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TCFG WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    274

  • Value ($000)

    $267,471

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0001548059
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$14.96M
6 %

58,964

T
TBIL

RBB FD INC

F/M US TREASURY
74933W452
$14.96M
6 %

300,070

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.22M
5 %

75,827

F
FNV

FRANCO NEV CORP

COM
351858105
$7.14M
3 %

28,907

G
GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
92189F791
$6.58M
3 %

54,816

A
AMZN

AMAZON COM INC

COM
023135106
$5.8M
2 %

27,857

U
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$5.29M
2 %

103,664

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$4.82M
2 %

23,770

B
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.4M
2 %

37,849

B
BUXX

EA SERIES TRUST

STRIVE ENHANCED
02072L441
$4.27M
2 %

211,159

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