TFR Capital, LLC.
TFR Capital, LLC is an SEC-registered investment advisory firm headquartered in Plano, Texas. The firm, owned by Joshua Dunham, offers personalized financial planning and discretionary portfolio management primarily for individuals, including high-net-worth clients, and charitable organizations. As of early 2025, the firm manages over $327 million in assets for more than 600 accounts and employs 9 professionals. The firm serves clients across the United States with a focus on transparent, client-centric wealth management since its establishment.
Investment Strategy
TFR Capital, LLC provides discretionary portfolio management, focusing on diversified holdings in large-cap equities, ETFs, and tailored investment solutions. The firm constructs client portfolios featuring prominent technology and consumer sector holdings like Microsoft, Nvidia, Apple, and Amazon. Their approach blends active asset allocation and personalized financial planning, taking into account risk tolerance, time horizons, and specific client objectives. TFR Capital emphasizes disciplined, research-driven investment processes to achieve long-term financial growth and preserve capital.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.38% | $17.6M | 35,398 | $416.18 | $497.41 | +$4.6M |
N NVDA | NVIDIA CORPORATION | 5.90% | $16.3M | 103,150 | $129.85 | $157.99 | +$5.3M |
A AAPL | APPLE INC | 4.02% | $11.1M | 54,107 | $243.79 | $205.17 | -$649.1K |
R RWL | INVESCO EXCH TRADED FD TR II | 3.28% | $9.1M | 86,971 | $98.09 | $104.29 | +$667.7K |
A AMZN | AMAZON COM INC | 3.11% | $8.6M | 39,197 | $211.93 | $219.39 | +$891.4K |