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Portfolio (Quarterly) Guide ↗

TFC Financial Management, Inc.

· CIK 0001827844
13F Portfolio $812M AUM 998 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 115 Added 174 Reduced 75 Exited
Page 2 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 25,663.0 $3.7M 0.45% $142.43 +15.0%
22 BERKSHIRE HATHAWAY INC DEL 5.0 $3.6M 0.44% $718140.00
23 IBM INTERNATIONAL BUSINESS MACHS Technology 12,470.0 $3.0M 0.37% -312.0 -2.4% $242.39 +2.8%
24 IWB ISHARES TR 7,765.0 $2.8M 0.34% $356.54 +14.5%
25 GOOGL ALPHABET INC Communication Services 9,367.0 $2.7M 0.33% -199.0 -2.1% $287.57 +28.0%
26 JSTC TIDAL TRUST I 131,430.0 $2.6M 0.32% +7K +5.7% $19.49 +16.4%
27 VB VANGUARD INDEX FDS 9,632.0 $2.5M 0.31% -294.0 -3.0% $261.93 +13.2%
28 ACN ACCENTURE PLC IRELAND Technology 12,168.0 $2.4M 0.30% $198.29 -35.5%
29 ONB OLD NATL BANCORP IND Financial Services 101,400.0 $2.2M 0.28% -7K -6.5% $22.10 +12.2%
30 QUAL ISHARES TR 11,556.0 $2.2M 0.27% -319.0 -2.7% $191.80 +12.6%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,355.0 $2.2M 0.27% +512.0 +18.0% $650.31 +14.8%
32 VTI VANGUARD INDEX FDS 6,580.0 $2.1M 0.26% +688.0 +11.7% $320.80 +15.3%
33 LHX L3HARRIS TECHNOLOGIES INC Industrials 6,109.0 $2.1M 0.26% $345.12 -14.6%
34 GE GE AEROSPACE Industrials 7,347.0 $2.1M 0.26% $283.76 +26.0%
35 VXF VANGUARD INDEX FDS 9,872.0 $2.0M 0.25% $205.80 +17.1%
36 AMZN AMAZON COM INC Consumer Cyclical 9,625.0 $2.0M 0.25% +233.0 +2.5% $208.27 +17.3%
37 JPM JPMORGAN CHASE & CO Financial Services 6,772.0 $2.0M 0.24% +150.0 +2.3% $294.18 +10.6%
38 VOO VANGUARD INDEX FDS 3,144.0 $1.9M 0.23% +52.0 +1.7% $597.46 +15.2%
39 IJR ISHARES TR 13,668.0 $1.7M 0.21% +863.0 +6.7% $124.31 +15.2%
40 IEFA ISHARES TR 18,281.0 $1.7M 0.20% +2K +10.3% $90.53 +7.5%
Page 2 of 50  ·  998 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 29.1%
Healthcare 21.0%
Financial Services 10.7%
Industrials 9.6%
Energy 7.1%
Consumer Cyclical 6.7%
Consumer Defensive 6.3%
Communication Services 5.4%
Utilities 2.2%
Basic Materials 1.2%