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TCFG WEALTH MANAGEMENT, LLC 13F portfolio summary

TCFG WEALTH MANAGEMENT, LLC of TCFG WEALTH MANAGEMENT, LLC has 274 current stock holdings with a reported portfolio value of $267.5M. The portfolio 1 year return is +23.06%. Top holdings include AAPL (5.59%), TBIL (5.59%), NVDA (4.94%), FNV (2.67%), GDXJ (2.46%).

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TCFG WEALTH MANAGEMENT, LLC

TCFG WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

TCFG WEALTH MANAGEMENT, LLC runs TCFG WEALTH MANAGEMENT, LLC and currently holds 274 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $267.47M. Their top holdings are AAPL, TBIL, NVDA, FNV, GDXJ. The top five represent 21.3% of reported portfolio weight. TCFG WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 50 existing positions. They trimmed 42 positions. Their current best-performing preview position is GLW with returns of +55.29%.

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Top 5 Holdings
AAPL5.6%
TBIL5.6%
NVDA4.9%
FNV2.7%
GDXJ2.5%
Top 5: 21.3%
Portfolio Returns
1 Year
+23.06%
#0/1000
3 Year
+20.84%
#0/1000
5 Year
+20.84%
#0/1000

Portfolio Value

$267.47M

Alpha Score

19.3

#0 of 1000

Holdings

274

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274 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
5.59%$233.00$309.35+32.77%
Trimmed
-1.17%
TBIL
RBB FD INC
5.59%$49.86$49.99+0.26%
Added
+6388.00%
NVDA
NVIDIA CORPORATION
4.94%$121.20$214.76+77.19%
Trimmed
-3.44%
FNV
FRANCO NEV CORP
2.67%$144.84$265.98+83.64%
Added
+14.24%
GDXJ
VANECK ETF TRUST
2.46%$88.62$132.58+49.60%
Trimmed
-33.93%
AMZN
AMAZON COM INC
2.17%$186.82$258.63+38.44%
Added
+1.52%
UYLD
ANGEL OAK FUNDS TRUST
1.98%$51.16$51.14-0.04%
Trimmed
-2.31%
AEM
AGNICO EAGLE MINES LTD
1.80%$104.15$216.20+107.59%
Added
+12.09%
BOXX
EA SERIES TRUST
1.65%$108.99$117.95+8.22%
Added
+0.62%
BUXX
EA SERIES TRUST
1.60%$20.25$20.26+0.05%
Added
+523.81%

Showing 1-10 of 274