TCFG WEALTH MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    259

  • Value ($000)

    $220,773

  • Date Filed
    07/23/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.97 M
6 %

82,086

AAPL
AAPL

APPLE INC

COM
037833100
$12.88 M
6 %

62,772

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.25 M
3 %

28,475

UYLD
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$5.40 M
2 %

105,675

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.06 M
2 %

10,164

BOXX
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.56 M
2 %

40,508

FNV
FNV

FRANCO NEV CORP

COM
351858105
$3.90 M
2 %

23,806

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$3.81 M
2 %

106,346

GRID
GRID

FIRST TR EXCHANGE TRADED FD

NASDQ CLN EDGE
33737A108
$3.77 M
2 %

27,149

V
V

VISA INC

COM CL A
92826C839
$3.27 M
2 %

9,219

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