CIK 1548059
TCFG WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
268
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TDIV | FIRST TR EXCHANGE TRADED FD | 12K | $1M+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 13K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 26K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 23K | $1M+ | SH |
| DDIV | FIRST TR EXCHANGE TRADED FD | 27K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 49K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 6K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 23K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $1M+ | SH |
| MMLG | FIRST TR EXCHNG TRADED FD VI | 28K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 28K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| CSL | CARLISLE COS INC | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| MDIV | FIRST TR EXCHANGE TRADED FD | 57K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 23K | $500K+ | SH |
| BILS | SPDR SERIES TRUST | 9K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 12K | $500K+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 7K | $500K+ | SH |
| PTNQ | PACER FDS TR | 10K | $500K+ | SH |
| GDMN | WISDOMTREE TR | 9K | $500K+ | SH |
| SIL | GLOBAL X FDS | 10K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 30K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| COWZ | PACER FDS TR | 12K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 9K | $500K+ | SH |
| HYMC | HYCROFT MINING HOLDING CORP | 31K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| ALB-PA | ALBEMARLE CORP | 12K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 22K | $500K+ | SH |
| PSEC | PROSPECT CAP CORP | 275K | $500K+ | SH |
| BUXX | EA SERIES TRUST | 34K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| USAI | PACER FDS TR | 18K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 16K | $500K+ | SH |