Fund Holdings — TCFG WEALTH MANAGEMENT, LLC

Total Portfolio Value
$254.49M
Total Bought
$43.41M
Total Sold
$29.27M
Net Transaction
+$14.14M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANECK ETF TRUST
JUNIOR GOLD MINE
27,92073,818+45,8981,8877,3102.87%+5,423
FIRST TR EXCHANGE-TRADED FD032,014+32,01402,9981.18%+2,998
DIMENSIONAL ETF TRUST
GLOBAL CR ETF
11,05063,086+52,0365993,4981.37%+2,899
APPLE INC(AAPL)62,77260,976-1,79612,87915,5266.10%+2,647
NVIDIA CORPORATION(NVDA)82,08680,667-1,41912,96915,0515.91%+2,082
OKLO INC(OKLO)27,90031,580+3,6801,5623,5251.39%+1,963
VANECK ETF TRUST
RARE EAR STR ETF
028,313+28,31301,8640.73%+1,864
INVESCO QQQ TR02,779+2,77901,6680.66%+1,668
FRANCO NEV CORP(FNV)23,80623,959+1533,9025,3412.10%+1,438
HELMERICH & PAYNE INC(HP)50,53693,948+43,4127662,0750.82%+1,309
MP MATERIALS CORP(MP)18,01527,800+9,7855991,8650.73%+1,265
CENTRUS ENERGY CORP(LEU)03,845+3,84501,1920.47%+1,192
APPLOVIN CORP(APP)1,1872,057+8704161,4780.58%+1,062
AGNICO EAGLE MINES LTD(AEM)21,34020,706-6342,5383,4901.37%+952
PROSHARES TR
BITCOIN ETF
12,65854,736+42,0782721,0770.42%+805
WISDOMTREE TR(WT)08,585+8,58506820.27%+682
ALPHABET INC(GOOG)10,20910,182-271,7992,4760.97%+677
ALPHABET INC(GOOG)10,08010,096+161,7882,4590.97%+671
FIRST TR EXCH TRADED FD III033,471+33,47106110.24%+611
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
27,14928,939+1,7903,7744,3721.72%+598
GLOBAL X FDS
GLOBAL X GOLD EX
08,775+8,77505960.23%+596
GLOBAL X FDS
DEFENSE TECH ETF
08,387+8,38705890.23%+589
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
025,775+25,77505860.23%+586
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
16,10025,248+9,1488761,4510.57%+575
WHEATON PRECIOUS METALS CORP(WPM)26,25626,166-902,3582,9261.15%+569
PACER FDS TR
TRENDP US MID CP
014,390+14,39005150.20%+515
BROADCOM INC(AVGO)5,7946,315+5211,5972,0830.82%+486
EXXON MOBIL CORP10,79414,300+3,5061,1641,6120.63%+449
RTX CORPORATION(RTX)02,613+2,61304370.17%+437
SPROTT INC(SII)10,19013,350+3,1607031,1100.44%+407
PACER FDS TR
TRENDPILOT 100
05,011+5,01103880.15%+388
ISHARES TR07,316+7,31603880.15%+388
COREWEAVE INC(CRWV)02,693+2,69303690.14%+369
ISHARES TR010,659+10,65903660.14%+366
ARISTA NETWORKS INC(ANET)02,468+2,46803600.14%+360
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,985+2,98503530.14%+353
PACER FDS TR
TRENDP US LAR CP
11,91717,383+5,4666059520.37%+347
TESLA INC(TSLA)4,0503,668-3821,2861,6330.64%+347
KINROSS GOLD CORP(KGC)013,586+13,58603380.13%+338
CIRCLE INTERNET GROUP INC(CRCL)02,440+2,44003230.13%+323
MICROSOFT CORP(MSFT)10,16410,360+1965,0565,3662.11%+310
VANGUARD WELLINGTON FD03,026+3,02603080.12%+308
PALANTIR TECHNOLOGIES INC(PLTR)11,24210,003-1,2391,5331,8250.72%+292
CELESTICA INC(CLS)01,158+1,15802850.11%+285
ALIBABA GROUP HLDG LTD(BABA)01,560+1,56002790.11%+279
ROBINHOOD MKTS INC(HOOD)2,6853,626+9412515190.20%+268
PIMCO ETF TR
0-5 HIGH YIELD
02,758+2,75802640.10%+264
VANGUARD BD INDEX FDS03,365+3,36502630.10%+263
FIRST TR EXCHANGE-TRADED FD11,8928,592-3,3002204780.19%+258
ONEOK INC NEW(OKE)03,447+3,44702520.10%+252
SPROTT ASSET MANAGEMENT LP(PSLV)75,72574,975-7509271,1770.46%+250
J P MORGAN EXCHANGE TRADED F
INTL HDGD EQT LA
04,623+4,62302390.09%+239
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
27,02631,266+4,2409981,2360.49%+238
VANGUARD INDEX FDS0722+72202370.09%+237
VIPER ENERGY INC(VNOM)06,050+6,05002310.09%+231
MICRON TECHNOLOGY INC(MU)1,6912,597+9062084350.17%+226
REDDIT INC(RDDT)0950+95002180.09%+218
MSC INCOME FUND INC(MSIF)016,799+16,79902170.09%+217
ORACLE CORP(ORCL)3,5203,502-187709850.39%+215
BLACKROCK ETF TRUST II09,266+9,26602070.08%+207
ISHARES GOLD TR(IAU)8,47910,108+1,6295297360.29%+207
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
03,143+3,14302050.08%+205
INTEL CORP(INTC)06,082+6,08202040.08%+204
CHEVRON CORP NEW(CVX)15,94516,014+692,2832,4870.98%+204
LOEWS CORP(L)02,000+2,00002010.08%+201
ADVANCED MICRO DEVICES INC(AMD)8,7498,901+1521,2411,4400.57%+199
CAMECO CORP(CCJ)23,16022,620-5401,7191,8970.75%+178
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
9,94013,032+3,0924045720.22%+168
JOHNSON & JOHNSON(JNJ)3,9534,095+1426047590.30%+155
SHOPIFY INC(SHOP)3,8954,045+1504496010.24%+152
FIRST TR EXCHANGE-TRADED ALP
COM SHS
21,73821,673-652,3902,5320.99%+142
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,1582,255+974896300.25%+141
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
21,20121,247+462,2112,3510.92%+140
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
41,96541,023-9422,6332,7591.08%+126
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
16,72920,865+4,1364135390.21%+126
WISDOMTREE TR(WT)32,22133,368+1,1471,2781,3990.55%+121
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
11,78411,970+1861,0631,1800.46%+117
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
21,30023,403+2,1031,0491,1650.46%+116
GE VERNOVA INC(GEV)811886+754295450.21%+116
BWX TECHNOLOGIES INC(BWXT)2,6382,688+503804960.19%+116
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
105,675107,756+2,0815,3975,5112.17%+114
CAPITAL GROUP INTERNATIONAL
SHS
17,81420,515+2,7015196320.25%+114
EATON CORP PLC(ETN)1,8812,081+2006717790.31%+107
CONSTELLATION ENERGY CORP(CEG)7,1617,346+1852,3112,4170.95%+106
VANECK ETF TRUST
SEMICONDUCTR ETF
2,1102,11005886890.27%+100
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
20,90522,691+1,7861,0261,1190.44%+92
GE AEROSPACE(GE)1,5821,658+764074990.20%+91
ISHARES TR4,8985,169+2714875750.23%+87
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6712,698+276767600.30%+84
MORGAN STANLEY(MS)1,7182,023+3052423220.13%+80
UNITED STS COMMODITY INDEX F(CPER)41,06645,944+4,8781,2991,3780.54%+79
UBER TECHNOLOGIES INC(UBER)6,3306,826+4965916690.26%+78
FIRST TR EXCHNG TRADED FD VI
ACTIVE FACTOR LA
29,13229,131-19801,0560.41%+76
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
27,03427,415+3819611,0350.41%+74
FIRST TR EXCHANGE-TRADED ALP
COM SHS
7,4507,309-1417257970.31%+72
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
43,93743,926-111,3971,4680.58%+71
PEMBINA PIPELINE CORP(PBA)10,21411,134+9203834510.18%+67
SPDR S&P 500 ETF TR(SPY)1,5831,569-149781,0450.41%+67
VALERO ENERGY CORP(VLO)1,8491,847-22493140.12%+66
ISHARES TR1,3801,387+75866520.26%+66
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