TCFG WEALTH MANAGEMENT, LLC

Business address
28202 Cabot Road, Suite 305, Laguna Niguel, CA, 92677
Top securities (13F)
AAPL, NVDA, GDXJ, AMZN, UYLD, MSFT, FNV, BOXX, GRID, OKLO, DGCB, AEM, V, FTCS, WPM, RDVY, DFAC, FEX, CVX, and GOOGL
State of incorporation
DE
Fiscal year end
31 December
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TCFG WEALTH MANAGEMENT, LLC has filed 20 SEC EDGAR filings since 04 Mar 2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open Document Open Filing 21 Nov 2025 30 Sep 2025 028-24390
13F-HR Open Document Open Filing 18 Nov 2025 30 Sep 2025 028-24390
N-PX Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-24390
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-24390
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-24390
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-24390
N-PX Open Document Open Filing 15 Oct 2024 30 Jun 2024 028-24390
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-24390
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2024 31 Dec 2023 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2023 31 Dec 2022 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 22 Feb 2022 31 Dec 2021 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 03 Mar 2021 31 Dec 2020 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 24 Feb 2020 31 Dec 2019 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2019 31 Dec 2018 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 03 Mar 2015 31 Dec 2014 008-69089
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Apr 2014 31 Dec 2013 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-69089