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Cfg Wealth Management Services - Q1 2026 13F Filings

CF

Cfg Wealth Management Services, Inc.

CIK: 0002133547
Address: Unknown Indianapolis 9840 Westpoint Drive Suite 150
$110.19 M
Portfolio Value
152
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. TMDX Transmedics Group
+$466,133
2. HROW Harrow
+$361,344.76
3. SCHZ Schwab Us Aggregate Bond Etf
+$332,718.92
4. IBCA Ishares Ibonds Dec 2035 Term Corporate Etf
+$200,504.83
5. BSCZ Invesco Bulletshares 2035 Corporate Bond Etf
+$199,864.85

Top Sells

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$1.06 M
2. KRUS Kura Sushi Usa
−$488,530
3. RIG Transocean
−$228,522.47
4. UPSX Tradr 2X Long Upst Daily Etf
−$148,500
5. REAL The Realreal
−$142,020

Asset Allocation

Stocks/ETFs
+0.20%
$105.69 M 95.92%
Options
$0 0.00%
Debt
$0 0.00%
Other
+7.85%
$4.5 M 4.08%

Sector Allocation (Stocks)

Cfg Wealth Management Services Q1 2026 Filing Summary

Cfg Wealth Management Services, Inc. filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 110.19 M reflecting a +0.49% change from the prior quarter, spanning 152 assets. The top 10 holdings comprised 65.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 21 new positions and 30 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Cfg Wealth Management Services’s Q1 2026 Filing

Cfg Wealth Management Services submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cfg Wealth Management Services reported a managed portfolio value of 110.19 M, consisting of 152 individual positions.

This page displays the raw filing documents. To see which stocks Cfg Wealth Management Services bought or sold during Q1 2026, please visit Cfg Wealth Management Services's Portfolio Analysis page.