TCFG WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    laguna niguel, CA
  • CIK
    0001548059
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

238

$199.22 M
AAPL, NVDA, UYLD, AMZN
13F-HR
Apr 17, 2025
000175496025000209

226

$198.72 M
AAPL, NVDA, UYLD, AMZN
13F-HR
Jan 30, 2025
000175496025000085

222

$199.05 M
AAPL, NVDA, UYLD, MSFT
13F-HR
Oct 15, 2024
000175496024000492
Tcfg Wealth Management, Llc 13F Filings