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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 1 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 333,103.0 $217.6M 26.81% $653.21 +14.8%
2 IDEV ISHARES TR 1,371,889.0 $114.6M 14.13% -29K -2.1% $83.57 +7.2%
3 SHY ISHARES TR 990,689.0 $81.8M 10.08% +58K +6.2% $82.57 -0.7%
4 IEMG ISHARES INC 755,956.0 $52.7M 6.50% -14K -1.9% $69.75 +22.8%
5 J P MORGAN EXCHANGE TRADED F 745,616.0 $45.7M 5.63% +14K +1.9% $61.32
6 DFUV DIMENSIONAL ETF TRUST 909,157.0 $44.1M 5.43% -8K -0.9% $48.46 +12.7%
7 DFAT DIMENSIONAL ETF TRUST 408,979.0 $25.5M 3.15% -16K -3.7% $62.45 +9.7%
8 VTWG VANGUARD SCOTTSDALE FDS 82,375.0 $18.9M 2.33% NEW $229.04 +24.2%
9 VV VANGUARD INDEX FDS 51,298.0 $15.3M 1.89% +3K +7.0% $298.85 +15.4%
10 JNJ JOHNSON & JOHNSON Healthcare 49,216.0 $12.0M 1.48% -614.0 -1.2% $244.44 -6.6%
11 AAPL APPLE INC Technology 43,158.0 $11.0M 1.35% -3K -6.3% $253.79 +17.4%
12 NUEM NUSHARES ETF TR 292,610.0 $10.8M 1.32% $36.74 +18.9%
13 BSV VANGUARD BD INDEX FDS 108,948.0 $8.5M 1.05% +3K +2.5% $78.41 -0.8%
14 XOM EXXON MOBIL CORP Energy 40,731.0 $6.9M 0.85% $169.66 -18.8%
15 MSFT MICROSOFT CORP Technology 16,071.0 $5.9M 0.73% -355.0 -2.2% $370.18 +2.5%
16 BERKSHIRE HATHAWAY INC DEL 11,748.0 $5.6M 0.69% -1K -11.2% $479.20
17 MRK MERCK & CO INC Healthcare 38,593.0 $4.6M 0.57% $120.29 -5.3%
18 BND VANGUARD BD INDEX FDS 56,592.0 $4.2M 0.51% +3K +6.0% $73.64 -0.4%
19 NVDA NVIDIA CORPORATION Technology 23,813.0 $4.2M 0.51% -776.0 -3.2% $174.40 +20.8%
20 ESML ISHARES TR 78,829.0 $3.7M 0.46% +75K +1952.8% $47.02 +15.9%
Page 1 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%