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Tcfg Wealth Management - Q1 2026 13F Filings

TC

Tcfg Wealth Management, LLC

CIK: 0001548059
Address: California Laguna Niguel 28202 Cabot Road, Suite 300
$267.47 M
Portfolio Value
274
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. TBIL Us Treasury 3 Month Bill Etf
+$14.73 M
2. BUXX Strive Enhanced Income Short Maturity Etf
+$3.59 M
3. FTCS First Trust Capital Strength Etf
+$2.82 M
4. NFLX Netflix
+$1.35 M
5. FNV Franco-Nevada Corporation
+$890,122.1

Top Sells

Q1 2026
1. GDXJ Vaneck Junior Gold Miners Etf
−$3.38 M
2. HP Helmerich & Payne
−$2.03 M
3. CPER United States Copper Index Fund
−$1.68 M
4. CEG Constellation Energy Corporation
−$1.47 M
5. CCJ Cameco Corporation
−$1.06 M

Asset Allocation

Stocks/ETFs
+5.10%
$266.21 M 99.53%
Options
$0 0.00%
Debt
-4.83%
$405,130 0.15%
Other
-62.38%
$856,462 0.32%

Sector Allocation (Stocks)

Tcfg Wealth Management Q1 2026 Filing Summary

Tcfg Wealth Management, LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 267.47 M reflecting a +4.48% change from the prior quarter, spanning 274 assets. The top 10 holdings comprised 30.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 25 new positions and 19 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Tcfg Wealth Management’s Q1 2026 Filing

Tcfg Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Tcfg Wealth Management reported a managed portfolio value of 267.47 M, consisting of 274 individual positions.

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