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TCFG WEALTH MANAGEMENT, LLC
TCFG WEALTH MANAGEMENT, LLC is an institution, managing $253.5M across 262 long positions as of Q3 2025 with 44% ETF concentration.
- Portfolio Value
- $253.5M
- Positions
- 262
- Top Holding
- AAPL at 6.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TCFG WEALTH MANAGEMENT, LLC's portfolio (28.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $15.5M | 6.13% | -$457.3K Sold | 0.00% 61.0K shares | |
Semiconductors Technology | $15.1M | 5.94% | -$264.8K Sold | 0.00% 80.7K shares | |
ETF ETF | $7.3M | 2.88% | +$4.5M Bought | — 73.8K shares | |
Specialty Retail Consumer Cyclical | $6.2M | 2.46% | -$20.6K Sold | 0.00% 28.4K shares | |
ETF ETF | $5.5M | 2.17% | +$106.4K Bought | — 107.8K shares | |
Software - Infrastructure Technology | $5.4M | 2.12% | +$101.5K Bought | 0.00% 10.4K shares | |
Gold Basic Materials | $5.3M | 2.11% | +$34.1K Bought | 0.01% 24.0K shares | |
ETF ETF | $4.4M | 1.74% | -$212.0K Sold | — 38.6K shares | |
ETF ETF | $4.4M | 1.72% | +$270.4K Bought | — 28.9K shares | |
Regulated Electric Utilities | $3.5M | 1.39% | +$410.8K Bought | 0.02% 31.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TCFG WEALTH MANAGEMENT, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for TCFG WEALTH MANAGEMENT, LLC
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