DOSSIER · 13F-HR · Q1 2026

TCFG WEALTH MANAGEMENT, LLC

TCFG WEALTH's asset manager based in Greenwich, CT $267M in tracked AUM across 274 positions as of Q1 2026.

TW
TCFG WEALTH·Greenwich, CT·Asset Manager
CIK 0001548059 · last filed Mar 31, 2026
Total AUM
$267M
8.9%
vs prior
Holdings
274
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TCFG WEALTH MANAGEMENT, LLC 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$15M59K5.6%
02
TBIL
RBB FD INC
$15M300K5.6%
03
NVDA
NVIDIA CORPORATION
$13M76K4.9%
04
FNV
FRANCO NEV CORP
$7M29K2.7%
05
GDXJ
VANECK ETF TRUST
$7M55K2.5%
06
AMZN
AMAZON COM INC
$6M28K2.2%
07
UYLD
ANGEL OAK FUNDS TRUST
$5M104K2.0%
08
AEM
AGNICO EAGLE MINES LTD
$5M24K1.8%
09
BOXX
EA SERIES TRUST
$4M38K1.6%
10
BUXX
EA SERIES TRUST
$4M211K1.6%

Filing history

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