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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 9 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PAYX PAYCHEX INC Industrials 1,631.0 $160K 0.02% $98.31 +25.0%
162 IWV ISHARES TR 375.0 $160K 0.02% $426.40 +1.9%
163 VRT VERTIV HOLDINGS CO Industrials 470.0 $157K 0.02% -48.0 -9.3% $334.82 -21.0%
164 VRTX VERTEX PHARMACEUTICALS INC Healthcare 316.0 $157K 0.02% +9.0 +2.9% $496.73 +8.8%
165 ATR APTARGROUP INC Healthcare 1,245.0 $156K 0.02% -58.0 -4.5% $125.20 +6.2%
166 DFAS DIMENSIONAL ETF TRUST 1,842.0 $152K 0.02% $82.36 +0.1%
167 CHGX EA SERIES TRUST 4,522.0 $150K 0.02% $33.21 +1.0%
168 AVUS AMERICAN CENTY ETF TR 1,166.0 $149K 0.02% $128.08 +1.4%
169 GNRC GENERAC HLDGS INC Industrials 509.0 $149K 0.02% +503.0 +8383.3% $292.81 -29.4%
170 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,538.0 $149K 0.02% $96.86 +0.6%
171 DUPONT DE NEMOURS INC 1,089.0 $148K 0.02% NEW $135.64
172 PWR QUANTA SVCS INC Industrials 203.0 $146K 0.02% $720.04 -8.0%
173 CCK CROWN HLDGS INC Consumer Cyclical 1,289.0 $144K 0.02% $111.82 +4.8%
174 DFIV DIMENSIONAL ETF TRUST 2,666.0 $144K 0.02% +39.0 +1.5% $54.03 +7.0%
175 GVI ISHARES TR 1,340.0 $142K 0.02% +141.0 +11.8% $106.10 -0.7%
176 SCZ ISHARES TR 1,726.0 $142K 0.02% -135.0 -7.2% $82.29 +4.5%
177 STT STATE STR CORP Financial Services 821.0 $139K 0.01% -419.0 -33.8% $169.60 +7.9%
178 DFAC DIMENSIONAL ETF TRUST 3,137.0 $139K 0.01% $44.36 +2.3%
179 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,171.0 $139K 0.01% -11.0 -0.5% $64.01 +15.7%
180 VXUS VANGUARD STAR FDS 1,588.0 $136K 0.01% -528.0 -24.9% $85.50 +1.8%
Page 9 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%