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DOSSIER · 13F-HR · Q2 2026

CFG Wealth Management Services, Inc.

$107M in tracked AUM across 80 positions as of Q2 2026.

CW
CIK 0002133547 · last filed Jun 30, 2026
Total AUM
$107M
as of Q2 2026
Holdings
80
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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