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Manager record

Tcfg Wealth Management, Llc

Laguna Niguel, CA · CIK 1548059 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$267.47MReported 13F valueQ1 2026 · as filed
274Holdings listed
+4.5%vs prior quartervalue change includes market moves
4Quarters on record
Apr 24Latest filed
Reported 13F value by quarter, Q2 2025 to Q1 2026Q2 2025: $220.8M$220.8MQ2 2025259 holdingsQ3 2025: $254.5M$254.5MQ3 2025262 holdingsQ4 2025: $256.0M$256.0MQ4 2025268 holdingsQ1 2026: $267.5M$267.5MQ1 2026274 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Apr 24 2026 13F-HR · period Q1 2026

$267.47M · 274 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$256.00M · 268 holdings listed · View original SEC filing ↗
Nov 21 2025 13F-HR/A · period Q3 2025

$254.49M · 262 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 18 2025 13F-HR · period Q3 2025

$242.24M · 303 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$220.77M · 259 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing Apr 24, 2026 · Change methodology