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Tcfg Wealth Management - Q4 2025 13F Filings

TC

Tcfg Wealth Management, LLC

CIK: 0001548059
Address: California Laguna Niguel 28202 Cabot Road, Suite 300
$256 M
Portfolio Value
268
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 04/24/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. GRID First Trst Nasd Cl Edg Sgiif
+$4.51 M
2. QQQ Invesco Qqq Trust Series I
+$1.65 M
3. FGD First Trust Dj Gl Sel Dvd
+$1.3 M
4. KNG Ft Vest S&P 500 Dvd Arst Trg
+$1.12 M
5. PPLT Abrdn Physical Platinum Shares Etf
+$1.05 M
6. GDXJ Vaneck Junior Gold Miners Etf
+$1.04 M
7. SIL Global X Silver Miners Etf
+$808,891
8. HYMC Hycroft Mining Holding Corporation
+$734,136

Top Sells

Q4 2025
1. IWF Ishares Russell 1000 Growth Etf
−$173.88 M
2. IVV Ishares Core S&P 500 Etf
−$142.62 M
3. IWD Ishares Russell 1000 Value Etf
−$68.67 M
4. DDWM Wisdomtree Dynamic International Equity Fund
−$53.85 M
5. IJS Ishares S&P Small-Cap 600 Value Etf
−$51.34 M

Asset Allocation

Stocks/ETFs
+10.15%
$253.29 M 98.94%
Options
$0 0.00%
Debt
-2.19%
$425,680 0.17%
Other
-80.78%
$2.28 M 0.89%

Sector Allocation (Stocks)

Tcfg Wealth Management Q4 2025 Filing Summary

Tcfg Wealth Management, LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 256 M reflecting a +5.68% change from the prior quarter, spanning 268 assets. The top 10 holdings comprised 29.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 40 new positions and 63 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Tcfg Wealth Management’s Q4 2025 Filing

Tcfg Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Tcfg Wealth Management reported a managed portfolio value of 256 M, consisting of 268 individual positions.

This page displays the raw filing documents. To see which stocks Tcfg Wealth Management bought or sold during Q4 2025, please visit Tcfg Wealth Management's Portfolio Analysis page.