TCFG WEALTH MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    laguna niguel, CA
  • Num holdings

    226

  • Value ($000)

    $198,720

  • Date Filed
    01/30/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$16.20M
8 %

64,699

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.99M
6 %

81,804

UYLD
UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
03463K752
$6.19M
3 %

121,284

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.13M
3 %

27,949

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.68M
2 %

11,106

BOXX
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$4.53M
2 %

41,113

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$3.84M
2 %

111,130

JEPQ
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$3.60M
2 %

63,816

V
V

VISA INC

COM CL A
92826C839
$3.00M
2 %

9,491

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$2.95M
2 %

20,366

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