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TFC Financial Management, Inc. 13F holdings

Filed 2026-07-23 · TFC Financial Management, Inc. · 1,034 positions · $902.3M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR325.2K$243.5M27.0%
IDEVISHARES TR1.4M$122.6M13.6%
SHYISHARES TR1.0M$84.3M9.3%
ACWIISHARES INC734.8K$60.9M6.7%
JQUAJ P MORGAN EXCHANGE TRADED F764.2K$55.2M6.1%
DFUVDIMENSIONAL ETF TRUST905.8K$49.8M5.5%
DFATDIMENSIONAL ETF TRUST411.5K$28.8M3.2%
VTWGVANGUARD SCOTTSDALE FDS87.1K$25.1M2.8%
VVVANGUARD INDEX FDS53.3K$18.3M2.0%
JNJJOHNSON & JOHNSON48.9K$12.4M1.4%
NUEMNUSHARES ETF TR292.5K$12.4M1.4%
AAPLAPPLE INC41.9K$12.1M1.3%
BSVVANGUARD BD INDEX FDS85.6K$6.7M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL11.7K$5.9M0.7%
MSFTMICROSOFT CORP15.7K$5.9M0.6%
EXMOCEXXON MOBIL CORP41.6K$5.7M0.6%
MRKMERCK & CO INC38.7K$5.0M0.6%
NVDANVIDIA CORPORATION24.0K$4.8M0.5%
CVMCMORGAN STANLEY ETF TRUST61.1K$4.7M0.5%
ESMLISHARES TR81.8K$4.6M0.5%
ITOTISHARES TR26.7K$4.4M0.5%
GOOGLALPHABET INC9.2K$3.3M0.4%
BNDVANGUARD BD INDEX FDS43.3K$3.2M0.4%
IWBISHARES TR7.8K$3.2M0.4%
—TIDAL TRUST I132.5K$3.0M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL4$3.0M0.3%
IBMINTERNATIONAL BUSINESS MACHS10.2K$2.9M0.3%
GEGE AEROSPACE7.3K$2.7M0.3%
QUALISHARES TR11.9K$2.6M0.3%
SPYSTATE STR SPDR S&P 500 ETF T3.4K$2.5M0.3%
ONBOLD NATL BANCORP IND95.4K$2.5M0.3%
VTIVANGUARD INDEX FDS6.6K$2.5M0.3%
VXFVANGUARD INDEX FDS9.7K$2.4M0.3%
JPMJPMORGAN CHASE & CO7.2K$2.4M0.3%
AMZNAMAZON COM INC9.6K$2.3M0.3%
VOOVANGUARD INDEX FDS3.1K$2.1M0.2%
GEVGE VERNOVA INC1.7K$2.0M0.2%
IJRISHARES TR13.5K$2.0M0.2%
LHXL3HARRIS TECHNOLOGIES INC6.1K$1.8M0.2%
IEFAISHARES TR18.1K$1.7M0.2%
EFAISHARES TR16.7K$1.7M0.2%
PWRDTCW ETF TRUST13.5K$1.7M0.2%
HTFLHEARTFLOW INC55.6K$1.6M0.2%
GOOGALPHABET INC4.6K$1.6M0.2%
—ACCENTURE PLC IRELAND11.9K$1.5M0.2%
EXPEEXPEDIA GROUP INC5.5K$1.4M0.2%
IWFISHARES TR11.2K$1.4M0.2%
SUSAISHARES TR8.5K$1.3M0.1%
MAMASTERCARD INCORPORATED2.6K$1.3M0.1%
VTVVANGUARD INDEX FDS6.0K$1.3M0.1%
PGPROCTER & GAMBLE CO8.6K$1.3M0.1%
WMTWALMART INC10.0K$1.1M0.1%
MMM3M CO7.0K$1.1M0.1%
VBVANGUARD INDEX FDS3.7K$1.1M0.1%
COSTCOSTCO WHOLESALE CORPORATION1.2K$1.1M0.1%
NUDMNUSHARES ETF TR26.6K$1.1M0.1%
LLYELI LILLY & CO877$1.1M0.1%
METAMETA PLATFORMS INC1.8K$985,5450.1%
DDOGDATADOG INC3.5K$913,6040.1%
DVYISHARES TR5.8K$910,3000.1%
Top Fund Holdings
13F
Top Fund Holdings

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