%+334,414
PILGRIMS PRIDE CORP(PPC)06,441+6,4410243,2120.13%+243,212
COCA COLA CO(KO)05,124+5,1240389,6800.20%+389,680
AMGEN INC(AMGN)02,334+2,3340821,2180.43%+821,218
INGREDION INC(INGR)03,129+3,1290352,5130.18%+352,513
ARCH CAP GROUP LTD04,418+4,4180424,0840.22%+424,084
VANGUARD WORLD FD0570+5700397,7000.21%+397,700
VANGUARD BD INDEX FDS06,202+6,2020456,7150.24%+456,715
ISHARES U S ETF TR03,867+3,8670341,7650.18%+341,765
EVEREST GROUP LTD(EG)01,369+1,3690447,4580.23%+447,458
BECTON DICKINSON & CO(BDX)01,380+1,3800216,9770.11%+216,977
DISNEY WALT CO(DIS)03,046+3,0460293,5730.15%+293,573
D R HORTON INC(DHI)02,613+2,6130358,5560.19%+358,556
HEICO CORP NEW(HEI)01,280+1,2800350,9760.18%+350,976
PHILIP MORRIS INTL INC(PM)01,454+1,4540240,4040.13%+240,404
EXELIXIS INC(EXEL)014,769+14,7690633,4420.33%+633,442
WALMART INC(WMT)01,633+1,6330202,9490.11%+202,949
ISHARES TR08,539+8,5390394,4160.21%+394,416
VANGUARD INDEX FDS016,179+16,17904,237,6612.22%+4,237,661
LLOYDS BANKING GROUP PLC(LYG)000000
PROCORE TECHNOLOGIES INC(PCOR)04,918+4,9180280,3260.15%+280,326
HARTFORD INSURANCE GROUP INC(HIG)04,852+4,8520656,1360.34%+656,136
VANGUARD INTL EQUITY INDEX F02,041+2,0410297,5570.16%+297,557
FIRST TR HIGH YIELD OPPRT 20094,539+94,53901,279,1130.67%+1,279,113
GOLDMAN SACHS GROUP INC(GS)0296+2960250,4130.13%+250,413
WESTERN ASSET HIGH YIELD OPP083,538+83,5380892,1860.47%+892,186
SERVICETITAN INC(TTAN)05,403+5,4030342,8740.18%+342,874
VANGUARD STAR FDS03,901+3,9010300,8060.16%+300,806
PROCTER & GAMBLE CO(PG)05,184+5,1840748,7770.39%+748,777
SPDR SERIES TRUST06,533+6,5330597,9000.31%+597,900
BOEING CO(BA)01,094+1,0940217,7390.11%+217,739
ISHARES TR08,262+8,2620690,4550.36%+690,455
EXXON MOBIL CORP(XOM)01,459+1,4590247,5340.13%+247,534
ISHARES INC07,666+7,6660420,0200.22%+420,020
MGIC INVT CORP WIS(MTG)012,167+12,1670319,3840.17%+319,384
NRG ENERGY INC(NRG)03,645+3,6450532,6800.28%+532,680
VEEVA SYS INC(VEEV)03,460+3,4600607,7840.32%+607,784
UBER TECHNOLOGIES INC(UBER)03,354+3,3540241,2530.13%+241,253
QUALCOMM INC(QCOM)02,065+2,0650265,9310.14%+265,931
VANGUARD INTL EQUITY INDEX F06,158+6,1580332,8400.17%+332,840
AFLAC INC(AFL)05,060+5,0600555,1330.29%+555,133
NEUBERGER BERMAN ETF TRUST022,304+22,3040684,4740.36%+684,474
VERIZON COMMUNICATIONS INC(VZ)010,698+10,6980537,0400.28%+537,040
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