TCFG WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$256.0M

Holdings

268

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (268 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
59,662$16.2M6.34%
2
NVDANVIDIA CORPORATION
78,532$14.6M5.72%
3
GDXJVANECK ETF TRUST
82,964$9.4M3.69%
4
AMZNAMAZON COM INC
27,439$6.3M2.47%
5
UYLDANGEL OAK FUNDS TRUST
106,114$5.4M2.12%
6
FNVFRANCO NEV CORP
25,304$5.2M2.05%
7
MSFTMICROSOFT CORP
9,970$4.8M1.88%
8
GRIDFIRST TR EXCHANGE TRADED FD
29,457$4.5M1.76%
9
BOXXEA SERIES TRUST
37,614$4.3M1.69%
10
AEMAGNICO EAGLE MINES LTD
21,206$3.6M1.40%
11
VVISA INC
9,244$3.2M1.27%
12
WPMWHEATON PRECIOUS METALS CORP
26,291$3.1M1.21%
13
GOOGLALPHABET INC
9,783$3.1M1.20%
14
RDVYFIRST TR EXCHANGE TRADED FD
41,515$2.9M1.13%
15
GOOGALPHABET INC
8,672$2.7M1.06%
16
DGCBDIMENSIONAL ETF TRUST
49,710$2.7M1.05%
17
CEGCONSTELLATION ENERGY CORP
7,406$2.6M1.02%
18
DFACDIMENSIONAL ETF TRUST
64,225$2.5M0.99%
19
REMXVANECK ETF TRUST
34,287$2.5M0.99%
20
FEXFIRST TR EXCHANGE-TRADED ALP
21,306$2.5M0.99%
21
RWLINVESCO EXCH TRADED FD TR II
21,125$2.4M0.94%
22
CVXCHEVRON CORP NEW
15,353$2.3M0.91%
23
CCOCAMECO CORP
24,875$2.3M0.89%
24
AVGOBROADCOM INC
6,092$2.1M0.82%
25
HPHELMERICH & PAYNE INC
72,508$2.1M0.81%
26
EPDENTERPRISE PRODS PARTNERS L
60,604$1.9M0.76%
27
OKLOOKLO INC
26,600$1.9M0.75%
28
AMDADVANCED MICRO DEVICES INC
8,848$1.9M0.74%
29
FVDFIRST TR EXCHANGE-TRADED FD
38,941$1.8M0.70%
30
FDDFIRST TR EXCHANGE-TRADED FD
101,934$1.8M0.70%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
3,488$1.8M0.68%
32
PLTRPALANTIR TECHNOLOGIES INC
9,808$1.7M0.68%
33
METAMETA PLATFORMS INC
2,607$1.7M0.67%
34
LGOVFIRST TR EXCHANGE-TRADED FD
78,283$1.7M0.67%
35
CPERUNITED STS COMMODITY INDEX F
48,029$1.7M0.66%
36
PSLV/USPROTT ASSET MANAGEMENT LP
70,875$1.7M0.65%
37
NDQINVESCO QQQ TR
2,682$1.6M0.64%
38
AMLPALPS ETF TR
32,853$1.5M0.60%
39
SIISPROTT INC
15,700$1.5M0.60%
40
BUFRFIRST TR EXCHNG TRADED FD VI
42,564$1.5M0.57%
41
MPMP MATERIALS CORP
28,490$1.4M0.56%
42
APPAPPLOVIN CORP
2,054$1.4M0.54%
43
CGUSCAPITAL GROUP CORE EQUITY ET
33,867$1.4M0.53%
44
DDWMWISDOMTREE TR
29,126$1.3M0.51%
45
FGDFIRST TR EXCHANGE TRADED FD
43,014$1.3M0.51%
46
NUENUCOR CORP
7,701$1.3M0.49%
47
PTLCPACER FDS TR
22,329$1.2M0.48%
48
KMIKINDER MORGAN INC DEL
44,747$1.2M0.48%
49
JEPIJ P MORGAN EXCHANGE TRADED F
20,919$1.2M0.47%
50
LMBSFIRST TR EXCHANGE-TRADED FD
23,517$1.2M0.46%
51
TDIVFIRST TR EXCHANGE TRADED FD
12,035$1.2M0.46%
52
FTAFIRST TR EXCHANGE-TRADED ALP
13,309$1.1M0.45%
53
FDLFIRST TR EXCHANGE-TRADED FD
25,676$1.1M0.44%
54
KNGFIRST TR EXCHANGE-TRADED FD
22,881$1.1M0.44%
55
DDIVFIRST TR EXCHANGE TRADED FD
26,969$1.1M0.44%
56
CGCPCAPITAL GRP FIXED INCM ETF T
48,690$1.1M0.43%
57
XOMEXXON MOBIL CORP
9,023$1.1M0.42%
58
JPMJPMORGAN CHASE & CO.
3,339$1.1M0.42%
59
GQ9SPDR GOLD TR
2,694$1.1M0.42%
60
PPLTABRDN PLATINUM ETF TRUST
5,650$1.1M0.41%
61
FTSLFIRST TR EXCHANGE-TRADED FD
22,917$1.1M0.41%
62
SPYSPDR S&P 500 ETF TR
1,488$1.0M0.40%
63
AIRRFIRST TR EXCHANGE TRADED FD
10,071$990K0.39%
64
MMLGFIRST TR EXCHNG TRADED FD VI
27,952$990K0.39%
65
DFICDIMENSIONAL ETF TRUST
27,816$958K0.37%
66
DUHPDIMENSIONAL ETF TRUST
25,156$956K0.37%
67
CSLCARLISLE COS INC
2,941$940K0.37%
68
COSTCOSTCO WHSL CORP NEW
1,087$937K0.37%
69
TSLATESLA INC
2,077$933K0.36%
70
MUMICRON TECHNOLOGY INC
3,161$902K0.35%
71
MDIVFIRST TR EXCHANGE TRADED FD
57,311$900K0.35%
72
PGPROCTER AND GAMBLE CO
5,997$859K0.34%
73
EMLPFIRST TR EXCHANGE-TRADED FD
22,627$856K0.33%
74
BILSSPDR SERIES TRUST
8,580$851K0.33%
75
DFSVDIMENSIONAL ETF TRUST
25,498$838K0.33%
76
DISDISNEY WALT CO
7,362$837K0.33%
77
SIVRABRDN SILVER ETF TRUST
12,237$827K0.32%
78
FYXFIRST TR EXCHANGE-TRADED ALP
7,287$824K0.32%
79
PTNQPACER FDS TR
10,471$823K0.32%
80
GDMNWISDOMTREE TR
8,815$819K0.32%
81
SILGLOBAL X FDS
9,685$808K0.32%
82
JNJJOHNSON & JOHNSON
3,895$806K0.31%
83
CGSDCAPITAL GRP FIXED INCM ETF T
30,454$792K0.31%
84
SMHVANECK ETF TRUST
2,115$761K0.30%
85
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.29%
86
FXLFIRST TR EXCHANGE TRADED FD
4,442$747K0.29%
87
COWZPACER FDS TR
12,215$746K0.29%
88
IAU*ISHARES GOLD TR
9,101$738K0.29%
89
HYMCHYCROFT MINING HOLDING CORP
30,885$734K0.29%
90
MRKMERCK & CO INC
6,967$733K0.29%
91
VOOVANGUARD INDEX FDS
1,165$730K0.29%
92
ALB 7.25 03/01/27ALBEMARLE CORP
12,150$721K0.28%
93
XLKSELECT SECTOR SPDR TR
4,997$719K0.28%
94
CGICCAPITAL GROUP INTERNATIONAL
22,029$715K0.28%
95
PSECPROSPECT CAP CORP
275,333$713K0.28%
96
BUXXEA SERIES TRUST
33,850$685K0.27%
97
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,252$684K0.27%
98
USAIPACER FDS TR
17,922$683K0.27%
99
MTUMISHARES TR
2,690$673K0.26%
100
BACVERIZON COMMUNICATIONS INC
16,452$670K0.26%
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