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.