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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 20.34% of Tcfg Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PPLT, GDXJ, SIL, HYMC, BUXX, BPRE, CAG, AMLP, SETM, IBM.
Started 28 new stock positions in FTCA, HYMC, BITB, BUXX, BPRE, GLW, JMHI, ASTS, CAG, COPX.
Reduced shares in these 10 stocks: , BITO, JEPQ, CTA, DGCB, LEU, TSLA, XOM, HP, .
Sold out of its positions in SHYM, CTM, CRCL, FTCS, FPE, FSEP, GBTC, INTC, SHY, COMT. HOLA, MSTR, JPC, SMR, COWG, BITO, RDW, SPTS, NOW, CTA, SYK, SMCI.
Tcfg Wealth Management was a net seller of stock by $-4.0M.
Tcfg Wealth Management has $256M in assets under management (AUM), dropping by 0.59%.
Central Index Key (CIK): 0001548059

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Portfolio Holdings for Tcfg Wealth Management

Tcfg Wealth Management holds 268 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.3	$16M	-2%	60k	271.84	View chart
NVIDIA Corporation (NVDA)	5.7	$15M	-2%	79k	186.50	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	3.7	$9.4M	+12%	83k	113.78	View chart
Amazon (AMZN)	2.5	$6.3M	-3%	27k	230.83	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	2.1	$5.4M		106k	51.14	View chart
Franco-Nevada Corporation (FNV)	2.0	$5.2M	+5%	25k	207.28	View chart
Microsoft Corporation (MSFT)	1.9	$4.8M	-3%	10k	483.52	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.8	$4.5M		30k	153.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.7	$4.3M	-2%	38k	115.10	View chart
Agnico (AEM)	1.4	$3.6M	+2%	21k	169.53	View chart
Visa Com Cl A (V)	1.3	$3.2M		9.2k	350.65	View chart
Wheaton Precious Metals Corp (WPM)	1.2	$3.1M		26k	117.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$3.1M	-3%	9.8k	313.50	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$2.9M		42k	69.47	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.7M	-14%	8.7k	313.80	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.1	$2.7M	-21%	50k	54.24	View chart
Constellation Energy (CEG)	1.0	$2.6M		7.4k	353.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$2.5M	-7%	64k	39.59	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	1.0	$2.5M	+21%	34k	74.01	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$2.5M		21k	118.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.9	$2.4M		21k	114.50	View chart
Chevron Corporation (CVX)	0.9	$2.3M	-4%	15k	152.41	View chart
Cameco Corporation (CCJ)	0.9	$2.3M	+9%	25k	91.49	View chart
Broadcom (AVGO)	0.8	$2.1M	-3%	6.1k	346.14	View chart
Helmerich & Payne (HP)	0.8	$2.1M	-22%	73k	28.68	View chart
Enterprise Products Partners (EPD)	0.8	$1.9M		61k	32.06	View chart
Oklo Com Cl A (OKLO)	0.7	$1.9M	-15%	27k	71.76	View chart
Advanced Micro Devices (AMD)	0.7	$1.9M		8.8k	214.16	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$1.8M	-2%	39k	46.08	View chart
First Tr Exchange-traded Common Shs (FDD)	0.7	$1.8M		102k	17.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M	-10%	3.5k	502.65	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.7M		9.8k	177.75	View chart
Meta Platforms Cl A (META)	0.7	$1.7M	+2%	2.6k	660.20	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.7	$1.7M		78k	21.83	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.7	$1.7M	+4%	48k	34.96	View chart
Sprott Asset Management Physical Silver (PSLV)	0.7	$1.7M	-5%	71k	23.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M	-3%	2.7k	614.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.6	$1.5M	+69%	33k	47.02	View chart
Sprott Com New (SII)	0.6	$1.5M	+17%	16k	98.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$1.5M	-3%	43k	34.26	View chart
Mp Materials Corp Com Cl A (MP)	0.6	$1.4M	+2%	29k	50.52	View chart
Applovin Corp Com Cl A (APP)	0.5	$1.4M		2.1k	673.82	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$1.4M	+8%	34k	40.23	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.5	$1.3M	-12%	29k	45.00	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$1.3M	+2%	43k	30.27	View chart
Nucor Corporation (NUE)	0.5	$1.3M		7.7k	163.11	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$1.2M	+28%	22k	55.58	View chart
Kinder Morgan (KMI)	0.5	$1.2M	+39%	45k	27.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.2M		21k	57.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$1.2M		24k	49.99	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$1.2M		12k	96.84	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.4	$1.1M	-4%	13k	86.14	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$1.1M	-3%	26k	44.34	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.1M		23k	49.15	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.4	$1.1M	-4%	27k	41.54	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.1M	+88%	49k	22.64	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M	-36%	9.0k	120.34	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		3.3k	322.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M	-5%	2.7k	396.31	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.4	$1.1M	NEW	5.7k	186.43	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.1M		23k	45.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.0M	-5%	1.5k	681.92	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.4	$990k	-4%	28k	35.43	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$990k		10k	98.32	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$959k	-4%	28k	34.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$957k	-8%	25k	38.03	View chart
Carlisle Companies (CSL)	0.4	$941k		2.9k	319.86	View chart
Costco Wholesale Corporation (COST)	0.4	$937k	-6%	1.1k	862.08	View chart
Tesla Motors (TSLA)	0.4	$934k	-43%	2.1k	449.60	View chart
Micron Technology (MU)	0.4	$903k	+21%	3.2k	285.55	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.4	$901k	-5%	57k	15.72	View chart
Procter & Gamble Company (PG)	0.3	$859k		6.0k	143.31	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.3	$857k		23k	37.87	View chart
Spdr Series Trust State Street Spd (BILS)	0.3	$851k	-2%	8.6k	99.22	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$839k	-5%	26k	32.89	View chart
Walt Disney Company (DIS)	0.3	$838k	+42%	7.4k	113.76	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$828k	-11%	12k	67.64	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.3	$825k		7.3k	113.14	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$824k	+108%	11k	78.65	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.3	$820k	+2%	8.8k	93.02	View chart
Global X Fds Global X Silver (SIL)	0.3	$809k	NEW	9.7k	83.52	View chart
Johnson & Johnson (JNJ)	0.3	$806k	-4%	3.9k	206.97	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$792k	-4%	31k	26.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$762k		2.1k	360.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.3	$748k		4.4k	168.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$746k	-8%	12k	61.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$739k	-9%	9.1k	81.17	View chart
Hycroft Mining Holding Corp Cl A New (HYMC)	0.3	$734k	NEW	31k	23.77	View chart
Merck & Co (MRK)	0.3	$733k		7.0k	105.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$731k	-27%	1.2k	627.34	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.3	$722k		12k	59.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$719k	+85%	5.0k	143.97	View chart
Capital Group International SHS (CGIC)	0.3	$716k	+7%	22k	32.50	View chart
Prospect Capital Corporation (PSEC)	0.3	$713k		275k	2.59	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.3	$685k	NEW	34k	20.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$685k		2.3k	303.95	View chart
Pacer Fds Tr Amercn Enrgy Ind (USAI)	0.3	$684k		18k	38.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$673k	+75%	2.7k	250.33	View chart
Verizon Communications (VZ)	0.3	$670k		17k	40.73	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$667k	NEW	45k	15.00	View chart
Eli Lilly & Co. (LLY)	0.3	$663k		617.00	1074.91	View chart
Eaton Corp SHS (ETN)	0.3	$663k		2.1k	318.51	View chart
Coreweave Com Cl A (CRWV)	0.3	$661k	+242%	9.2k	71.61	View chart
Mastercard Incorporated Cl A (MA)	0.3	$661k		1.2k	570.65	View chart
Oracle Corporation (ORCL)	0.3	$659k	-3%	3.4k	194.91	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.3	$648k		16k	41.30	View chart
Bank of America Corporation (BAC)	0.3	$646k	+28%	12k	55.00	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$642k		16k	41.22	View chart
ConAgra Foods (CAG)	0.3	$641k	NEW	37k	17.31	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$635k	-2%	3.9k	160.97	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$630k	+8%	14k	44.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$625k		16k	38.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$593k	-10%	1.2k	475.76	View chart
Ge Vernova (GEV)	0.2	$589k		901.00	653.57	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.2	$586k	NEW	20k	28.95	View chart
International Business Machines (IBM)	0.2	$582k	NEW	2.0k	296.26	View chart
Kla Corp Com New (KLAC)	0.2	$578k		476.00	1215.08	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$567k	+10%	16k	35.67	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$559k	-2%	20k	27.52	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$549k		21k	26.24	View chart
Global X Fds Global X Copper (COPX)	0.2	$549k	NEW	7.6k	71.79	View chart
Uber Technologies (UBER)	0.2	$541k	-2%	6.6k	81.71	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$533k	-3%	3.3k	163.60	View chart
Ge Aerospace Com New (GE)	0.2	$530k	+3%	1.7k	308.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$529k	-2%	7.1k	75.05	View chart
Global X Fds Global X Gold Ex (GOEX)	0.2	$526k	-25%	6.5k	80.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$518k	-9%	2.4k	215.16	View chart
Wal-Mart Stores (WMT)	0.2	$517k	-2%	4.6k	111.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$516k		1.1k	487.86	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.2	$511k		9.0k	56.69	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.2	$498k	+2%	8.8k	56.49	View chart
Boeing Company (BA)	0.2	$489k	+18%	2.3k	217.18	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$477k	-4%	42k	11.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$475k		6.0k	79.73	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.2	$474k	NEW	65k	7.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$473k		2.6k	183.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$472k	-23%	3.9k	119.85	View chart
Caterpillar (CAT)	0.2	$469k	-19%	818.00	573.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$468k	-11%	2.3k	199.45	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$467k	NEW	15k	31.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$460k	-8%	4.6k	100.45	View chart
Axon Enterprise (AXON)	0.2	$458k	+13%	807.00	567.93	View chart
Home Depot (HD)	0.2	$458k	-31%	1.3k	345.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$457k	-24%	10k	45.51	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$453k		8.4k	53.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$449k	-69%	7.6k	58.88	View chart
Annaly Capital Management In Com New (NLY)	0.2	$449k	NEW	20k	22.37	View chart
Parker-Hannifin Corporation (PH)	0.2	$448k	-3%	510.00	878.96	View chart
Celestica (CLS)	0.2	$426k	+24%	1.4k	296.12	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$426k	-7%	3.4k	125.98	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$426k		340.00	1252.00	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$421k	+2%	3.7k	113.10	View chart
General Motors Company (GM)	0.2	$420k	NEW	5.2k	81.32	View chart
Pembina Pipeline Corp (PBA)	0.2	$417k		11k	38.06	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$413k	-23%	6.4k	64.79	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.2	$413k		40k	10.30	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.2	$406k	+2%	11k	37.09	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$402k		10k	38.68	View chart
Pepsi (PEP)	0.2	$401k	-3%	2.8k	143.51	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$399k	-24%	8.7k	45.80	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.2	$394k	+3%	18k	21.60	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$391k		7.4k	52.88	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$391k	-19%	24k	16.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$390k		832.00	468.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$387k		3.5k	109.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$387k	-30%	8.7k	44.32	View chart
Palo Alto Networks (PANW)	0.2	$387k		2.1k	184.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$377k	-3%	544.00	692.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$372k		2.4k	154.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$368k	-5%	1.7k	214.70	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$366k		6.1k	59.93	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$362k	-8%	8.8k	41.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$357k	-6%	11k	33.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$357k		3.0k	117.72	View chart
Viper Energy Cl A (VNOM)	0.1	$353k	+50%	9.1k	38.63	View chart
Morgan Stanley Com New (MS)	0.1	$352k		2.0k	177.53	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$352k		20k	17.67	View chart
Jackson Financial Com Cl A (JXN)	0.1	$346k	-20%	3.2k	106.65	View chart
Ishares Tr Global Finls Etf (IXG)	0.1	$337k	NEW	2.8k	120.79	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$332k		5.5k	60.47	View chart
At&t (T)	0.1	$332k		13k	24.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$321k		3.1k	102.38	View chart
First Tr Exchange-traded A Shs Issued Frst (FAB)	0.1	$321k		3.6k	89.15	View chart
McDonald's Corporation (MCD)	0.1	$314k		1.0k	305.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$314k	-5%	7.0k	44.91	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$312k	-6%	9.9k	31.67	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$312k		1.9k	159.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$312k	-5%	8.2k	38.00	View chart
Netflix (NFLX)	0.1	$309k	+867%	3.3k	93.76	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$308k	NEW	6.5k	47.56	View chart
Bwx Technologies (BWXT)	0.1	$308k	-33%	1.8k	172.86	View chart
Altria (MO)	0.1	$307k	-30%	5.3k	57.68	View chart
Amgen (AMGN)	0.1	$304k		928.00	327.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$303k	NEW	3.1k	96.16	View chart
Valero Energy Corporation (VLO)	0.1	$301k		1.8k	162.79	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$300k	-2%	3.0k	101.58	View chart
Kinross Gold Corp (KGC)	0.1	$300k	-21%	11k	28.16	View chart
Kraft Heinz (KHC)	0.1	$298k		12k	24.25	View chart
Ford Motor Company (F)	0.1	$291k	-2%	22k	13.12	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.1	$285k	-49%	11k	25.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$281k	+6%	6.1k	46.04	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$279k	+6%	2.9k	94.82	View chart
Ryder System (R)	0.1	$274k		1.4k	191.39	View chart
Realty Income (O)	0.1	$269k		4.8k	56.37	View chart
Oneok (OKE)	0.1	$268k	+5%	3.7k	73.50	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$266k	+16%	1.8k	146.62	View chart
Arista Networks Com Shs (ANET)	0.1	$265k	-18%	2.0k	131.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$262k		3.4k	77.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$260k		538.00	483.93	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$259k		50k	5.16	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$258k	-30%	4.8k	53.95	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$257k	-14%	3.5k	73.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$252k		8.5k	29.61	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$251k	NEW	4.0k	63.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$249k	+5%	4.7k	52.77	View chart
Reddit Cl A (RDDT)	0.1	$248k	+13%	1.1k	229.87	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$244k		1.5k	161.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.1	$243k		8.0k	30.40	View chart
Corning Incorporated (GLW)	0.1	$243k	NEW	2.8k	87.56	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$243k		17k	14.36	View chart
MercadoLibre (MELI)	0.1	$242k	-3%	120.00	2014.26	View chart
Bank First National Corporation (BFC)	0.1	$241k		2.0k	121.82	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$241k	NEW	3.7k	64.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$240k	+3%	8.8k	27.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$235k	-3%	700.00	335.14	View chart
Kroger (KR)	0.1	$235k	+17%	3.8k	62.48	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.1	$234k	NEW	4.4k	53.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$233k	-13%	3.3k	71.53	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$231k	-51%	4.6k	49.88	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$228k	NEW	12k	19.53	View chart
Waste Connections (WCN)	0.1	$227k		1.3k	175.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$227k		471.00	480.93	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$226k		9.8k	23.09	View chart
Cigna Corp (CI)	0.1	$225k		817.00	275.41	View chart
Metropcs Communications (TMUS)	0.1	$225k	+10%	1.1k	203.04	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$225k	NEW	4.5k	50.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$224k		4.4k	50.58	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$221k	-5%	12k	18.69	View chart
Vistra Energy (VST)	0.1	$220k	+2%	1.4k	161.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$218k	-10%	4.0k	54.83	View chart
Devon Energy Corporation (DVN)	0.1	$218k	-62%	5.9k	36.63	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$217k		9.7k	22.41	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$217k	NEW	7.5k	28.93	View chart
Dollar Tree (DLTR)	0.1	$216k	NEW	1.8k	123.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$214k		4.5k	47.95	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$211k	NEW	2.9k	72.63	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$211k		3.1k	67.11	View chart
Loews Corporation (L)	0.1	$211k		2.0k	105.31	View chart
Vici Pptys (VICI)	0.1	$210k	-13%	7.5k	28.12	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$209k	-77%	860.00	242.76	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$208k	NEW	22k	9.41	View chart
Enbridge (ENB)	0.1	$206k	-58%	4.3k	47.90	View chart
Emerson Electric (EMR)	0.1	$206k		1.5k	132.72	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$205k		3.9k	52.64	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$205k		4.8k	42.56	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$202k	NEW	6.1k	33.02	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$202k	NEW	6.6k	30.54	View chart
Msc Income Fund (MSIF)	0.1	$195k	-11%	15k	13.15	View chart
Fs Kkr Capital Corp (FSK)	0.1	$187k		13k	14.81	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.1	$187k	-2%	22k	8.59	View chart
Oppfi Com Cl A (OPFI)	0.1	$157k		15k	10.46	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$150k		14k	11.13	View chart
Stereotaxis Com New (STXS)	0.1	$150k	+6%	65k	2.30	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	0.0	$115k		10k	11.10	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$50k	-47%	10k	5.02	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$49k		25k	1.97	View chart
Vivakor Com New (VIVK)	0.0	$109.860300		11k	0.01	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 Q4 filed Feb. 13, 2026
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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