Tcfg Wealth Management, LLC Portfolio Holdings

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

Tcfg Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $221 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13B, Apple Inc. with a value of $12.9B, Amazon Com Inc with a value of $6.25B, Angel Oak Fds Tr Ultrashort In with a value of $5.4B, and Microsoft Corp with a value of $5.06B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $199B to 221B.

Tcfg Wealth Management, LLC is based out at Laguna Niguel, CA

Below you can find more details about Tcfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $221 Billion
ETFs: $79.9 Billion
Technology: $42.1 Billion
Financial Services: $16.2 Billion
Energy: $12.5 Billion
Basic Materials: $11.6 Billion
Consumer Cyclical: $9.56 Billion
Communication Services: $9.26 Billion
Industrials: $6.68 Billion
Other: $10.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$239 Million 0.11% of portfolio
8,652
Q4 2024 Added 200.0%
$0
$232 Million 0.11% of portfolio
8,758
Q2 2025 Added 0.03%
$0
$221 Million 0.1% of portfolio
2,000
Q2 2025 Reduced 25.93%
$0
$220 Million 0.1% of portfolio
11,892
Q2 2025 New
$0
$222 Million 0.1% of portfolio
1,510
Q2 2025 New
$0
$222 Million 0.1% of portfolio
4,421
Q4 2024 Added 1.94%
$0
$224 Million 0.1% of portfolio
9,797
Q2 2025 New
$0
$211 Million 0.1% of portfolio
8,166
Q2 2025 New
$0
$215 Million 0.1% of portfolio
9,680
Q2 2025 New
$0
$201 Million 0.09% of portfolio
2,029
Q2 2025 New
$0
$206 Million 0.09% of portfolio
4,288
Q2 2025 New
$0
$176 Million 0.08% of portfolio
20,693
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $221 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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