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TSFG

Latest statistics and disclosures from TSFG's latest quarterly 13F-HR filing:

Top 5 stock holdings are DYNF, SPYV, IWF, IEMG, ABBV, and represent 27.64% of TSFG's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$14M), IEMG (+$12M), RDVY (+$8.9M), BAI (+$5.6M), HDEF (+$5.3M), SPYV (+$5.0M), VOO, MTUM, XLK, XLG.
Started 47 new stock positions in EZBC, FG, NGD, FVRR, SOLS, OR, CANG, HSBC, MDLN, FNF.
Reduced shares in these 10 stocks: QUAL (-$7.2M), JQUA (-$5.2M), SPHQ, HFXI, IQDG, VTI, FLXR, PWRD, SPAB, SPTI.
Sold out of its positions in AMX, AMT, AMP, AME, ELV, ACHR, BB, Boxlight Corp, BTI, Cango Inc ads.
TSFG was a net buyer of stock by $42M.
TSFG has $670M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001800513

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Portfolio Holdings for TSFG

TSFG holds 856 positions in its portfolio as reported in the December 2025 quarterly 13F filing

TSFG has 856 total positions. Only the first 250 positions are shown.

Sign up to view all of the TSFG Dec. 31, 2025 positions
Download the TSFG December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S MF Closed and MF Open (DYNF)	7.5	$50M	+37%	826k	60.81	View chart
State Street MF Closed and MF Open (SPYV)	5.7	$38M	+15%	668k	56.81	View chart
Ishares Russell MF Closed and MF Open (IWF)	5.6	$38M	+3%	79k	473.30	View chart
Ishares Core MF Closed and MF Open (IEMG)	4.6	$31M	+64%	460k	67.22	View chart
Abbvie Common Stock (ABBV)	4.3	$29M		125k	228.49	View chart
Vanguard S&p MF Closed and MF Open (VOO)	3.7	$25M	+20%	39k	627.12	View chart
Vanguard Total MF Closed and MF Open (VTI)	2.6	$18M	-13%	53k	335.27	View chart
Apple Common Stock (AAPL)	2.4	$16M		58k	271.87	View chart
Xtrackers MF Closed and MF Open (HDEF)	2.2	$15M	+56%	476k	30.99	View chart
Invesco S&p MF Closed and MF Open (XLG)	2.2	$15M	+19%	247k	59.28	View chart
Abbott Laboratories Common Stock (ABT)	2.2	$15M	+2%	117k	125.29	View chart
Ishares A I MF Closed and MF Open (BAI)	2.0	$14M	+68%	410k	33.30	View chart
Ishares Gold Common Stock (IAU)	2.0	$14M	+10%	166k	81.17	View chart
State Street MF Closed and MF Open (SPTI)	2.0	$13M	-5%	466k	28.84	View chart
SPDR S&P MF Closed and MF Open (SPY)	2.0	$13M		19k	681.91	View chart
State Street MF Closed and MF Open (XLK)	1.8	$12M	+42%	85k	143.98	View chart
Nvidia Corp Common Stock (NVDA)	1.8	$12M		63k	186.50	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.6	$11M	-4%	18k	614.33	View chart
State Street MF Closed and MF Open (SPAB)	1.6	$11M	-10%	414k	25.75	View chart
Amazon Common Stock (AMZN)	1.4	$9.3M		41k	230.81	View chart
Ishares Msci MF Closed and MF Open (MTUM)	1.3	$8.9M	+80%	35k	250.32	View chart
First Trust MF Closed and MF Open (RDVY)	1.3	$8.9M	NEW	128k	69.47	View chart
Fidelity Total MF Closed and MF Open (FBND)	1.3	$8.4M	+16%	184k	46.04	View chart
Ishares Core MF Closed and MF Open (IAGG)	1.2	$8.3M	+17%	166k	50.01	View chart
Ishares Msci MF Closed and MF Open (QUAL)	1.2	$8.3M	-46%	42k	198.61	View chart
Ishares U S MF Closed and MF Open (THRO)	1.2	$7.9M	+18%	205k	38.56	View chart
Ishares Flexible MF Closed and MF Open (BINC)	1.2	$7.8M	+10%	148k	52.77	View chart
State Street MF Closed and MF Open (SPYG)	1.1	$7.6M	+3%	71k	106.70	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	1.0	$6.8M	-41%	90k	75.05	View chart
Capital Group MF Closed and MF Open (CGCB)	1.0	$6.5M	-8%	245k	26.52	View chart
Ishares Core MF Closed and MF Open (ITOT)	1.0	$6.5M		43k	148.69	View chart
Edwards Lifesciences Common Stock (EW)	0.9	$6.1M		71k	85.24	View chart
First Trust MF Closed and MF Open (LGOV)	0.8	$5.7M	+40%	260k	21.83	View chart
Tesla Common Stock (TSLA)	0.8	$5.6M		13k	449.72	View chart
State Street MF Closed and MF Open (SPMB)	0.8	$5.5M	+11%	244k	22.42	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.8	$5.3M	-6%	28k	190.99	View chart
Microsoft Corp Common Stock (MSFT)	0.8	$5.2M		11k	483.63	View chart
Alphabet Common Stock (GOOG)	0.8	$5.0M		16k	313.84	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.7	$5.0M	-51%	79k	63.17	View chart
Global X MF Closed and MF Open (SHLD)	0.7	$4.6M	+41%	72k	64.79	View chart
First Trust MF Closed and MF Open (BUFR)	0.6	$3.9M	+2%	114k	34.26	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.5	$3.5M	-10%	12k	290.23	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.4	$3.0M	+69%	14k	214.66	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.4	$2.9M	-4%	3.9k	753.79	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.4	$2.8M		14k	191.57	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.4	$2.5M	-16%	6.8k	360.16	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$2.5M		4.9k	502.66	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.4	$2.4M	-2%	8.5k	279.10	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$2.3M		19k	123.27	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$2.3M	+8%	25k	89.44	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.3	$2.1M	-21%	9.8k	212.04	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.3	$2.0M		5.5k	373.44	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.3	$2.0M	+19%	41k	49.65	View chart
TCW TR MF Closed and MF Open (PWRD)	0.3	$2.0M	-50%	21k	96.17	View chart
Cardinal Health Common Stock (CAH)	0.3	$1.9M	+7%	9.0k	205.53	View chart
Bluerock Private MF Closed and MF Open (BPRE)	0.3	$1.9M	NEW	124k	15.00	View chart
Salesforce Common Stock (CRM)	0.3	$1.8M	-3%	6.9k	264.93	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.3	$1.7M		25k	68.36	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.3	$1.7M	-6%	2.8k	603.17	View chart
Constellation Energy Common Stock (CEG)	0.2	$1.7M		4.7k	353.24	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.2	$1.6M	-15%	6.4k	246.11	View chart
Exxon Mobil Common Stock (XOM)	0.2	$1.5M	-2%	13k	120.34	View chart
Vanguard Large MF Closed and MF Open (VV)	0.2	$1.5M		4.8k	314.82	View chart
State Street MF Closed and MF Open (XLV)	0.2	$1.5M	-6%	9.8k	154.81	View chart
Walmart Common Stock (WMT)	0.2	$1.5M		13k	111.42	View chart
Spdr Gold Common Stock (GLD)	0.2	$1.4M		3.5k	396.22	View chart
Baxter Intl Common Stock (BAX)	0.2	$1.4M	-28%	72k	19.11	View chart
State Street MF Closed and MF Open (XLF)	0.2	$1.4M		25k	54.77	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$1.3M		4.1k	322.37	View chart
Meta Platforms Common Stock (META)	0.2	$1.3M	+6%	2.0k	659.77	View chart
Bloom Energy Common Stock (BE)	0.2	$1.3M	+18%	15k	86.86	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$1.3M		2.7k	487.93	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.2	$1.3M	+10%	13k	96.25	View chart
Cvs Health Common Stock (CVS)	0.2	$1.2M		15k	79.38	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.2M	-10%	8.8k	136.95	View chart
Alphabet Common Stock (GOOGL)	0.2	$1.2M		3.8k	312.86	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$1.2M	-4%	5.4k	219.73	View chart
Netflix Common Stock (NFLX)	0.2	$1.2M	+918%	12k	93.79	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$1.1M		6.2k	177.78	View chart
State Street MF Closed and MF Open (XLI)	0.2	$1.1M	-10%	7.1k	155.13	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$1.1M	-3%	11k	99.88	View chart
Spdr Russell MF Closed and MF Open (ONEV)	0.2	$1.1M	-12%	7.9k	133.14	View chart
Costco Wholesale Common Stock (COST)	0.2	$1.0M		1.2k	861.61	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$1.0M		16k	66.00	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$1.0M	-11%	4.8k	210.25	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$934k		3.1k	305.63	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$928k	-4%	20k	46.54	View chart
Invesco Buyback MF Closed and MF Open (PKW)	0.1	$873k		6.5k	134.27	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$864k	+28%	23k	38.21	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$854k	-5%	1.2k	684.84	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$840k		7.8k	107.06	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$782k		1.4k	566.67	View chart
Eli Lilly Common Stock (LLY)	0.1	$780k	+6%	726.00	1074.38	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.1	$679k		2.2k	301.91	View chart
State Street MF Closed and MF Open (BIL)	0.1	$676k	NEW	7.4k	91.44	View chart
Goldman Sachs Common Stock (GS)	0.1	$668k		759.00	880.11	View chart
Procter & Gamble Common Stock (PG)	0.1	$666k		4.6k	143.26	View chart
Chevron Corp Common Stock (CVX)	0.1	$658k		4.3k	152.42	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$635k		3.1k	207.04	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$614k		5.1k	120.11	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.1	$597k	-85%	14k	41.48	View chart
Snowflake Common Stock (SNOW)	0.1	$581k		2.7k	219.25	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.1	$566k		12k	48.74	View chart
Philip Morris Common Stock (PM)	0.1	$562k	+22%	3.5k	160.25	View chart
State Street MF Closed and MF Open (SDY)	0.1	$551k	+61%	4.0k	139.21	View chart
Wec Energy Common Stock (WEC)	0.1	$541k		5.1k	105.42	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$536k	-11%	11k	50.59	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.1	$524k	-58%	5.4k	96.18	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$524k		6.9k	75.49	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$519k	+20%	7.3k	71.47	View chart
Exelon Corp Common Stock (EXC)	0.1	$517k		12k	43.62	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$508k		2.4k	211.84	View chart
Ford Motor Common Stock (F)	0.1	$495k	-17%	38k	13.11	View chart
Ishares Intl MF Closed and MF Open (BIDD)	0.1	$489k	-2%	17k	28.82	View chart
First Trust MF Closed and MF Open (FSIG)	0.1	$488k		25k	19.19	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$478k		17k	27.41	View chart
Cintas Corp Common Stock (CTAS)	0.1	$451k		2.4k	187.92	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$450k	+28%	4.2k	106.71	View chart
Rambus Common Stock (RMBS)	0.1	$446k		4.9k	91.85	View chart
Strategy Common Stock (MSTR)	0.1	$428k	+64%	2.8k	151.88	View chart
Vistra Corp Common Stock (VST)	0.1	$421k		2.6k	161.36	View chart
Cisco Systems Common Stock (CSCO)	0.1	$420k		5.5k	77.04	View chart
Invesco S&p MF Closed and MF Open (RSPS)	0.1	$418k		14k	29.03	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.1	$418k	-89%	13k	32.45	View chart
Sempra Common Stock (SRE)	0.1	$412k	+3%	4.7k	88.34	View chart
State Street MF Closed and MF Open (XLE)	0.1	$409k	+94%	9.1k	44.74	View chart
Bank America Common Stock (BAC)	0.1	$400k		7.3k	54.98	View chart
Oracle Corp Common Stock (ORCL)	0.1	$393k		2.0k	195.04	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$389k	-2%	3.2k	121.75	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.1	$388k	+9%	3.9k	98.60	View chart
Walt Disney Common Stock (DIS)	0.1	$376k		3.3k	113.80	View chart
State Street MF Closed and MF Open (LGLV)	0.1	$370k		2.1k	175.52	View chart
Ishares Core MF Closed and MF Open (ILTB)	0.1	$364k		7.3k	49.77	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$360k		4.3k	84.29	View chart
Pepsico Common Stock (PEP)	0.1	$358k	-2%	2.5k	143.66	View chart
State Street MF Closed and MF Open (XLY)	0.1	$349k	+100%	2.9k	119.52	View chart
Altria Group Common Stock (MO)	0.1	$347k		6.0k	57.69	View chart
Honeywell Intl Common Stock (HON)	0.1	$344k		1.8k	195.23	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$342k		6.2k	54.75	View chart
Uber Technologies Common Stock (UBER)	0.1	$335k	+13%	4.1k	81.77	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$329k		1.9k	177.45	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.0	$329k	-15%	4.5k	72.66	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.0	$324k	-13%	2.7k	119.16	View chart
Mckesson Corp Common Stock (MCK)	0.0	$318k		388.00	819.59	View chart
Shopify Common Stock (SHOP)	0.0	$314k		2.0k	161.03	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$312k		3.2k	96.06	View chart
Lpl Financial Common Stock (LPLA)	0.0	$309k		866.00	356.81	View chart
Pentair Common Stock (PNR)	0.0	$307k		2.9k	104.14	View chart
First Trust MF Closed and MF Open (AIRR)	0.0	$298k	+56%	3.0k	98.25	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.0	$290k	-20%	3.1k	94.22	View chart
At&t Common Stock (T)	0.0	$265k	+3%	11k	24.87	View chart
Home Depot Common Stock (HD)	0.0	$264k		768.00	343.75	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$262k		911.00	287.60	View chart
Sherwin Williams Common Stock (SHW)	0.0	$258k		795.00	324.53	View chart
State Street MF Closed and MF Open (SPSM)	0.0	$255k	-4%	5.4k	46.86	View chart
Visa Common Stock (V)	0.0	$242k		689.00	351.23	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$238k	-38%	789.00	301.65	View chart
Illinois Tool Common Stock (ITW)	0.0	$238k		968.00	245.87	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$237k		392.00	604.59	View chart
Woodward Common Stock (WWD)	0.0	$233k		772.00	301.81	View chart
Deere & Co Common Stock (DE)	0.0	$233k		501.00	465.07	View chart
Principal Financial Common Stock (PFG)	0.0	$227k		2.6k	88.33	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.0	$224k	-6%	4.6k	48.19	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$224k		1.6k	140.79	View chart
Rtx Corp Common Stock (RTX)	0.0	$220k		1.2k	183.03	View chart
Allstate Corp Common Stock (ALL)	0.0	$219k		1.1k	207.98	View chart
Wintrust Financial Common Stock (WTFC)	0.0	$218k		1.6k	139.74	View chart
Axon Enterprise Common Stock (AXON)	0.0	$207k		365.00	567.12	View chart
Coinbase Global Common Stock (COIN)	0.0	$206k		910.00	226.37	View chart
Coca Cola Company Common Stock (KO)	0.0	$205k		2.9k	69.80	View chart
Waste Management Common Stock (WM)	0.0	$199k		904.00	220.13	View chart
Marriott Intl Common Stock (MAR)	0.0	$197k		635.00	310.24	View chart
Ishares Global MF Closed and MF Open (IOO)	0.0	$190k		1.5k	126.67	View chart
Morgan Stanley Common Stock (MS)	0.0	$190k		1.1k	178.07	View chart
Ast Spacemobile Common Stock (ASTS)	0.0	$190k	+91%	2.6k	72.52	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$190k		4.9k	38.78	View chart
Citigroup Common Stock (C)	0.0	$189k		1.6k	116.74	View chart
Dell Technologies Common Stock (DELL)	0.0	$188k		1.5k	125.92	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$184k	+3%	2.9k	62.52	View chart
Intel Corp Common Stock (INTC)	0.0	$183k		5.0k	36.90	View chart
Advanced Micro Common Stock (AMD)	0.0	$182k		852.00	213.62	View chart
General Motors Common Stock (GM)	0.0	$182k	+5%	2.2k	81.21	View chart
Merck & Company Common Stock (MRK)	0.0	$176k	-5%	1.7k	105.01	View chart
Vanguard Long MF Closed and MF Open (VGLT)	0.0	$175k	-11%	3.1k	55.75	View chart
Brookfield Renewable Common Stock (BEPC)	0.0	$174k		4.5k	38.44	View chart
General Dynamics Common Stock (GD)	0.0	$170k		505.00	336.63	View chart
Lockheed Martin Common Stock (LMT)	0.0	$168k	-15%	347.00	484.15	View chart
Robinhood Markets Common Stock (HOOD)	0.0	$167k	+211%	1.5k	113.37	View chart
Capital One Common Stock (COF)	0.0	$167k		687.00	243.09	View chart
Caterpillar Common Stock (CAT)	0.0	$167k	+14%	292.00	571.92	View chart
Nuveen P MF Closed and MF Open (JPC)	0.0	$164k		20k	8.11	View chart
Nvent Electric Common Stock (NVT)	0.0	$162k		1.6k	101.89	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$162k		492.00	329.27	View chart
Ppg Industries Common Stock (PPG)	0.0	$161k	-8%	1.6k	102.35	View chart
Tractor Supply Common Stock (TSCO)	0.0	$160k		3.2k	49.94	View chart
American Electric Common Stock (AEP)	0.0	$160k		1.4k	115.44	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$160k	+14%	3.9k	41.18	View chart
Gilead Sciences Common Stock (GILD)	0.0	$159k		1.3k	122.50	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$156k		606.00	257.43	View chart
Marvell Technology Common Stock (MRVL)	0.0	$155k	-2%	1.8k	84.98	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.0	$155k		400.00	387.50	View chart
Rocket Lab Common Stock (RKLB)	0.0	$152k		2.2k	69.89	View chart
Boeing Company Common Stock (BA)	0.0	$152k	-17%	699.00	217.45	View chart
BP Common Stock (BP)	0.0	$151k	+3%	4.3k	34.74	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.0	$148k		12k	12.85	View chart
Ge Aerospace Common Stock (GE)	0.0	$147k	+16%	478.00	307.53	View chart
Diamondback Energy Common Stock (FANG)	0.0	$147k		981.00	149.85	View chart
Becton Dickinson Common Stock (BDX)	0.0	$146k	+3%	751.00	194.41	View chart
Conocophillips Common Stock (COP)	0.0	$142k		1.5k	93.48	View chart
Invesco Intl MF Closed and MF Open (PID)	0.0	$142k		6.5k	22.02	View chart
Intl Business Common Stock (IBM)	0.0	$141k		477.00	295.60	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$140k		972.00	144.03	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$140k		832.00	168.27	View chart
Old Second Common Stock (OSBC)	0.0	$139k		7.1k	19.51	View chart
State Street MF Closed and MF Open (XLP)	0.0	$137k	-2%	1.8k	77.93	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$135k		1.3k	103.85	View chart
Mondelez International Common Stock (MDLZ)	0.0	$134k		2.5k	53.86	View chart
State Street MF Closed and MF Open (SPTS)	0.0	$130k	-9%	4.5k	29.18	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$129k	+3%	1.8k	71.31	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.0	$128k		2.7k	46.72	View chart
Draftkings Common Stock (DKNG)	0.0	$128k		3.7k	34.56	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$127k	+9%	418.00	303.83	View chart
Ishares Silver Common Stock (SLV)	0.0	$126k		2.0k	64.62	View chart
Phillips Edison Common Stock (PECO)	0.0	$125k		3.5k	35.49	View chart
Vanguard Consumer MF Closed and MF Open (VCR)	0.0	$124k		314.00	394.90	View chart
Takeda Pharmaceutical Common Stock (TAK)	0.0	$121k	-51%	7.7k	15.64	View chart
Pfizer Common Stock (PFE)	0.0	$121k	-3%	4.9k	24.91	View chart
Curtiss Wright Corp De Common Stock (CW)	0.0	$120k		217.00	553.00	View chart
Ishares Global MF Closed and MF Open (IGF)	0.0	$120k		2.0k	61.51	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$118k		2.3k	50.45	View chart
Wells Fargo Common Stock (WFC)	0.0	$115k	-2%	1.2k	92.82	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$114k	-12%	3.5k	32.64	View chart
Ishares High MF Closed and MF Open (HIMU)	0.0	$113k	+3%	2.3k	48.58	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$113k	-79%	1.3k	84.08	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.0	$113k		4.7k	24.23	View chart
Vanguard Long MF Closed and MF Open (VCLT)	0.0	$112k		1.5k	75.88	View chart
Ishares Msci MF Closed and MF Open (EEMV)	0.0	$109k		1.7k	64.08	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$109k		2.5k	44.31	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.0	$108k	+2%	426.00	253.52	View chart
Amgen Common Stock (AMGN)	0.0	$107k		328.00	326.22	View chart
Shell Common Stock (SHEL)	0.0	$106k		1.4k	73.82	View chart
Nextera Energy Common Stock (NEE)	0.0	$105k		1.3k	80.58	View chart
Ishares Morningstar MF Closed and MF Open (ILCB)	0.0	$105k		1.1k	94.68	View chart
Verizon Communications Common Stock (VZ)	0.0	$104k	-17%	2.5k	40.90	View chart
Entergy Corp Common Stock (ETR)	0.0	$103k		1.1k	92.13	View chart
Wisdomtree Japan MF Closed and MF Open (DXJ)	0.0	$102k		710.00	143.66	View chart
Grainger W W Common Stock (GWW)	0.0	$102k		101.00	1009.90	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.0	$102k		316.00	322.78	View chart
Ishares Systematic MF Closed and MF Open (SYSB)	0.0	$102k	NEW	1.1k	90.11	View chart
Astrazeneca Common Stock	0.0	$102k	-2%	1.1k	92.22	View chart

Past Filings by TSFG

SEC 13F filings are viewable for TSFG going back to 2019

TSFG 2025 Q4 filed Feb. 4, 2026
TSFG 2025 Q3 filed Nov. 4, 2025
TSFG 2025 Q2 filed Aug. 5, 2025
TSFG 2025 Q1 filed April 24, 2025
TSFG 2024 Q4 filed Jan. 13, 2025
TSFG 2024 Q3 filed Oct. 15, 2024
TSFG 2024 Q2 filed July 16, 2024
TSFG 2024 Q1 filed April 16, 2024
TSFG 2023 Q4 filed Jan. 24, 2024
TSFG 2023 Q3 filed Oct. 10, 2023
TSFG 2023 Q2 filed July 10, 2023
TSFG 2023 Q1 filed April 21, 2023
TSFG 2022 Q4 filed Jan. 19, 2023
TSFG 2022 Q3 filed Oct. 20, 2022
TSFG 2022 Q2 filed July 13, 2022
TSFG 2022 Q1 filed April 25, 2022

View all past filings

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