TCFG WEALTH MANAGEMENT, LLC

CIK: 0001548059Latest portfolio: $256.0M · Q4 2025

Holdings

268

Total Value

$256.0M

New Positions

30

Closed Positions

65

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
59,662$16.2M6.34%-24,723
2
NVDANVIDIA CORPORATION
78,532$14.6M5.72%-2,135
3
GDXJVANECK ETF TRUST
82,964$9.4M3.69%+9K
4
AMZNAMAZON COM INC
27,439$6.3M2.47%-5,115
5
UYLDANGEL OAK FUNDS TRUST
106,114$5.4M2.12%-1,642
6
FNVFRANCO NEV CORP
25,304$5.2M2.05%+1K
7
MSFTMICROSOFT CORP
9,970$4.8M1.88%-101,019
8
GRIDFIRST TR EXCHANGE TRADED FD
29,457$4.5M1.76%+518
9
BOXXEA SERIES TRUST
37,614$4.3M1.69%-1,032
10
AEMAGNICO EAGLE MINES LTD
21,206$3.6M1.40%+500
11
VVISA INC
9,244$3.2M1.27%-28,802
12
WPMWHEATON PRECIOUS METALS CORP
26,291$3.1M1.21%+125
13
GOOGLALPHABET INC
9,783$3.1M1.20%-63,813
14
RDVYFIRST TR EXCHANGE TRADED FD
41,515$2.9M1.13%+492
15
GOOGALPHABET INC
8,672$2.7M1.06%-1,424
16
DGCBDIMENSIONAL ETF TRUST
49,710$2.7M1.05%-13,376
17
CEGCONSTELLATION ENERGY CORP
7,406$2.6M1.02%+60
18
DFACDIMENSIONAL ETF TRUST
64,225$2.5M0.99%-5,048
19
REMXVANECK ETF TRUST
34,287$2.5M0.99%-8,157
20
FEXFIRST TR EXCHANGE-TRADED ALP
21,306$2.5M0.99%-367
21
RWLINVESCO EXCH TRADED FD TR II
21,125$2.4M0.94%-122
22
CVXCHEVRON CORP NEW
15,353$2.3M0.91%-661
23
CCOCAMECO CORP
24,875$2.3M0.89%+2K
24
AVGOBROADCOM INC
6,092$2.1M0.82%-7,536
25
HPHELMERICH & PAYNE INC
72,508$2.1M0.81%-21,440

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CGCP49K+23K
AMLP33K+14K
KMI45K+13K
GDXJ83K+9K
CRWV9K+7K
PTLC22K+5K
RJR165K+4K
PSEC275K+3K
VNOM9K+3K
CGUS34K+3K

Decreased Positions

NameSharesChange
JEPI21K-810914
MINT5K-474629
IJS4K-428359
RPHS40K-404596
COWZ12K-374108
IWF1K-365470
IWD2K-319179
PHB12K-208893
MSIF15K-186722
QUAL2K-65568

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.621814646482021e+88T)
Unknown0.0% ($1.753167616471068e+41T)
Industrials0.0% ($9.406625304894725e+32T)
Energy0.0% ($2.33920791942123e+31T)
Communication Services0.0% ($3.0662721227517214e+21T)
Basic Materials0.0% ($5245359530891438080.0T)
Consumer Defensive0.0% ($937859641516401280.0T)
Consumer Cyclical0.0% ($6333933457419314.0T)
Utilities0.0% ($26161908.6T)
Healthcare0.0% ($806733.7T)
Real Estate0.0% ($449.3B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$256.0M268
Q3 2025Nov 18, 2025$242.2B303
Q2 2025Jul 23, 2025$220.8B259
Q1 2025Apr 17, 2025$199.2B238

Fund Information

CIK0001548059
Most Recent FilingFeb 13, 2026
Number of Filings4

TCFG WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $256.0M across 268 holdings. The largest position is APPLE INC (AAPL), representing 6.3% of the portfolio. Compared to the previous quarter, the fund opened 30 new positions and closed 65 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.