TCFG WEALTH MANAGEMENT, LLC

Position in BA — Boeing Co

CIK 1548059 LAGUNA NIGUEL, CA

Position in BA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$353,875

-$135,296 QoQ

Shares Held

1,778

-21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

TCFG WEALTH MANAGEMENT, LLC holds $2,231,159 across 6 Aerospace & Defense names. BA ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	2,747	$529,896
2	GE	General Electric Co	1,796	$509,650
3	BA	Boeing Co This page	1,778	$353,875
4	LMT	Lockheed Martin Corp	549	$331,810
5	BWXT	BWX Technologies, Inc.	1,336	$273,198
6	AXON	Axon Enterprise, Inc.	548	$232,730

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,875	1,778	-21.1%	Shares	Sole	2026-04-24
2025-12-31	$489,171	2,253	+18.6%	Shares	Sole	2026-02-13
2025-09-30	$410,077	1,900	-4.8%	Shares	Sole	2025-11-21
2025-06-30	$418,221	1,996	-0.2%	Shares	Sole	2025-07-23
2025-03-31	$341,100	2,000	+11.1%	Shares	Sole	2025-04-17
2024-12-31	$318,600	1,800	-4.4%	Shares	Sole	2025-01-30
2024-09-30	$286,291	1,883	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.