Fund Holdings — TFB Advisors LLC

Total Portfolio Value
$191.02M
Total Bought
$9.36M
Total Sold
$176.46M
Net Transaction
-$167.10M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SPDR SERIES TRUST
ST STR BLO 1 ETF
2,44637,211+34,7652243,4101.79%+3,187
VANGUARD WHITEHALL FDS20,76524,566+3,8012,9803,6381.90%+658
VANGUARD WELLINGTON FD14,97317,741+2,7682,2572,7511.44%+494
EDISON INTL(EIX)05,839+5,83904270.22%+427
GLAUKOS CORP(GKOS)03,543+3,54303810.20%+381
LUMENTUM HLDGS INC(LITE)0502+50203530.18%+353
CIENA CORP(CIEN)0796+79603090.16%+309
ISHARES TR7,96211,721+3,7596599680.51%+308
ROCKET LAB CORP(RKLB)04,415+4,41502840.15%+284
VANGUARD WELLINGTON FD5,8036,925+1,1221,1101,3650.71%+255
MICRON TECHNOLOGY INC(MU)8491,471+6222424970.26%+255
PROTAGONIST THERAPEUTICS INC02,191+2,19102310.12%+231
TRUIST FINL CORP(TFC)04,758+4,75802190.11%+219
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
06,435+6,43502160.11%+216
WILLIAMS SONOMA INC(WSM)01,134+1,13402070.11%+207
ISHARES TR
HIGH YLD SYSTM B
42,02547,162+5,1371,9902,1941.15%+204
ARM HOLDINGS PLC3,5653,763+1983905690.30%+180
LUCID GROUP INC(LCID)018,400+18,40001750.09%+175
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,5926,389+7971,0711,2260.64%+155
NEXTPOWER INC3,2893,589+3002874330.23%+146
CATERPILLAR INC(CAT)1,2611,202-597228520.45%+129
SPDR SERIES TRUST
ST STR PR SP1500
10,30412,349+2,0458509760.51%+126
WISDOMTREE TR(WT)2,5703,370+8002403190.17%+79
AT&T INC(T)42,34538,183-4,1621,0521,1070.58%+55
SCHWAB STRATEGIC TR11,23611,833+5973083630.19%+55
ENTERPRISE PRODS PARTNERS L(EPD)7,6347,784+1502452950.15%+50
NOVA LTD(NVMI)2,1471,713-4347057440.39%+39
UNITED THERAPEUTICS CORP DEL(UTHR)2,7162,297-4191,3231,3620.71%+39
SPDR SERIES TRUST
ST BLOO HIGH ETF
20,04020,756+7161,9481,9871.04%+39
MONOLITHIC PWR SYS INC(MPWR)492442-504464830.25%+37
SPDR SERIES TRUST
ST STR R1K LOWV
2,4332,633+2003243530.18%+29
ISHARES TR
US MANUF ETF
11,42011,42003563810.20%+24
ASML HLDG NV
N Y REGISTRY SHS
496418-785315520.29%+21
SPDR INDEX SHS FDS
ST PORT MARK ETF
8,9879,421+4344214420.23%+21
VANGUARD BD INDEX FDS3,2213,471+2502512680.14%+17
WESTERN DIGITAL CORP(WDC)1,370935-4352362530.13%+17
BIOGEN INC(BIIB)2,4482,423-254314440.23%+13
CITIZENS FINL GROUP INC(CFG)4,2404,285+452482570.13%+9
SELECT SECTOR SPDR TR
ST STR REAL ETF
5,5495,54902242270.12%+3
COHEN & STEERS TOTAL RETURN(RFI)18,17318,17302012020.11%+2
TRADEWEB MKTS INC(TW)3,3543,009-3453613540.19%-7
GILEAD SCIENCES INC(GILD)2,7912,405-3863433350.18%-7
COSTCO WHOLESALE CORPORATION(COST)637543-945495410.28%-8
SELECTQUOTE INC(SLQT)10,5450-10,545150—-15
PEPSICO INC(PEP)1,9051,659-2462732580.13%-16
HEARTSCIENCES INC29,74029,740092750.04%-17
MERCK & CO INC(MRK)3,3972,824-5733583400.18%-18
VANGUARD WORLD FD
INDUSTRIAL ETF
1,2091,086-1233613390.18%-22
KLA CORP(KLAC)308236-723743470.18%-27
MCDONALDS CORP(MCD)1,6251,509-1164974690.25%-28
AMBEV SA(ABEV)11,6990-11,699290—-29
SHERWIN WILLIAMS CO(SHW)1,3411,258-834354030.21%-31
NEWMONT CORP(NEM)11,71410,509-1,2051,1701,1380.60%-32
ALTRIA GROUP INC(MO)8,8227,221-1,6015094770.25%-32
SNAP ON INC(SNA)1,025883-1423533210.17%-32
ISHARES TR
CORE MSCI EURO
7,3246,934-3905204870.26%-33
MARSH & MCLENNAN COS INC(MRSH)1,5301,434-962842490.13%-35
TAYLOR MORRISON HOME CORP6,3385,742-5963733340.18%-39
PILGRIMS PRIDE CORP(PPC)7,3166,441-8752852430.13%-42
COCA COLA CO(KO)6,2455,124-1,1214373900.20%-47
AMGEN INC(AMGN)2,6602,334-3268718210.43%-49
INGREDION INC(INGR)3,6463,129-5174023530.18%-49
ARCH CAP GROUP LTD
ORD
5,0624,418-6444864240.22%-61
VANGUARD WORLD FD
INF TECH ETF
626570-564723980.21%-74
VANGUARD BD INDEX FDS7,1876,202-9855324570.24%-76
ISHARES U S ETF TR
U.S. TECH INDEPD
4,1533,867-2864223420.18%-80
EVEREST GROUP LTD(EG)1,5551,369-1865284470.23%-80
BECTON DICKINSON & CO(BDX)1,6111,380-2313132170.11%-96
DISNEY WALT CO(DIS)3,4823,046-4363962940.15%-103
D R HORTON INC(DHI)3,2022,613-5894613590.19%-103
HEICO CORP NEW(HEI)1,4131,280-1334573510.18%-106
PHILIP MORRIS INTL INC(PM)2,1771,454-7233492400.13%-109
EXELIXIS INC(EXEL)16,93914,769-2,1707426330.33%-109
WALMART INC(WMT)2,8241,633-1,1913152030.11%-112
ISHARES TR
CORE UNIVRSL USD
10,8878,539-2,3485073940.21%-112
VANGUARD INDEX FDS16,86716,179-6884,3514,2382.22%-113
LLOYDS BANKING GROUP PLC(LYG)21,5240-21,5241140—-114
PROCORE TECHNOLOGIES INC(PCOR)5,4434,918-5253962800.15%-116
HARTFORD INSURANCE GROUP INC(HIG)5,6184,852-7667746560.34%-118
VANGUARD INTL EQUITY INDEX F2,9212,041-8804192980.16%-121
FIRST TR HIGH YIELD OPPRT 20(FTHY)99,88194,539-5,3421,4051,2790.67%-126
GOLDMAN SACHS GROUP INC(GS)429296-1333772500.13%-127
WESTERN ASSET HIGH YIELD OPP(HYI)91,32283,538-7,7841,0198920.47%-127
SERVICETITAN INC(TTAN)4,4225,403+9814713430.18%-128
VANGUARD STAR FDS5,7383,901-1,8374333010.16%-132
PROCTER & GAMBLE CO(PG)6,1475,184-9638817490.39%-132
SPDR SERIES TRUST
ST STR CONV ETF
8,2126,533-1,6797335980.31%-135
BOEING CO(BA)1,6271,094-5333532180.11%-136
ISHARES TR
CORE MSCI INTL
10,0268,262-1,7648276900.36%-136
EXXON MOBIL CORP3,1981,459-1,7393852480.13%-137
ISHARES INC10,3817,666-2,7155604200.22%-140
MGIC INVT CORP WIS(MTG)15,72312,167-3,5564593190.17%-140
NRG ENERGY INC(NRG)4,2833,645-6386825330.28%-149
VEEVA SYS INC(VEEV)3,4343,460+267676080.32%-159
UBER TECHNOLOGIES INC(UBER)4,9843,354-1,6304072410.13%-166
QUALCOMM INC(QCOM)2,5462,065-4814352660.14%-170
VANGUARD INTL EQUITY INDEX F9,3586,158-3,2005033330.17%-170
AFLAC INC(AFL)6,5935,060-1,5337275550.29%-172
NEUBERGER BERMAN ETF TRUST
DISRUPTERS ETF
24,36722,304-2,0638646840.36%-179
VERIZON COMMUNICATIONS INC(VZ)17,62710,698-6,9297185370.28%-181
Page 1 of 4
TFB Advisors LLC — 13F Holdings — Q1 2026 | TickerTrail