Tsfg, LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$659K
Holdings
862
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DYNF
ISHARES U S
Q1 2026: Increased +1186.6% (18.6k → 239.4k shares)
7.3%
02
$SPYV
STATE STREET
Held since at least Q1 2024
6.7%
03
$IWF
ISHARES RUSSELL
Q4 2025: New position (1.1k shares)
5.4%
04
$IEMG
ISHARES CORE
Q1 2026: Increased +7.7% (225.5k → 243.0k shares)
4.9%
05
$ABBV
ABBVIE INC
Q1 2026: Increased +2480.4% (112 → 2.9k shares)
4.2%
06
$VOO
VANGUARD S&P
Q1 2026: Increased +0.8% (14.0k → 14.2k shares)
3.6%
07
$HDEF
XTRACKERS
Held since at least Q1 2024
2.7%
08
$VTI
VANGUARD TOTAL
Q1 2026: Increased +191.9% (640 → 1.9k shares)
2.5%
09
$AAPL
APPLE INC
Q1 2026: Sold 80.4% (195.5k → 38.3k shares)
2.2%
10
$BAI
ISHARES A I
Q1 2026: Increased +14.7% (169.0k → 193.8k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:16 UTC.