TFB Advisors LLC
TFB Advisors LLC is a registered investment adviser headquartered in Overland Park, Kansas. With approximately 35 employees (majority investors and brokers), the firm manages nearly $860 million in assets as of April 2025. Founded in Delaware, TFB Advisors primarily serves individual investors, including high net-worth clients, as well as a small share of pension/profit sharing plans, charitable organizations, and corporate accounts. The firm provides investment advisory services and portfolio management, leveraging its expertise in both public equities and ETFs.
Investment Strategy
TFB Advisors LLC focuses on discretionary portfolio management for a diverse client base. The firm invests extensively in large-cap U.S. equities and index ETFs, with significant positions in companies such as Nvidia, Microsoft, Apple, Amazon, and Alphabet. The investment approach is centered on broad diversification across leading sectors, prioritizing long-term growth and risk management. TFB customizes portfolios for individuals and corporations, using both passive vehicles (like VOO and MGK) and select active positions. The firm primarily serves U.S. clients, emphasizing transparency and high-touch client service.
Top Holdings
Equity Positions (330)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.20% | $19.8M | 34,930 | $447.60 | $568.03 | +$2.3M |
M MGK | VANGUARD WORLD FD | 4.13% | $15.8M | 43,069 | $260.98 | $366.17 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 3.12% | $11.9M | 75,328 | $60.61 | $157.99 | +$3.5M |
I IVV | ISHARES TR | 2.87% | $10.9M | 17,626 | $578.98 | $620.90 | +$5.0M |
M MGV | VANGUARD WORLD FD | 2.83% | $10.8M | 82,292 | $110.28 | $131.20 | -$89.1K |