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 151–200 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA CORP | 340 | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 5K | $100K–$500K | SH |
| PBA | PEMBINA PIPELINE CORP | 11K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 6K | $100K–$500K | SH |
| RPHS | TWO RDS SHARED TR | 40K | $100K–$500K | SH |
| EUFN | ISHARES TR | 11K | $100K–$500K | SH |
| ICOW | PACER FDS TR | 10K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 9K | $100K–$500K | SH |
| DEED | FIRST TR EXCHNG TRADED FD VI | 18K | $100K–$500K | SH |
| IGSB | ISHARES TR | 7K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 832 | $100K–$500K | SH |
| TIP | ISHARES TR | 4K | $100K–$500K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 544 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 9K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| VNOM | VIPER ENERGY INC | 9K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| PFXF | VANECK ETF TRUST | 20K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 3K | $100K–$500K | SH |
| IXG | ISHARES TR | 3K | $100K–$500K | SH |
| SDOG | ALPS ETF TR | 5K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| STIP | ISHARES TR | 3K | $100K–$500K | SH |
| FAB | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 6K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| AMGN | AMGEN INC | 928 | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 3K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 11K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 12K | $100K–$500K | SH |
| F | FORD MTR CO | 22K | $100K–$500K | SH |