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TCM Advisors, LLC
TCM Advisors, LLC is an investment advisory firm headquartered in Martinsburg, West Virginia. It was founded in 2011 and appears to be affiliated with Taylor Capital Management. The firm primarily serves individual investors, including both high net worth and non-high net worth individuals, as well as pension and profit-sharing plans and some charitable organizations. As of 2025, TCM Advisors manages over $1 billion in assets and is registered with the SEC. The firm operates with a very small team, with reported employee count as low as one.
Investment Strategy
TCM Advisors, LLC primarily manages diversified investment portfolios for clients, reporting holdings in broad index ETFs such as IWM, DIA, and QQQ, as well as U.S. Treasuries and gold ETFs, reflecting a strategy that emphasizes both growth and risk management through major market and sector exposure. The firm retains a discretionary investment authority over client accounts and focuses on long-term growth and preservation of capital. Their approach targets a mix of asset classes, using broad-based ETFs and large-cap stocks to construct resilient portfolios for individuals and retirement plans.
Latest 13F Filing Activity
TCM Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions and 3 options positions with a total 13F market value of $1B. The fund increased holdings in Invesco QQQ TR, SPDR Series Trust, Abbvie Inc. among other positions. TCM Advisors, LLC reduced exposure to United Parcel Service Inc., International Business Machs, Walgreens Boots Alliance Inc. among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 3.22% | $34.8M | 63,101 | $391.44 | $551.64 | +$4.9M |
T TLT | ISHARES TR | 1.41% | $15.2M | 172,700 | $122.06 | $88.25 | +$2.4K |
G GLD | SPDR GOLD TR | 0.92% | $9.9M | 32,522 | $180.35 | $304.83 | +$550.9K |
B BIL | SPDR SERIES TRUST | 0.40% | $4.3M | 46,660 | $91.73 | $91.73 | +$4.0M |
I IYR | ISHARES TR | 0.29% | $3.1M | 32,600 | $109.47 | $94.77 | -$22.4K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IWM | ISHARES TR | Sold | Call | $801.2M | 37,127 | $215.79 | $217.30 | -3,795 | -$15.2M |
D DIA | SPDR DOW JONES INDL AVERAGE | Bought | Call | $156.5M | 3,551 | $440.65 | $423.61 | +100 | +$11.6M |
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $2.8M | 46 | $617.85 | $608.87 | +33 | +$2.1M |
Industry Allocation
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