StockDriftsStockDriftsTop 50 Tcfg Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.59% | 59.0K | $15.0M | -1.17%(-698) | $214.29(+39.47%) | 2026-03-31 | |
| TBIL | RBB FD INC | 5.59% | 300.1K | $15.0M | +6388.00%(+295.44K) | $49.87(+0.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.94% | 75.8K | $13.2M | -3.44%(-2.71K) | $122.47(+84.40%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP | 2.67% | 28.9K | $7.1M | +14.24%(+3.60K) | $139.75(+72.30%) | 2026-03-31 | |
| GDXJ | VANECK ETF TRUST | 2.46% | 54.8K | $6.6M | -33.93%(-28.15K) | $66.02(+95.31%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.17% | 27.9K | $5.8M | +1.52%(+418) | $190.55(+41.76%) | 2026-03-31 | |
| UYLD | ANGEL OAK FUNDS TRUST | 1.98% | 103.7K | $5.3M | -2.31%(-2.45K) | $51.04(+0.07%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD | 1.8% | 23.8K | $4.8M | +12.09%(+2.56K) | $95.52(+105.16%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 1.65% | 37.8K | $4.4M | +0.62%(+235) | $108.43(+7.60%) | 2026-03-31 | |
| BUXX | EA SERIES TRUST | 1.6% | 211.2K | $4.3M | +523.81%(+177.31K) | $20.25(-0.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.45% |
Tcfg Wealth Management, Llc reports $267.47M in US-listed equity holdings across 274 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.6%), TBIL (5.6%) and NVDA (4.9%). The top 20 holdings account for 42.05% of reported assets. Its disclosed equity book has returned +16.69% cumulatively over 6 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tcfg Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1548059). View Tcfg Wealth Management, Llc’s 13F filings on SEC