TCFG WEALTH MANAGEMENT, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, TCFG WEALTH MANAGEMENT, LLC opened 14 positions, added to 63, reduced 43, sold out of 9 and left 26 unchanged. The largest increase in value was TBIL (+$14,961,490); the largest decrease was GDXJ (-$2,859,534).
- PPLT: Country of operation United States; Class PHYSCL PLATM SHS; Shares 2025-12-31 5,650; Shares 2026-03-31 0.
- GDMN: Country of operation —; Class EFFICIENT GLD PL; Shares 2025-12-31 8,815; Shares 2026-03-31 0.
- SIL: Country of operation —; Class GLOBAL X SILVER; Shares 2025-12-31 9,685; Shares 2026-03-31 0.
- USAI: Country of operation —; Class AMERCN ENRGY IND; Shares 2025-12-31 17,922; Shares 2026-03-31 0.
Two Form 13F-HR filings compared (SEC CIK 1548059): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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