TCFG WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Laguna Niguel, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 267,471
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 274 | 267,471 | 13F-HR | TCFG WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/13/2026 | 268 | 255,997 | 13F-HR | TCFG WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/21/2025 | 262 | 254,493 | 13F-HR/A - RESTATEMENT | TCFG WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/18/2025 | 303 | 242,244 | 13F-HR | TCFG WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/23/2025 | 259 | 220,773 | 13F-HR | TCFG WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.5 K | 74.5% | 0 | 39.51 K | -39.51 K |
| ETFs | 66.86 K | 25.1% | 51.06 K | 0 | 51.06 K |
| Debt | 1 K | 0.4% | 0 | 51 | -51 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
267,471
Holdings
274
QoQ value change ($000)
11,474
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.