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Portfolio (Quarterly) Guide ↗

TFC Financial Management, Inc.

· CIK 0001827844
13F Portfolio $902M AUM 1,034 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 99 New 282 Added 130 Reduced 63 Exited
Page 1 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 325,201.0 $243.5M 26.99% -8K -2.4% $748.89 +3.7%
2 IEMG ISHARES INC 734,844.0 $60.9M 6.75% -21K -2.8% $82.84 -1.1%
3 JNJ JOHNSON & JOHNSON Healthcare 48,938.0 $12.4M 1.38% -278.0 -0.6% $253.97 +3.3%
4 AAPL APPLE INC Technology 41,897.0 $12.1M 1.34% -1K -2.9% $289.36 +5.6%
5 BSV VANGUARD BD INDEX FDS 85,616.0 $6.7M 0.74% -23K -21.4% $77.91 -0.4%
6 MSFT MICROSOFT CORP Technology 15,703.0 $5.9M 0.65% -368.0 -2.3% $373.03 +28.8%
7 GOOGL ALPHABET INC Communication Services 9,217.0 $3.3M 0.36% -150.0 -1.6% $357.39 -3.7%
8 BND VANGUARD BD INDEX FDS 43,338.0 $3.2M 0.35% -13K -23.4% $73.41 -1.7%
9 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.33% -1.0 -20.0% $748850.00
10 IBM INTERNATIONAL BUSINESS MACHS Technology 10,159.0 $2.9M 0.32% -2K -18.5% $281.21 -18.6%
11 ONB OLD NATL BANCORP IND Financial Services 95,400.0 $2.5M 0.27% -6K -5.9% $25.90 +4.5%
12 VXF VANGUARD INDEX FDS 9,667.0 $2.4M 0.26% -205.0 -2.1% $246.21 +1.5%
13 VOO VANGUARD INDEX FDS 3,083.0 $2.1M 0.23% -61.0 -1.9% $686.91 +3.4%
14 IJR ISHARES TR 13,512.0 $2.0M 0.22% -156.0 -1.1% $148.31 +1.0%
15 IEFA ISHARES TR 18,092.0 $1.7M 0.19% -189.0 -1.0% $96.58 +4.6%
16 PWRD TCW ETF TRUST 13,540.0 $1.7M 0.18% -2K -10.6% $122.96 -6.8%
17 ACN ACCENTURE PLC IRELAND Technology 11,916.0 $1.5M 0.16% -252.0 -2.1% $124.44 +36.6%
18 SUSA ISHARES TR 8,523.0 $1.3M 0.15% -167.0 -1.9% $154.30 +3.1%
19 WMT WALMART INC Consumer Defensive 10,038.0 $1.1M 0.13% -52.0 -0.5% $113.26 +0.9%
20 VB VANGUARD INDEX FDS 3,710.0 $1.1M 0.12% -6K -61.5% $303.13 +1.6%
Page 1 of 7  ·  130 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Healthcare 20.6%
Financial Services 11.6%
Industrials 10.2%
Consumer Cyclical 6.8%
Consumer Defensive 5.9%
Energy 5.6%
Communication Services 5.4%
Utilities 2.5%
Basic Materials 1.2%