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Home > Institutional Investor > Tcfg Wealth Management, Llc > 13F Holdings

Instuitional Investor - Tcfg Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,976 $15,526,365 6.1%
2.
Nvidia Corp
 NVDA 80,667 $15,050,912 5.91%
3.
Market Vectors Etf Trust
 SMH 73,818 $7,310,197 2.87%
4.
Amazon Com Inc
 AMZN 28,381 $6,231,636 2.45%
5.
Angel Oak Funds Trust - OAK ULTRASHORT
 107,756 $5,511,197 2.17%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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