CFG Wealth Management Services, Inc.
All 13F Filings
- Location
- Indianapolis, XX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 108,980
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 155 | 108,980 | 13F-HR | CFG Wealth Management Services, Inc. |
| Q2 2026 | 7/15/2026 | 80 | 106,554 | 13F-HR | CFG Wealth Management Services, Inc. |
| Q1 2026 | 5/7/2026 | 152 | 110,189 | 13F-HR | CFG Wealth Management Services, Inc. |
| Q4 2025 | 5/7/2026 | 157 | 109,652 | 13F-HR | CFG Wealth Management Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.819 K | 7.2% | 2.012 K | 0 | 2.012 K |
| ETFs | 101.2 K | 92.8% | 415 | 0 | 415 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
108,980
Holdings
155
QoQ value change ($000)
2,426
(2.3%)
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.