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Home > Institutional Investor > Tcfg Wealth Management, Llc > Profile

Instuitional Investor - Tcfg Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tcfg Wealth Management, Llc
Portfolio Value $220,773,338
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 82,086 $12,968,764 5.87%
2.
Apple Inc.
 AAPL 62,772 $12,878,964 5.83%
3.
Amazon Com Inc
 AMZN 28,475 $6,247,130 2.83%
4.
Angel Oak Funds Trust - OAK ULTRASHORT
 105,675 $5,396,832 2.44%
5.
Microsoft Corp
 MSFT 10,164 $5,055,763 2.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)