TCFG WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    262

  • Value ($000)

    $254,493

  • Date Filed
    11/21/2025
  • Form type
    restatement
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$15.53 M
6 %

60,976

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.05 M
6 %

80,667

GDXJ
GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
92189F791
$7.31 M
3 %

73,818

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.23 M
2 %

28,381

UYLD
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$5.51 M
2 %

107,756

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.37 M
2 %

10,360

FNV
FNV

FRANCO NEV CORP

COM
351858105
$5.34 M
2 %

23,959

BOXX
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.40 M
2 %

38,646

GRID
GRID

FIRST TR EXCHANGE TRADED FD

NASDQ CLN EDGE
33737A108
$4.37 M
2 %

28,939

OKLO
OKLO

OKLO INC

COM CL A
02156V109
$3.53 M
1 %

31,580

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