TCFG WEALTH MANAGEMENT, LLC - Portfolio overview

TCFG WEALTH MANAGEMENT, LLC has 349 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.34%
2. TBIL - RBB FD INC, 5.34%
3. NVDA - NVIDIA CORPORATION, 4.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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