13F filer

TCFG Wealth Management

As of Mar 31, 2026 Filed Apr 24, 2026 CIK 1548059 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$267.5M

Positions

274

Top Position

AAPL5.6%

Top 5

21.3%

Latest filing changes

vs Dec 31, 2025

1 TBIL F/m US Treasury 3 Month Bill Fund — ETF Class Shares >999%+$14.7M

2 BUXX Strive Enhanced Income Short Maturity ETF +523.8%+$3.6M

3 NFLX Netflix +425.7%+$1.3M

4 FNV Franco Nev +14.2%+$890K

5 HYMC Hycroft Mining Holding +79.4%+$863K

Holdings274

#
1	AAPL Apple	5.6%	$15.0M	-1.2%	59.0K	6.3%	Common Stock
2	TBIL F/m US Treasury 3 Month Bill Fund — ETF Class Shares	5.6%	$15.0M	>999%	300.1K	0.1%	ETF
3	NVDA NVIDIA	4.9%	$13.2M	-3.4%	75.8K	5.7%	Common Stock
4	FNV Franco Nev	2.7%	$7.1M	+14.2%	28.9K	2.0%	Common Stock
5	GDXJ VanEck Junior Gold Miners ETF	2.5%	$6.6M	-33.9%	54.8K	3.7%	ETF
6	AMZN Amazon	2.2%	$5.8M	+1.5%	27.9K	2.5%	Common Stock
7	UYLD Angel Oak UltraShort Income ETF	2.0%	$5.3M	-2.3%	103.7K	2.1%	ETF
8	AEM Agnico Eagle Mines	1.8%	$4.8M	+12.1%	23.8K	1.4%	Common Stock
9	BOXX Alpha Architect 1-3 Month Box ETF	1.6%	$4.4M	+0.6%	37.8K	1.7%	ETF
10	BUXX Strive Enhanced Income Short Maturity ETF	1.6%	$4.3M	+523.8%	211.2K	0.3%	ETF
11	GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	1.6%	$4.1M	-13.9%	25.4K	1.8%	ETF
12	MSFT Microsoft	1.5%	$4.1M	+10.5%	11.0K	1.9%	Common Stock
13	WPM Wheaton Precious Metals	1.3%	$3.4M	-1.4%	25.9K	1.2%	Common Stock
14	GOOGL Alphabet Class A Filing details 02079K305 Mar 31, 2026 10,009 reported quantity $2,880,459 reported value	1.1%	$2.9M	+2.3%	10.0K	1.2%	Common Stock
15	RDVY First Trust Rising Dividend Achievers ETF	1.1%	$2.8M	-0.4%	41.3K	1.1%	ETF
16	FTCS First Trust Capital Strength ETF	1.1%	$2.8M	NEW	30.4K	—	ETF
17	V Visa	1.0%	$2.8M	+0.5%	9.3K	1.3%	Common Stock
18	CVX Chevron	1.0%	$2.8M	-12.4%	13.4K	0.9%	Common Stock
19	DGCB Dimensional Global Credit ETF	1.0%	$2.7M	-0.5%	49.4K	1.1%	ETF
20	FEX First Trust Large Cap Core AlphaDEX Fund	1.0%	$2.6M	+0.9%	21.5K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing19

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.