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TCFG WEALTH MANAGEMENT, LLC 13F portfolio summary

TCFG WEALTH MANAGEMENT, LLC of TCFG WEALTH MANAGEMENT, LLC has 271 current stock holdings with a reported portfolio value of $267.5M. The portfolio 1 year return is +23.06%. Top holdings include DDIV (0.00%), FPE (0.00%), AAAU (0.00%), BAC-PL (0.00%), PFXF (0.00%).

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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 271 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $267.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TCFG WEALTH MANAGEMENT, LLC ranks #902 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TCFG WEALTH MANAGEMENT, LLC's portfolio at TCFG WEALTH MANAGEMENT, LLC has delivered returns of +23.06%. Their 3-year annualized return is +20.84%. Looking at the 5-year horizon, TCFG WEALTH MANAGEMENT, LLC has achieved +20.84% annualized returns at TCFG WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.06%
#538/1000
3 Year
+20.84%
#910/1000
5 Year
+20.84%
#901/1000

Portfolio Value

$267.47M

Alpha Score

19.3

#902 of 1000

Holdings

271

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change