TCFG WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlaguna niguel, CA
- CIK0001548059
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
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 |