account_balance

Investment manager · 13F filer · SEC CIK 1548059

TCFG Wealth Management, LLC

Reported value$267Mas of Mar 31, 2026
Positions274
Top 10 weight30.5%AAPL alone is 6%
FiledApr 2424 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 5.6%
TBIL RBB Fd Inc 5.6%
NVDA NVIDIA Corp 4.9% FNV Franco Nevada Corp 2.7%
GDXJ Vaneck ETF Trust 2.5%
AMZN Amazon.com Inc 2.2%
UYLD Angel Oak Funds Trust 2.0%
AEM Agnico Eagle Mines Ltd 1.8%
BOXX Ea Series Trust 1.6%
BUXX Ea Series Trust 1.6%
GRID First Tr Exchange-Traded Fd 1.6%
MSFT Microsoft Corp 1.5%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist