CFG Wealth Management Services, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Indianapolis, Unknown
CIK
0002133547
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
152
110,188
SCHZ, SCHF, SCHB, SPLV
13F-HR
5/7/2026
000213354726000002
Q4 2025
157
109,651
SCHZ, SCHF, SCHB, SPLV
13F-HR
5/7/2026
000213354726000001