CFG Wealth Management Services, Inc. - Portfolio Stock Holdings
CFG Wealth Management Services, Inc. disclosed 122 stock positions in a recent SEC 13F filing. $105,196,029 of stock holdings were filed, with the largest holdings including SCHZ, SCHF, and SCHB. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $110,201,914 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$105,196,029Top Stock Holdings By Sector
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Portfolio Stock Holdings - CFG Wealth Management Services, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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