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Tcfg Wealth Management

Latest statistics and disclosures from Tcfg Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, GDXJ, AMZN, UYLD, and represent 19.50% of Tcfg Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GDXJ, FTCS, DGCB, REMX, QQQ, LEU, HP, BITO, GDMN, MP.
Started 35 new stock positions in CRWV, RDDT, INTC, LEU, KGC, MSIF, GOEX, EUFN, J P Morgan Exchange Traded F, XLC.
Reduced shares in these 10 stocks: Viper Energy, DFAC, CTA, VZ, NEM, , CEF, ALB.PA, , TTD.
Sold out of its positions in ENFR, CCL, LNG, KO, DFGP, EQX, FSIG, FSMB, AGG, SHV.
Tcfg Wealth Management was a net buyer of stock by $11M.
Tcfg Wealth Management has $255M in assets under management (AUM), dropping by 15.27%.
Central Index Key (CIK): 0001548059

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Portfolio Holdings for Tcfg Wealth Management

Tcfg Wealth Management holds 262 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.1	$16M	-2%	61k	254.63	View chart
NVIDIA Corporation (NVDA)	5.9	$15M		81k	186.58	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	2.9	$7.3M	+164%	74k	99.03	View chart
Amazon (AMZN)	2.4	$6.2M		28k	219.57	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	2.2	$5.5M		108k	51.15	View chart
Microsoft Corporation (MSFT)	2.1	$5.4M		10k	517.96	View chart
Franco-Nevada Corporation (FNV)	2.1	$5.3M		24k	222.91	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.7	$4.4M	-4%	39k	113.86	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.7	$4.4M	+6%	29k	151.08	View chart
Oklo Com Cl A (OKLO)	1.4	$3.5M	+13%	32k	111.63	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.4	$3.5M	+470%	63k	55.45	View chart
Agnico (AEM)	1.4	$3.5M	-2%	21k	168.56	View chart
Visa Com Cl A (V)	1.2	$3.2M		9.3k	341.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.2	$3.0M	NEW	32k	93.64	View chart
Wheaton Precious Metals Corp (WPM)	1.1	$2.9M		26k	111.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$2.8M	-2%	41k	67.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$2.7M	-34%	69k	38.57	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$2.5M		22k	116.82	View chart
Chevron Corporation (CVX)	1.0	$2.5M		16k	155.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.5M		10k	243.15	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.5M		10k	243.55	View chart
Constellation Energy (CEG)	0.9	$2.4M	+2%	7.3k	329.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.9	$2.4M		21k	110.66	View chart
Broadcom (AVGO)	0.8	$2.1M	+8%	6.3k	329.92	View chart
Helmerich & Payne (HP)	0.8	$2.1M	+85%	94k	22.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.0M	-8%	3.9k	502.74	View chart
Cameco Corporation (CCJ)	0.7	$1.9M	-2%	23k	83.86	View chart
Enterprise Products Partners (EPD)	0.7	$1.9M	-2%	60k	31.27	View chart
Meta Platforms Cl A (META)	0.7	$1.9M	-6%	2.6k	734.38	View chart
Mp Materials Corp Com Cl A (MP)	0.7	$1.9M	+54%	28k	67.07	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.7	$1.9M	NEW	28k	65.84	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$1.8M		40k	46.24	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.8M	-11%	10k	182.42	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.7	$1.7M		78k	21.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.7M	NEW	2.8k	600.35	View chart
First Tr Exchange-traded Common Shs (FDD)	0.7	$1.7M		103k	16.15	View chart
Tesla Motors (TSLA)	0.6	$1.6M	-9%	3.7k	445.23	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.6M	+32%	14k	112.75	View chart
Applovin Corp Com Cl A (APP)	0.6	$1.5M	+73%	2.1k	718.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$1.5M		44k	33.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$1.5M	+56%	25k	57.45	View chart
Advanced Micro Devices (AMD)	0.6	$1.4M		8.9k	161.79	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.5	$1.4M	+3%	33k	41.92	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.5	$1.4M	+11%	46k	30.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$1.2M	+15%	31k	39.54	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$1.2M		42k	28.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.2M		21k	56.93	View chart
Centrus Energy Corp Cl A (LEU)	0.5	$1.2M	NEW	3.8k	310.07	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$1.2M		12k	98.59	View chart
Sprott Asset Management Physical Silver (PSLV)	0.5	$1.2M		75k	15.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$1.2M	+9%	23k	49.79	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$1.2M		14k	83.32	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$1.1M		27k	43.41	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.4	$1.1M		28k	40.19	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.1M	+8%	23k	49.31	View chart
Sprott Com New (SII)	0.4	$1.1M	+31%	13k	83.14	View chart
Proshares Tr Bitcoin Etf (BITO)	0.4	$1.1M	+332%	55k	19.68	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	-10%	1.2k	925.75	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.1M		23k	45.84	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.4	$1.1M		29k	36.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.0M		1.6k	666.11	View chart
Nucor Corporation (NUE)	0.4	$1.0M		7.7k	135.43	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M	-5%	3.3k	315.43	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.0M		27k	37.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.0M	-13%	2.9k	355.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$986k		1.6k	612.25	View chart
Oracle Corporation (ORCL)	0.4	$985k		3.5k	281.24	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$981k	-20%	10k	96.68	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.4	$976k		61k	16.04	View chart
Carlisle Companies (CSL)	0.4	$968k		2.9k	328.96	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$959k	-2%	29k	32.79	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.4	$952k	+45%	17k	54.76	View chart
Procter & Gamble Company (PG)	0.4	$931k		6.1k	153.65	View chart
Kinder Morgan (KMI)	0.4	$908k	+5%	32k	28.31	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$908k	-20%	19k	46.93	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.3	$883k		23k	38.29	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.3	$872k	-2%	8.8k	99.52	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$858k	-7%	27k	31.84	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$827k	-13%	32k	25.98	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$824k	-58%	30k	27.97	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.3	$797k		7.3k	108.98	View chart
Home Depot (HD)	0.3	$786k	-12%	1.9k	405.08	View chart
Eaton Corp SHS (ETN)	0.3	$779k	+10%	2.1k	374.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$767k		13k	57.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$761k		2.7k	281.86	View chart
Johnson & Johnson (JNJ)	0.3	$759k	+3%	4.1k	185.40	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Prospect Capital Corporation (PSEC)	0.3	$749k		272k	2.75	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.3	$746k		4.4k	167.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$736k	+19%	10k	72.77	View chart
Verizon Communications (VZ)	0.3	$730k	-60%	17k	43.95	View chart
Pacer Fds Tr Amercn Enrgy Ind (USAI)	0.3	$719k		18k	39.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$689k		2.1k	326.36	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.3	$682k	NEW	8.6k	79.47	View chart
Uber Technologies (UBER)	0.3	$669k	+7%	6.8k	97.97	View chart
Mastercard Incorporated Cl A (MA)	0.3	$658k	+3%	1.2k	569.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$652k		1.4k	469.96	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.3	$637k		16k	39.94	View chart
Capital Group International SHS (CGIC)	0.2	$632k	+15%	21k	30.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$630k	+4%	2.3k	279.33	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$623k		16k	39.62	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$619k	-9%	16k	38.02	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$616k	-22%	14k	44.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$611k	NEW	34k	18.24	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$601k	+3%	4.0k	148.61	View chart
Global X Fds Global X Gold Ex (GOEX)	0.2	$596k	NEW	8.8k	67.93	View chart
Walt Disney Company (DIS)	0.2	$593k	+3%	5.2k	114.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$590k		13k	44.58	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$589k	NEW	8.4k	70.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$586k	NEW	26k	22.72	View chart
Merck & Co (MRK)	0.2	$585k		7.0k	83.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$575k	+5%	5.2k	111.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$572k	+31%	13k	43.92	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$563k	-7%	21k	26.94	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$561k	-2%	3.4k	166.17	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$560k		13k	44.42	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.2	$559k		22k	25.29	View chart
Devon Energy Corporation (DVN)	0.2	$556k	-14%	16k	35.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$545k		2.7k	203.75	View chart
Ge Vernova (GEV)	0.2	$545k	+9%	886.00	614.90	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$539k	+24%	21k	25.85	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$529k		7.2k	73.29	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$524k	+4%	44k	11.99	View chart
Enbridge (ENB)	0.2	$523k		10k	50.47	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$519k	+35%	3.6k	143.18	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$515k	NEW	14k	35.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$515k		2.6k	194.70	View chart
Axon Enterprise (AXON)	0.2	$512k	-8%	713.00	717.64	View chart
Kla Corp Com New (KLAC)	0.2	$510k	-6%	473.00	1078.60	View chart
Altria (MO)	0.2	$508k		7.7k	66.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$507k		1.1k	479.61	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.2	$504k		9.0k	55.89	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$503k		29k	17.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$503k	+4%	5.0k	100.35	View chart
Ge Aerospace Com New (GE)	0.2	$499k	+4%	1.7k	300.75	View chart
Bwx Technologies (BWXT)	0.2	$496k		2.7k	184.37	View chart
Wal-Mart Stores (WMT)	0.2	$490k	+6%	4.8k	103.05	View chart
Caterpillar (CAT)	0.2	$482k	-12%	1.0k	477.07	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.2	$478k		8.6k	55.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$477k		6.0k	79.93	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$476k	-40%	9.5k	50.00	View chart
Bank of America Corporation (BAC)	0.2	$471k		9.1k	51.59	View chart
Eli Lilly & Co. (LLY)	0.2	$471k	-25%	617.00	762.66	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$460k	-45%	16k	29.32	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$457k		3.6k	125.41	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.2	$453k	-57%	12k	37.88	View chart
Pembina Pipeline Corp (PBA)	0.2	$451k	+9%	11k	40.46	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.2	$445k	+7%	40k	11.10	View chart
Raytheon Technologies Corp (RTX)	0.2	$437k	NEW	2.6k	167.34	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$435k	-4%	340.00	1280.00	View chart
Micron Technology (MU)	0.2	$435k	+53%	2.6k	167.36	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$431k	-2%	8.4k	51.18	View chart
Palo Alto Networks (PANW)	0.2	$425k	+15%	2.1k	203.62	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$423k	-59%	12k	36.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$411k		2.4k	170.83	View chart
Jackson Financial Com Cl A (JXN)	0.2	$411k	-6%	4.1k	101.23	View chart
Boeing Company (BA)	0.2	$410k	-4%	1.9k	215.81	View chart
Pepsi (PEP)	0.2	$408k	-30%	2.9k	140.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$408k		832.00	490.38	View chart
Netflix (NFLX)	0.2	$408k	-23%	340.00	1198.92	View chart
Stryker Corporation (SYK)	0.2	$403k	+2%	1.1k	369.65	View chart
Parker-Hannifin Corporation (PH)	0.2	$399k	-6%	526.00	758.15	View chart
Strategy Cl A New (MSTR)	0.2	$394k	+4%	1.2k	322.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$393k		1.5k	256.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$393k	-2%	3.5k	111.21	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$389k	NEW	5.0k	77.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$388k	NEW	7.3k	53.03	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$384k		6.9k	55.83	View chart
At&t (T)	0.2	$383k	-6%	14k	28.22	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$381k	+3%	1.8k	209.27	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$380k	-3%	10k	36.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$379k		565.00	670.68	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.1	$378k		18k	21.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$369k		12k	32.07	View chart
Coreweave Com Cl A (CRWV)	0.1	$369k	NEW	2.7k	136.85	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$368k	-6%	10k	36.30	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$366k	NEW	11k	34.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$366k		6.1k	59.91	View chart
Arista Networks Com Shs (ANET)	0.1	$360k	NEW	2.5k	145.71	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$357k		20k	17.77	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$356k		9.7k	36.81	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$353k	NEW	3.0k	118.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$347k	-33%	4.2k	82.88	View chart
Kinross Gold Corp (KGC)	0.1	$338k	NEW	14k	24.85	View chart
Super Micro Computer Com New (SMCI)	0.1	$337k	+3%	7.0k	47.94	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$332k		5.5k	60.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$329k		7.4k	44.20	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$324k	NEW	2.4k	132.58	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$322k		3.1k	103.35	View chart
Morgan Stanley Com New (MS)	0.1	$322k	+17%	2.0k	158.96	View chart
Kraft Heinz (KHC)	0.1	$320k		12k	26.04	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$319k	-4%	11k	30.40	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$317k	-4%	2.0k	160.69	View chart
Valero Energy Corporation (VLO)	0.1	$315k		1.8k	170.26	View chart
First Tr Exchange-traded A Shs Issued Frst (FAB)	0.1	$314k	-2%	3.6k	87.26	View chart
McDonald's Corporation (MCD)	0.1	$310k	-10%	1.0k	303.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$309k	-17%	8.6k	35.69	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$308k	NEW	3.0k	101.92	View chart
Realty Income (O)	0.1	$293k	-28%	4.8k	60.79	View chart
MercadoLibre (MELI)	0.1	$290k	-7%	124.00	2336.94	View chart
Celestica (CLS)	0.1	$285k	NEW	1.2k	246.17	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$284k		4.1k	68.85	View chart
Vici Pptys (VICI)	0.1	$280k		8.6k	32.61	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$279k	NEW	1.6k	178.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$275k	+2%	3.7k	73.39	View chart
Ford Motor Company (F)	0.1	$273k	-4%	23k	11.96	View chart
Ryder System (R)	0.1	$272k	-29%	1.4k	188.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$266k		532.00	499.47	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$264k	NEW	2.8k	95.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$264k	-2%	5.7k	46.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$263k	NEW	3.4k	78.09	View chart
Amgen (AMGN)	0.1	$262k	-7%	928.00	282.39	View chart
Vistra Energy (VST)	0.1	$261k		1.3k	195.93	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$259k		50k	5.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$252k		8.7k	29.11	View chart
Oneok (OKE)	0.1	$252k	NEW	3.4k	72.98	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$246k	-50%	6.8k	36.00	View chart
Bank First National Corporation (BFC)	0.1	$245k		2.0k	121.31	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$242k		1.5k	160.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.1	$242k	+8%	8.0k	30.22	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$241k		17k	14.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$240k		4.5k	53.24	View chart
Metropcs Communications (TMUS)	0.1	$239k	+5%	999.00	239.38	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.1	$239k	NEW	4.6k	51.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$237k	NEW	722.00	327.97	View chart
Cigna Corp (CI)	0.1	$236k	+4%	817.00	288.40	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$235k		2.6k	89.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$234k		4.4k	52.89	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$232k	+4%	12k	18.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$231k	-3%	8.5k	27.30	View chart
Viper Energy Cl A (VNOM)	0.1	$231k	NEW	6.1k	38.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$227k	-3%	4.5k	50.78	View chart
Waste Connections (WCN)	0.1	$227k		1.3k	175.91	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$226k		9.8k	23.11	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$224k	+2%	8.3k	26.81	View chart
Reddit Cl A (RDDT)	0.1	$219k	NEW	950.00	229.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$218k	-31%	471.00	463.55	View chart
Msc Income Fund (MSIF)	0.1	$217k	NEW	17k	12.94	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$217k		9.7k	22.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$217k		4.3k	50.54	View chart
Servicenow (NOW)	0.1	$216k	-10%	235.00	920.28	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$215k	-23%	4.5k	48.19	View chart
Kroger (KR)	0.1	$215k	-5%	3.2k	67.41	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$208k	-21%	3.9k	53.96	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$207k	NEW	9.3k	22.34	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$205k	NEW	3.1k	65.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$204k	-21%	4.8k	42.76	View chart
Intel Corporation (INTC)	0.1	$204k	NEW	6.1k	33.55	View chart
Emerson Electric (EMR)	0.1	$203k		1.5k	131.18	View chart
Loews Corporation (L)	0.1	$201k	NEW	2.0k	100.39	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.1	$192k	+7%	22k	8.61	View chart
Fs Kkr Capital Corp (FSK)	0.1	$190k	+3%	13k	14.93	View chart
Stereotaxis Com New (STXS)	0.1	$190k	-10%	61k	3.11	View chart
Redwire Corporation (RDW)	0.1	$182k	-20%	20k	8.99	View chart
Oppfi Com Cl A (OPFI)	0.1	$170k	+40%	15k	11.33	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$143k		14k	10.59	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$119k		15k	8.20	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	0.0	$116k		10k	11.20	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$101k		19k	5.27	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$30k		25k	1.20	View chart
Castellum Com New (CTM)	0.0	$17k	NEW	16k	1.09	View chart
Vivakor Com New (VIVK)	0.0	$4.7k		11k	0.42	View chart

Past Filings by Tcfg Wealth Management

SEC 13F filings are viewable for Tcfg Wealth Management going back to 2024

Tcfg Wealth Management 2025 Q3 restated filed Nov. 21, 2025
Tcfg Wealth Management 2025 Q3 filed Nov. 18, 2025
Tcfg Wealth Management 2025 Q2 filed July 23, 2025
Tcfg Wealth Management 2025 Q1 filed April 17, 2025
Tcfg Wealth Management 2024 Q4 filed Jan. 30, 2025
Tcfg Wealth Management 2024 Q3 filed Oct. 15, 2024

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