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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 2 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 26,677.0 $4.4M 0.49% +1K +4.0% $164.27 +2.7%
22 GOOGL ALPHABET INC Communication Services 9,217.0 $3.3M 0.36% -150.0 -1.6% $357.39 -4.2%
23 BND VANGUARD BD INDEX FDS 43,338.0 $3.2M 0.35% -13K -23.4% $73.41 -1.7%
24 IWB ISHARES TR 7,765.0 $3.2M 0.35% $409.49 +2.9%
25 JSTC TIDAL TRUST I 132,532.0 $3.0M 0.34% +1K +0.8% $22.88 +0.9%
26 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.33% -1.0 -20.0% $748850.00
27 IBM INTERNATIONAL BUSINESS MACHS Technology 10,159.0 $2.9M 0.32% -2K -18.5% $281.21 -17.3%
28 GE GE AEROSPACE Industrials 7,313.0 $2.7M 0.30% $373.72 -0.8%
29 QUAL ISHARES TR 11,869.0 $2.6M 0.29% +313.0 +2.7% $219.42 +2.0%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,357.0 $2.5M 0.28% $746.81 +2.9%
31 ONB OLD NATL BANCORP IND Financial Services 95,400.0 $2.5M 0.27% -6K -5.9% $25.90 +4.3%
32 VTI VANGUARD INDEX FDS 6,627.0 $2.5M 0.27% +47.0 +0.7% $370.03 +2.7%
33 VXF VANGUARD INDEX FDS 9,667.0 $2.4M 0.26% -205.0 -2.1% $246.21 +0.6%
34 JPM JPMORGAN CHASE & CO Financial Services 7,198.0 $2.4M 0.26% +426.0 +6.3% $327.35 +10.4%
35 AMZN AMAZON COM INC Consumer Cyclical 9,588.0 $2.3M 0.25% $238.34 +9.0%
36 VOO VANGUARD INDEX FDS 3,083.0 $2.1M 0.23% -61.0 -1.9% $686.91 +2.9%
37 GEV GE VERNOVA INC Utilities 1,710.0 $2.0M 0.22% +22.0 +1.3% $1174.86 -11.5%
38 IJR ISHARES TR 13,512.0 $2.0M 0.22% -156.0 -1.1% $148.31 +0.3%
39 LHX L3HARRIS TECHNOLOGIES INC Industrials 6,112.0 $1.8M 0.20% $290.57 -3.5%
40 IEFA ISHARES TR 18,092.0 $1.7M 0.19% -189.0 -1.0% $96.58 +4.0%
Page 2 of 52  ·  1,034 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%