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 251–268 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LEU | CENTRUS ENERGY CORP | 860 | $100K–$500K | SH |
| AFIF | TWO RDS SHARED TR | 22K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| DFGX | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 6K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 7K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 15K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 13K | $100K–$500K | SH |
| ADFI | TWO RDS SHARED TR | 22K | $100K–$500K | SH |
| OPFI | OPPFI INC | 15K | $100K–$500K | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 13K | $100K–$500K | SH |
| STXS | STEREOTAXIS INC | 65K | $100K–$500K | SH |
| AOHY | ANGEL OAK FUNDS TRUST | 10K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 10K | $50K–$100K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 25K | $15K–$50K | SH |
| VIVK | VIVAKOR INC | 11K | <$1K | SH |