TCFG WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location laguna niguel, CACIK 0001548059All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
262 | $254.49M | AAPL, NVDA, GDXJ, AMZN | RESTATEMENT | Nov 21, 2025 | 000175496025000800 | ||
259 | $220.77M | NVDA, AAPL, AMZN, UYLD | 13F-HR | Jul 23, 2025 | 000175496025000469 | ||
238 | $199.22M | AAPL, NVDA, UYLD, AMZN | 13F-HR | Apr 17, 2025 | 000175496025000209 | ||
226 | $198.72M | AAPL, NVDA, UYLD, AMZN | 13F-HR | Jan 30, 2025 | 000175496025000085 | ||
222 | $199.05M | AAPL, NVDA, UYLD, MSFT | 13F-HR | Oct 15, 2024 | 000175496024000492 |