TCFG WEALTH MANAGEMENT, LLC
Top Portfolio Positions
132 positions ·
$131,407,469 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
58,964 | $14,964,473 | 11.39% | |
| NVDA |
Nvidia Corp
Technology
|
75,827 | $13,224,228 | 10.06% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
28,907 | $7,141,474 | 5.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,857 | $5,801,777 | 4.42% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
23,770 | $4,824,834 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
11,016 | $4,077,792 | 3.10% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
25,921 | $3,395,910 | 2.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,009 | $2,878,188 | 2.19% | |
| V |
Visa Inc.
Financial Services
|
9,290 | $2,807,809 | 2.14% | |
| CVX |
Chevron Corp
Energy
|
13,443 | $2,781,356 | 2.12% |
Portfolio Trend
7 quarters · across all stocks
Holdings in OPFI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,835 | 15,024 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $157,151 | 15,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $169,655 | 14,974 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $148,979 | 10,649 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $105,787 | 11,375 | Shares | Sole | 2025-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||