Tcfg Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlaguna niguel, CA
- CIK0001548059
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
268 | $256M | AAPL, NVDA, GDXJ, AMZN | 13F-HR | Feb 13, 2026 | 000175496026000176 | ||
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 |