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 101–150 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | 44K | $500K+ | SH |
| LLY | ELI LILLY & CO | 617 | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| CRWV | COREWEAVE INC | 9K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| EDOW | FIRST TR EXCHANGE-TRADED FD | 16K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 12K | $500K+ | SH |
| GCOW | PACER FDS TR | 16K | $500K+ | SH |
| CAG | CONAGRA BRANDS INC | 37K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 14K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 16K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| GEV | GE VERNOVA INC | 901 | $500K+ | SH |
| SETM | SPROTT FDS TR | 20K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| KLAC | KLA CORP | 476 | $500K+ | SH |
| PTMC | PACER FDS TR | 16K | $500K+ | SH |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 21K | $500K+ | SH |
| COPX | GLOBAL X FDS | 8K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 7K | $500K+ | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| GOEX | GLOBAL X FDS | 7K | $500K+ | SH |
| IWD | ISHARES TR | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| FYT | FIRST TR EXCHANGE-TRADED ALP | 9K | $500K+ | SH |
| FTDS | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 42K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| FTCA | PUTNAM ETF TRUST | 65K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| IJS | ISHARES TR | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 818 | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| ENFR | ALPS ETF TR | 15K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 5K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 807 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| FEP | FIRST TR EXCH TRD ALPHDX FD | 8K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 20K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 510 | $100K–$500K | SH |
| CLS | CELESTICA INC | 1K | $100K–$500K | SH |