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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, TBIL, NVDA, FNV, GDXJ, and represent 21.26% of Tcfg Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TBIL (+$15M), BUXX, FTCS, NFLX, FNV, HYMC, ENFR, SPTS, FPE, B.
Started 25 new stock positions in CGGE, FSCO, CGDV, B, HOLA, VRT, DTE, COMT, IESC, VTV.
Reduced shares in these 10 stocks: GDXJ, HP, CPER, CEG, PSLV, CCJ, PPLT, MP, OKLO, GDMN.
Sold out of its positions in PPLT, BABA, BRK.A, BX, CCL, LEU, DLTR, SIL, GOEX, MELI. VNOM, O, RDDT, SETM, CPER, VICI, VST, Vivakor, GDMN.
Tcfg Wealth Management was a net buyer of stock by $10M.
Tcfg Wealth Management has $268M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0001548059

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Portfolio Holdings for Tcfg Wealth Management

Tcfg Wealth Management holds 274 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.6	$15M		59k	253.79	View chart
RBB F/m Us Treasury (TBIL)	5.6	$15M	+6388%	300k	49.86	View chart
NVIDIA Corporation (NVDA)	4.9	$13M	-3%	76k	174.40	View chart
Franco-Nevada Corporation (FNV)	2.7	$7.1M	+14%	29k	247.05	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	2.5	$6.6M	-33%	55k	120.04	View chart
Amazon (AMZN)	2.2	$5.8M		28k	208.27	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	2.0	$5.3M	-2%	104k	51.03	View chart
Agnico (AEM)	1.8	$4.8M	+12%	24k	202.98	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.6	$4.4M		38k	116.29	View chart
Ea Series Trust Strive Enhanced (BUXX)	1.6	$4.3M	+523%	211k	20.25	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.6	$4.1M	-13%	25k	163.58	View chart
Microsoft Corporation (MSFT)	1.5	$4.1M	+10%	11k	370.23	View chart
Wheaton Precious Metals Corp (WPM)	1.3	$3.4M		26k	131.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.9M	+2%	10k	287.79	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$2.8M		41k	68.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$2.8M	NEW	30k	92.76	View chart
Visa Com Cl A (V)	1.0	$2.8M		9.3k	302.22	View chart
Chevron Corporation (CVX)	1.0	$2.8M	-12%	13k	206.91	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.0	$2.7M		49k	54.13	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$2.6M		22k	121.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.9	$2.5M	+3%	22k	114.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.4M		8.5k	286.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$2.4M	-3%	62k	38.86	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.9	$2.4M	-20%	27k	88.01	View chart
Enterprise Products Partners (EPD)	0.9	$2.3M		61k	37.84	View chart
Sprott Com New (SII)	0.8	$2.2M	-2%	15k	142.27	View chart
Broadcom (AVGO)	0.7	$2.0M	+4%	6.3k	309.51	View chart
Hycroft Mining Holding Corp Cl A New (HYMC)	0.7	$2.0M	+79%	55k	35.20	View chart
Advanced Micro Devices (AMD)	0.7	$1.9M	+7%	9.5k	203.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.9M	+13%	4.0k	479.20	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$1.8M		39k	47.03	View chart
First Tr Exchange-traded Common Shs (FDD)	0.7	$1.8M		102k	17.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$1.8M	+4%	34k	52.64	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$1.7M		78k	21.57	View chart
Netflix (NFLX)	0.6	$1.7M	+425%	17k	96.15	View chart
Cameco Corporation (CCJ)	0.6	$1.6M	-39%	15k	108.61	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.6M	+14%	11k	146.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M		2.7k	577.14	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M		9.1k	169.65	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$1.5M	+16%	40k	38.42	View chart
Meta Platforms Cl A (META)	0.6	$1.5M		2.6k	572.11	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.6	$1.5M	+14%	33k	44.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.4M		42k	33.77	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.5	$1.4M		43k	31.93	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$1.3M		26k	50.80	View chart
Nucor Corporation (NUE)	0.5	$1.3M		7.7k	169.10	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.5	$1.3M	+121%	33k	38.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.2M	+4%	22k	56.53	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$1.2M		13k	92.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.2M	+3%	2.8k	430.29	View chart
Micron Technology (MU)	0.4	$1.2M	+11%	3.5k	337.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.1M	-2%	23k	49.81	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.1M	+4%	51k	22.34	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.1M		12k	93.66	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.4	$1.1M	-3%	21k	52.46	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.1M		23k	48.71	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$1.1M		10k	110.78	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.4	$1.1M		27k	40.44	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	-2%	1.1k	996.09	View chart
Kinder Morgan (KMI)	0.4	$1.1M	-29%	32k	33.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.0M	+7%	1.6k	650.43	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.0M	-2%	22k	44.80	View chart
JPMorgan Chase & Co. (JPM)	0.4	$998k		3.4k	294.13	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$992k		23k	43.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$989k	+42%	1.7k	597.47	View chart
Carlisle Companies (CSL)	0.4	$981k		2.9k	333.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$955k	-3%	27k	35.53	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.4	$938k		58k	16.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$904k	-2%	25k	36.76	View chart
Johnson & Johnson (JNJ)	0.3	$889k	-6%	3.6k	244.45	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.3	$873k		28k	31.35	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$873k	-2%	25k	35.04	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.3	$873k		12k	71.85	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.3	$867k		7.3k	119.35	View chart
Procter & Gamble Company (PG)	0.3	$863k		6.0k	144.44	View chart
Tesla Motors (TSLA)	0.3	$855k	+10%	2.3k	371.03	View chart
Spdr Series Trust State Street Spd (BILS)	0.3	$853k		8.6k	99.44	View chart
Merck & Co (MRK)	0.3	$830k		6.9k	120.30	View chart
Capital Group International SHS (CGIC)	0.3	$826k	+13%	25k	33.11	View chart
Pacer Fds Tr American Energy (USAI)	0.3	$824k	-2%	18k	46.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$815k		2.1k	383.40	View chart
Ge Vernova (GEV)	0.3	$807k	+2%	924.00	872.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$799k	+4%	13k	62.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$793k		9.0k	88.16	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$768k	+6%	17k	46.24	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$761k	-3%	30k	25.79	View chart
Applovin Corp Com Cl A (APP)	0.3	$761k	-6%	1.9k	398.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$742k	-2%	2.2k	337.89	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$732k	-16%	10k	71.61	View chart
Prospect Capital Corporation (PSEC)	0.3	$725k		278k	2.61	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$722k	-2%	43k	16.61	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$721k	-5%	9.9k	72.96	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$712k	+7%	5.4k	132.90	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.3	$706k		4.4k	158.87	View chart
Kla Corp Com New (KLAC)	0.3	$699k		475.00	1472.41	View chart
Spdr Series Trust State Street Spd (SPTS)	0.3	$684k	NEW	23k	29.18	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.3	$674k	+42%	93k	7.28	View chart
Walt Disney Company (DIS)	0.3	$672k	-5%	7.0k	96.38	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$663k	+16%	17k	40.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$645k		2.7k	240.01	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$643k		16k	39.43	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.2	$636k		16k	40.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$633k	+39%	14k	45.26	View chart
Wal-Mart Stores (WMT)	0.2	$625k	+8%	5.0k	124.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$604k	+29%	5.1k	118.82	View chart
Constellation Energy (CEG)	0.2	$599k	-71%	2.1k	279.31	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$593k	+10%	23k	25.55	View chart
ConAgra Foods (CAG)	0.2	$583k		37k	15.72	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$582k		16k	36.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$582k	+8%	1.4k	428.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$581k	NEW	33k	17.75	View chart
Mastercard Incorporated Cl A (MA)	0.2	$579k		1.2k	499.23	View chart
Helmerich & Payne (HP)	0.2	$578k	-77%	16k	36.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$577k	+11%	2.7k	214.75	View chart
Caterpillar (CAT)	0.2	$574k		810.00	708.14	View chart
Eli Lilly & Co. (LLY)	0.2	$568k		618.00	919.20	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.2	$558k		9.0k	61.79	View chart
Verizon Communications (VZ)	0.2	$553k	-33%	11k	50.20	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$545k		20k	26.86	View chart
Uber Technologies (UBER)	0.2	$536k	+12%	7.5k	71.93	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.2	$534k		8.8k	60.33	View chart
Barrick Mng Corp Com Shs (B)	0.2	$532k	NEW	13k	40.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$530k	+48%	809.00	655.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$530k		7.0k	75.19	View chart
Raytheon Technologies Corp (RTX)	0.2	$530k	+6%	2.7k	192.87	View chart
Bank of America Corporation (BAC)	0.2	$529k	-7%	11k	48.75	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$517k		3.3k	158.82	View chart
Ge Aerospace Com New (GE)	0.2	$510k	+4%	1.8k	283.78	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$493k	+7%	26k	19.30	View chart
Pembina Pipeline Corp (PBA)	0.2	$491k		11k	44.76	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$476k		42k	11.24	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$473k		6.0k	79.27	View chart
Parker-Hannifin Corporation (PH)	0.2	$470k	+2%	525.00	895.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$463k		1.1k	436.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$461k		4.6k	100.38	View chart
Oracle Corporation (ORCL)	0.2	$459k	-7%	3.1k	147.11	View chart
Eaton Corp SHS (ETN)	0.2	$458k	-38%	1.3k	357.67	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$458k		6.5k	70.84	View chart
Valero Energy Corporation (VLO)	0.2	$456k		1.8k	247.08	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$455k		8.3k	54.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$443k		2.3k	192.04	View chart
Celestica (CLS)	0.2	$443k	+9%	1.6k	281.33	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$441k		10k	42.44	View chart
Pepsi (PEP)	0.2	$434k		2.8k	155.30	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$434k		3.4k	128.24	View chart
Msc Income Fund (MSIF)	0.2	$431k	+135%	35k	12.34	View chart
Tema Etf Trust Electrification (VOLT)	0.2	$423k	+64%	12k	34.24	View chart
Corning Incorporated (GLW)	0.2	$422k	+11%	3.1k	135.97	View chart
International Business Machines (IBM)	0.2	$409k	-14%	1.7k	242.36	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$405k		340.00	1191.56	View chart
General Motors Company (GM)	0.2	$401k	+4%	5.4k	74.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$391k		7.4k	52.56	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.1	$391k		40k	9.75	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.1	$390k		18k	21.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$389k		3.5k	110.35	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$388k		11k	34.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$385k	-9%	6.9k	55.57	View chart
At&t (T)	0.1	$384k		13k	28.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$382k		8.8k	43.59	View chart
Home Depot (HD)	0.1	$380k	-12%	1.2k	328.60	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$374k	NEW	11k	34.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$373k		1.7k	218.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$369k		11k	34.55	View chart
Coreweave Com Cl A (CRWV)	0.1	$369k	-48%	4.8k	77.47	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$365k		6.1k	59.78	View chart
Boeing Company (BA)	0.1	$354k	-21%	1.8k	199.05	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$352k		20k	17.54	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$348k	NEW	7.5k	46.19	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$347k	-2%	5.3k	65.04	View chart
First Tr Exchange-traded A Shs Issued Frst (FAB)	0.1	$341k		3.6k	94.55	View chart
Jackson Financial Com Cl A (JXN)	0.1	$340k		3.2k	105.72	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$340k	-18%	7.1k	47.72	View chart
Oneok (OKE)	0.1	$336k		3.7k	90.38	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$335k		3.0k	110.86	View chart
Lockheed Martin Corporation (LMT)	0.1	$332k	+2%	549.00	604.72	View chart
Amgen (AMGN)	0.1	$329k		935.00	351.93	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$328k	-76%	6.8k	48.26	View chart
Morgan Stanley Com New (MS)	0.1	$328k		2.0k	164.57	View chart
McDonald's Corporation (MCD)	0.1	$326k	+2%	1.0k	310.85	View chart
Palo Alto Networks (PANW)	0.1	$319k	-5%	2.0k	160.32	View chart
Ishares Tr Global Finls Etf (IXG)	0.1	$317k		2.8k	114.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$315k	-2%	8.0k	39.44	View chart
Altria (MO)	0.1	$315k	-10%	4.8k	65.99	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$313k		9.7k	32.22	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$311k	+17%	4.1k	75.54	View chart
Marvell Technology (MRVL)	0.1	$311k	NEW	3.1k	99.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$308k	-21%	6.9k	44.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$307k	+2%	3.2k	95.44	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$306k	+42%	6.8k	44.73	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$300k	-7%	2.9k	103.41	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$299k	-82%	12k	24.39	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$299k		1.9k	154.17	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$299k		3.0k	101.14	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$295k	-37%	2.5k	118.62	View chart
Oklo Com Cl A (OKLO)	0.1	$293k	-77%	5.9k	49.59	View chart
Ryder System (R)	0.1	$293k		1.4k	204.71	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$292k	NEW	1.3k	218.72	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$292k	+2%	12k	24.29	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$289k	NEW	8.3k	34.61	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$288k	NEW	1.2k	250.58	View chart
Ies Hldgs (IESC)	0.1	$284k	NEW	595.00	476.47	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$282k	+2%	3.0k	93.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$278k		6.1k	45.62	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.1	$278k	NEW	5.3k	52.76	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$274k	+15%	3.7k	73.28	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$274k	+7%	4.0k	68.14	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$274k	NEW	6.4k	42.54	View chart
Kroger (KR)	0.1	$273k		3.8k	72.36	View chart
Bwx Technologies (BWXT)	0.1	$273k	-25%	1.3k	204.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$272k		8.9k	30.68	View chart
Global X Fds Global X Copper (COPX)	0.1	$271k	-53%	3.5k	76.35	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$271k	+4%	3.5k	77.18	View chart
Bank First National Corporation (BFC)	0.1	$268k		2.0k	135.06	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$267k		50k	5.32	View chart
Kraft Heinz (KHC)	0.1	$265k	-4%	12k	22.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$263k	-14%	6.0k	43.96	View chart
Annaly Capital Management In Com New (NLY)	0.1	$261k	-38%	12k	21.15	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$260k		4.0k	65.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$260k		8.5k	30.50	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$254k	NEW	2.6k	97.91	View chart
Ford Motor Company (F)	0.1	$254k		22k	11.54	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$250k	+12%	5.0k	50.37	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.1	$248k	NEW	18k	13.72	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$247k	+2%	3.0k	82.87	View chart
Arista Networks Com Shs (ANET)	0.1	$247k		2.0k	122.78	View chart
Nebius Group Shs Class A (NBIS)	0.1	$246k	NEW	2.4k	103.76	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$245k		4.7k	51.93	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$245k	+2%	6.6k	36.81	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$244k	NEW	8.0k	30.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.1	$242k		8.1k	29.97	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$240k		1.5k	158.92	View chart
Enbridge (ENB)	0.1	$240k	+2%	4.4k	54.06	View chart
Metropcs Communications (TMUS)	0.1	$235k		1.1k	210.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$235k	-27%	602.00	390.41	View chart
Axon Enterprise (AXON)	0.1	$233k	-32%	548.00	424.69	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.1	$231k		4.4k	52.55	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$230k	+7%	4.8k	47.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$229k		713.00	320.74	View chart
Dell Technologies CL C (DELL)	0.1	$228k	NEW	1.4k	164.13	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN)	0.1	$225k	+5%	12k	18.10	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$223k		9.8k	22.79	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$223k		4.5k	49.83	View chart
Coca-Cola Company (KO)	0.1	$222k	NEW	2.9k	76.06	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$221k	+7%	4.2k	52.45	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$220k	+7%	5.2k	42.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$219k		472.00	463.02	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.1	$218k	-23%	8.6k	25.28	View chart
Kinross Gold Corp (KGC)	0.1	$217k	-33%	7.1k	30.52	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$217k		6.1k	35.44	View chart
Cigna Corp (CI)	0.1	$217k		813.00	266.86	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$217k	-16%	3.1k	69.30	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$217k	NEW	2.3k	95.41	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$215k		9.7k	22.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$214k	NEW	1.1k	196.20	View chart
Devon Energy Corporation (DVN)	0.1	$214k	-28%	4.2k	50.31	View chart
Loews Corporation (L)	0.1	$214k		2.0k	106.74	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$213k	-7%	16k	13.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$212k		4.0k	53.40	View chart
Waste Connections (WCN)	0.1	$209k		1.3k	162.02	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$204k		3.2k	64.13	View chart
DTE Energy Company (DTE)	0.1	$203k	NEW	1.4k	146.22	View chart
Emerson Electric (EMR)	0.1	$203k		1.5k	131.02	View chart
Intel Corporation (INTC)	0.1	$202k	NEW	4.6k	44.13	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.1	$180k	-2%	21k	8.51	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$158k	-23%	17k	9.32	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$141k		14k	10.44	View chart
Stereotaxis Com New (STXS)	0.0	$118k		64k	1.84	View chart
Nexgen Energy (NXE)	0.0	$116k	NEW	10k	11.60	View chart
Oppfi Com Cl A (OPFI)	0.0	$116k		15k	7.71	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	0.0	$114k		10k	10.93	View chart
Fs Kkr Capital Corp (FSK)	0.0	$112k	-12%	11k	10.18	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$87k	NEW	17k	5.10	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$49k		10k	4.87	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$34k		25k	1.40	View chart

Past Filings by Tcfg Wealth Management

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

Tcfg Wealth Management 2026 Q1 filed April 24, 2026
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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