What does CFG Wealth Management Services, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

CFG Wealth Management Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB U.S. AGGREGATE BOND ETF

$14M573K12.5%

SCHWAB INTERNATIONAL EQUITY ETF

$9M369K8.2%

SCHWAB U.S. BROAD MARKETETF

$8M314K7.2%

INVESCO S&P 500 LOW VOLATILITY ETF

$7M95K6.4%

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

$7M85K6.0%

SCHWAB HIGH YIELD BOND ETF

$6M228K5.4%

SCHWAB EMERGING MARKETS EQUITY ETF

$5M160K4.8%

SCHWAB SHORT-TERM U.S. TREASURY ETF

$5M206K4.5%

SCHWAB U.S. SMALL-CAP ETF

$4M154K4.0%

SCHWAB U.S. LARGE-CAP VALUE ETF

$4M143K4.0%

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