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 201–250 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGUI | CAPITAL GRP FIXED INCM ETF T | 11K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 6K | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 3K | $100K–$500K | SH |
| R | RYDER SYS INC | 1K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 538 | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 50K | $100K–$500K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| SYLD | CAMBRIA ETF TR | 4K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 4K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 5K | $100K–$500K | SH |
| RDDT | REDDIT INC | 1K | $100K–$500K | SH |
| FAD | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| XISE | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 17K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 120 | $100K–$500K | SH |
| BFC | BANK FIRST CORP | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 700 | $100K–$500K | SH |
| KR | KROGER CO | 4K | $100K–$500K | SH |
| EVIM | MORGAN STANLEY ETF TRUST | 4K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| TBIL | RBB FD INC | 5K | $100K–$500K | SH |
| BCI | ABRDN ETFS | 12K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 471 | $100K–$500K | SH |
| NFLT | ETFIS SER TR I | 10K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 817 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| JMHI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 4K | $100K–$500K | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 6K | $100K–$500K | SH |
| NUBD | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| VOLT | TEMA ETF TRUST | 7K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 3K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| L | LOEWS CORP | 2K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 7K | $100K–$500K | SH |