CFG Wealth Management Services, Inc. - Portfolio overview

CFG Wealth Management Services, Inc. has 108 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB U.S. AGGREGATE BOND ETF, 12.98%
2. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 8.56%
3. SCHB - SCHWAB U.S. BROAD MARKETETF, 7.47%

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

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