TFC Financial Management
Latest statistics and disclosures from TFC Financial Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IDEV, SHY, IEMG, JQUA, and represent 64.94% of TFC Financial Management's stock portfolio.
- Added to shares of these 10 stocks: SHY, VTI, JQUA, NVDA, IDEV, VV, DHS, IXUS, DVY, VOO.
- Started 76 new stock positions in BMRN, ADMA, BUR, SNDK, FN, AI, GLOB, SOLS, APLS, GMED.
- Reduced shares in these 10 stocks: TSLA, IVV, AAPL, AMZN, , DFAC, DFUV, VYM, DFAT, GOOG.
- Sold out of its positions in AMLP, AKRO, ARE, AMH, ARGX, BCPC, HYT, BAH, BFAM, BLDR.
- TFC Financial Management was a net buyer of stock by $919k.
- TFC Financial Management has $797M in assets under management (AUM), dropping by 2.15%.
- Central Index Key (CIK): 0001827844
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Portfolio Holdings for TFC Financial Management
TFC Financial Management holds 963 positions in its portfolio as reported in the December 2025 quarterly 13F filing
TFC Financial Management has 963 total positions. Only the first 250 positions are shown.
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- Download the TFC Financial Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 28.5 | $227M | 332k | 684.94 |
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| Ishares Tr Core Msci Intl (IDEV) | 14.5 | $116M | 1.4M | 82.48 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 9.7 | $77M | +3% | 933k | 82.82 |
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| Ishares Core Msci Emkt (IEMG) | 6.5 | $52M | 770k | 67.22 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.8 | $46M | 731k | 63.18 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.4 | $43M | 917k | 46.59 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.2 | $25M | 425k | 59.54 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $15M | +2% | 48k | 314.80 |
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| Apple (AAPL) | 1.6 | $13M | -10% | 46k | 271.86 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 1.3 | $10M | 293k | 35.58 |
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| Johnson & Johnson (JNJ) | 1.3 | $10M | 50k | 206.95 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $8.4M | +3% | 106k | 78.81 |
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| Microsoft Corporation (MSFT) | 1.0 | $7.9M | 16k | 483.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.6M | 13k | 502.65 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $4.9M | 41k | 120.34 |
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| NVIDIA Corporation (NVDA) | 0.6 | $4.6M | +18% | 25k | 186.50 |
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| Merck & Co (MRK) | 0.5 | $4.1M | +3% | 39k | 105.26 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $4.0M | +3% | 53k | 74.07 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $3.8M | 26k | 148.69 |
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| International Business Machines (IBM) | 0.5 | $3.8M | 13k | 296.21 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.8M | 5.00 | 754800.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.3M | 12k | 268.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.0M | +5% | 9.6k | 313.01 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.9M | 7.8k | 373.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | 9.9k | 257.96 |
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| Tidal Trust I Adasina Social (JSTC) | 0.3 | $2.5M | 124k | 20.29 |
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| Old National Ban (ONB) | 0.3 | $2.4M | 108k | 22.31 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.4M | 12k | 198.62 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.3M | 7.4k | 308.04 |
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| Amazon (AMZN) | 0.3 | $2.2M | -31% | 9.4k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | -4% | 6.6k | 322.24 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.1M | 9.9k | 209.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.0M | +66% | 5.9k | 335.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | +19% | 3.1k | 627.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.9M | 2.8k | 682.07 |
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| L3harris Technologies (LHX) | 0.2 | $1.8M | 6.1k | 293.55 |
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| Tcw Etf Trust Transform System (PWRD) | 0.2 | $1.7M | 17k | 96.16 |
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| Expedia Group Com New (EXPE) | 0.2 | $1.6M | -6% | 5.5k | 283.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | 13k | 120.18 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | -3% | 2.6k | 570.89 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.5M | 17k | 89.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | +14% | 15k | 96.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | -12% | 4.7k | 313.80 |
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| Meta Platforms Cl A (META) | 0.2 | $1.3M | -3% | 2.0k | 659.96 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | +10% | 8.9k | 143.31 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.2M | -7% | 7.6k | 160.97 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $1.2M | 8.7k | 139.35 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | 4.2k | 290.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +16% | 11k | 111.41 |
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| 3M Company (MMM) | 0.1 | $1.1M | 7.1k | 160.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -8% | 2.4k | 473.34 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -3% | 1.7k | 653.57 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | +32% | 1.2k | 862.36 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.0M | 7.6k | 135.99 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $1.0M | +14% | 28k | 36.21 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $959k | 5.0k | 190.99 |
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| Eli Lilly & Co. (LLY) | 0.1 | $925k | +44% | 860.00 | 1074.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $838k | +64% | 5.9k | 141.15 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $832k | +87% | 8.2k | 101.82 |
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| Abbott Laboratories (ABT) | 0.1 | $820k | 6.5k | 125.29 |
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| Abbvie (ABBV) | 0.1 | $812k | -10% | 3.6k | 228.47 |
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| Home Depot (HD) | 0.1 | $800k | +21% | 2.3k | 344.04 |
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| Automatic Data Processing (ADP) | 0.1 | $772k | +54% | 3.0k | 257.22 |
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| Carvana Cl A (CVNA) | 0.1 | $752k | -6% | 1.8k | 422.02 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $746k | 1.3k | 566.36 |
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| Broadcom (AVGO) | 0.1 | $732k | -7% | 2.1k | 346.09 |
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| Visa Com Cl A (V) | 0.1 | $635k | +19% | 1.8k | 350.62 |
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| Altria (MO) | 0.1 | $625k | 11k | 57.66 |
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| TJX Companies (TJX) | 0.1 | $601k | -4% | 3.9k | 153.62 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $570k | 15k | 37.96 |
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| Philip Morris International (PM) | 0.1 | $555k | 3.5k | 160.40 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $542k | +39% | 14k | 39.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $540k | 5.6k | 96.27 |
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| Tesla Motors (TSLA) | 0.1 | $515k | -84% | 1.1k | 449.62 |
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| Goldman Sachs (GS) | 0.1 | $514k | 585.00 | 879.07 |
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| Colgate-Palmolive Company (CL) | 0.1 | $497k | 6.3k | 79.02 |
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| Genuine Parts Company (GPC) | 0.1 | $483k | 3.9k | 122.96 |
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| American Superconductor Corp Shs New (AMSC) | 0.1 | $482k | 17k | 28.78 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $482k | 11k | 45.45 |
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| Cigna Corp (CI) | 0.1 | $476k | 1.7k | 275.24 |
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| salesforce (CRM) | 0.1 | $462k | +24% | 1.7k | 264.93 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $458k | 2.0k | 224.66 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $440k | 8.2k | 53.83 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $424k | +31% | 2.3k | 183.41 |
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| Broadstone Net Lease (BNL) | 0.1 | $419k | 24k | 17.37 |
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| S&p Global (SPGI) | 0.1 | $409k | +29% | 782.00 | 522.60 |
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| Cisco Systems (CSCO) | 0.0 | $398k | +31% | 5.2k | 77.04 |
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| Walt Disney Company (DIS) | 0.0 | $390k | 3.4k | 113.78 |
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| Chevron Corporation (CVX) | 0.0 | $384k | 2.5k | 152.44 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $383k | +3279% | 4.5k | 84.64 |
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| First Financial Bankshares (FFIN) | 0.0 | $364k | 12k | 29.87 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $363k | -6% | 2.8k | 129.16 |
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| Nextera Energy (NEE) | 0.0 | $357k | +43% | 4.4k | 80.29 |
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| UnitedHealth (UNH) | 0.0 | $355k | +159% | 1.1k | 330.13 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $348k | +100% | 2.4k | 143.95 |
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| Corteva (CTVA) | 0.0 | $347k | -5% | 5.2k | 67.03 |
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| Analog Devices (ADI) | 0.0 | $346k | +21% | 1.3k | 271.21 |
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| Pepsi (PEP) | 0.0 | $344k | +88% | 2.4k | 143.54 |
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| McDonald's Corporation (MCD) | 0.0 | $333k | +10% | 1.1k | 305.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $322k | -13% | 4.9k | 66.01 |
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| Spdr Index Shs Fds Msci Acwi Clmte (NZAC) | 0.0 | $315k | NEW | 7.3k | 42.89 |
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| American Express Company (AXP) | 0.0 | $314k | 848.00 | 370.16 |
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| Waste Management (WM) | 0.0 | $310k | 1.4k | 219.72 |
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| Stryker Corporation (SYK) | 0.0 | $299k | 851.00 | 351.41 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $291k | +20% | 3.5k | 84.24 |
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| Coca-Cola Company (KO) | 0.0 | $291k | -24% | 4.2k | 69.91 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $291k | NEW | 3.9k | 73.98 |
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| Lowe's Companies (LOW) | 0.0 | $290k | 1.2k | 241.25 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $285k | 938.00 | 303.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $284k | -16% | 5.3k | 53.76 |
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| Kkr & Co (KKR) | 0.0 | $282k | 2.2k | 127.48 |
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| Emerson Electric (EMR) | 0.0 | $280k | +23% | 2.1k | 132.69 |
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| Morgan Stanley Com New (MS) | 0.0 | $279k | 1.6k | 177.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $277k | -14% | 567.00 | 487.86 |
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| Corning Incorporated (GLW) | 0.0 | $276k | 3.2k | 87.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $263k | 1.2k | 211.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $252k | NEW | 1.3k | 191.51 |
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| Metropcs Communications (TMUS) | 0.0 | $252k | 1.2k | 203.04 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $246k | +93% | 4.2k | 58.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $239k | -17% | 388.00 | 614.86 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $234k | -19% | 219.00 | 1069.86 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $228k | NEW | 3.5k | 65.48 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $225k | +14% | 743.00 | 302.14 |
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| Amphenol Corp Cl A (APH) | 0.0 | $215k | 1.6k | 135.14 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $215k | 1.0k | 210.42 |
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| Illinois Tool Works (ITW) | 0.0 | $210k | +93% | 852.00 | 246.30 |
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| Spdr Series Trust State Street Spd (QUS) | 0.0 | $208k | 1.2k | 174.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $206k | 8.5k | 24.04 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $198k | NEW | 1.9k | 105.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $196k | +2873% | 892.00 | 219.87 |
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| Simon Property (SPG) | 0.0 | $196k | 1.1k | 185.11 |
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| Eaton Corp SHS (ETN) | 0.0 | $195k | 613.00 | 318.77 |
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| Rockwell Automation (ROK) | 0.0 | $194k | 499.00 | 389.07 |
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| Danaher Corporation (DHR) | 0.0 | $190k | +12% | 831.00 | 228.89 |
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| Linde SHS (LIN) | 0.0 | $187k | +70% | 437.00 | 426.72 |
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| Arista Networks Com Shs (ANET) | 0.0 | $185k | -9% | 1.4k | 131.03 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $185k | 1.8k | 100.89 |
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| Paychex (PAYX) | 0.0 | $183k | +10% | 1.6k | 112.16 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $181k | 2.2k | 82.02 |
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| Carrier Global Corporation (CARR) | 0.0 | $178k | -16% | 3.4k | 52.84 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $178k | -8% | 2.3k | 77.52 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $177k | NEW | 3.8k | 45.98 |
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| Bank of America Corporation (BAC) | 0.0 | $172k | 3.1k | 55.00 |
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| Xylem (XYL) | 0.0 | $162k | 1.2k | 136.18 |
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| RPM International (RPM) | 0.0 | $161k | 1.6k | 104.00 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $161k | +4062% | 333.00 | 483.72 |
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| State Street Corporation (STT) | 0.0 | $160k | 1.2k | 129.01 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $160k | 2.1k | 75.45 |
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| Aptar (ATR) | 0.0 | $159k | 1.3k | 121.96 |
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| Prudential Financial (PRU) | 0.0 | $155k | 1.4k | 112.92 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $154k | +3% | 3.0k | 50.88 |
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| Becton, Dickinson and (BDX) | 0.0 | $154k | +4% | 792.00 | 194.07 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $153k | 1.9k | 78.86 |
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| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $153k | +25% | 2.1k | 71.30 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $151k | 3.0k | 49.90 |
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| Phillips 66 (PSX) | 0.0 | $150k | +45% | 1.2k | 128.99 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $150k | 1.1k | 131.59 |
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| Cme (CME) | 0.0 | $149k | 546.00 | 273.08 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $148k | 979.00 | 150.72 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $147k | +336% | 3.3k | 44.18 |
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| Applied Materials (AMAT) | 0.0 | $147k | 572.00 | 256.99 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $145k | 375.00 | 386.85 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $139k | 307.00 | 453.36 |
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| Intel Corporation (INTC) | 0.0 | $139k | 3.8k | 36.90 |
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| Zoetis Cl A (ZTS) | 0.0 | $137k | 1.1k | 125.82 |
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| CSX Corporation (CSX) | 0.0 | $137k | +4181% | 3.8k | 36.25 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $134k | -2% | 1.7k | 79.24 |
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| Crown Holdings (CCK) | 0.0 | $133k | 1.3k | 102.97 |
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| Servicenow (NOW) | 0.0 | $133k | +248% | 865.00 | 153.19 |
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| Prologis (PLD) | 0.0 | $132k | 1.0k | 127.65 |
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| Dupont De Nemours (DD) | 0.0 | $131k | 3.3k | 40.20 |
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| Bristol Myers Squibb (BMY) | 0.0 | $131k | 2.4k | 53.94 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $130k | 1.2k | 111.78 |
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| Church & Dwight (CHD) | 0.0 | $129k | +28% | 1.5k | 83.85 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $129k | 1.2k | 107.34 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $128k | 1.8k | 69.68 |
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| Gilead Sciences (GILD) | 0.0 | $128k | +33% | 1.0k | 122.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $127k | +82% | 320.00 | 396.31 |
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| Union Pacific Corporation (UNP) | 0.0 | $126k | 543.00 | 231.32 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $125k | -12% | 1.8k | 70.42 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $124k | -87% | 3.1k | 39.59 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $124k | +22% | 1.2k | 99.78 |
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| Ea Series Trust Stance Sustainab (CHGX) | 0.0 | $123k | 4.5k | 27.19 |
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| Deere & Company (DE) | 0.0 | $122k | 262.00 | 465.58 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $120k | +130% | 1.3k | 90.00 |
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| Hubspot (HUBS) | 0.0 | $118k | 293.00 | 401.30 |
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| Designer Brands Cl A (DBI) | 0.0 | $116k | 16k | 7.43 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $115k | +22% | 818.00 | 141.04 |
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| At&t (T) | 0.0 | $113k | 4.6k | 24.84 |
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| Paccar (PCAR) | 0.0 | $113k | 1.0k | 109.46 |
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| V.F. Corporation (VFC) | 0.0 | $112k | NEW | 6.2k | 18.08 |
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| Wec Energy Group (WEC) | 0.0 | $111k | 1.1k | 105.46 |
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| Expeditors International of Washington (EXPD) | 0.0 | $111k | +18500% | 744.00 | 149.01 |
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| MetLife (MET) | 0.0 | $110k | 1.4k | 78.95 |
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| H.B. Fuller Company (FUL) | 0.0 | $110k | 1.8k | 59.46 |
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| Trane Technologies SHS (TT) | 0.0 | $110k | 282.00 | 389.20 |
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| American Electric Power Company (AEP) | 0.0 | $110k | +89% | 951.00 | 115.25 |
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| Honeywell International (HON) | 0.0 | $108k | 553.00 | 195.27 |
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| Clorox Company (CLX) | 0.0 | $107k | 1.1k | 100.81 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $107k | +8% | 159.00 | 673.82 |
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| Genpact SHS (G) | 0.0 | $106k | 2.3k | 46.78 |
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| Alcon Ord Shs (ALC) | 0.0 | $105k | +21% | 1.3k | 78.81 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $105k | 764.00 | 136.94 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $105k | 1.6k | 65.28 |
|
|
| Rb Global (RBA) | 0.0 | $103k | 1.0k | 102.87 |
|
|
| Loandepot Com Cl A (LDI) | 0.0 | $103k | 50k | 2.07 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $102k | 1.3k | 77.02 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $97k | 1.3k | 74.16 |
|
|
| PPG Industries (PPG) | 0.0 | $97k | 946.00 | 102.46 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $97k | 1.4k | 68.11 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $96k | 581.00 | 166.00 |
|
|
| Boeing Company (BA) | 0.0 | $93k | 427.00 | 217.12 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $92k | +34% | 3.2k | 28.48 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $92k | 1.4k | 65.01 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $92k | 1.2k | 73.56 |
|
|
| Tyler Technologies (TYL) | 0.0 | $91k | 201.00 | 453.95 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $91k | +69% | 2.0k | 46.71 |
|
| Sharkninja Com Shs (SN) | 0.0 | $91k | +52% | 809.00 | 111.90 |
|
| Moody's Corporation (MCO) | 0.0 | $90k | 177.00 | 510.88 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $87k | -21% | 538.00 | 162.01 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $86k | +17% | 2.8k | 31.16 |
|
| Quanta Services (PWR) | 0.0 | $86k | 203.00 | 422.06 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $86k | 382.00 | 223.81 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $85k | 346.00 | 246.74 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $85k | 147.00 | 579.46 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $84k | +2666% | 249.00 | 336.66 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $84k | 546.00 | 153.25 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $84k | 4.3k | 19.36 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $84k | 915.00 | 91.21 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $83k | 2.1k | 40.42 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $83k | 185.00 | 446.06 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $81k | 697.00 | 116.09 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $80k | 104.00 | 771.88 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $78k | NEW | 1.2k | 65.40 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $78k | 1.0k | 77.75 |
|
|
| Principal Financial (PFG) | 0.0 | $77k | 871.00 | 88.21 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $77k | -12% | 416.00 | 184.20 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $76k | 561.00 | 135.72 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $76k | 425.00 | 177.75 |
|
|
| HEICO Corporation (HEI) | 0.0 | $75k | 232.00 | 323.59 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $74k | 515.00 | 143.33 |
|
|
| Coursera (COUR) | 0.0 | $74k | 10k | 7.36 |
|
|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.0 | $71k | 1.9k | 38.46 |
|
|
| Micron Technology (MU) | 0.0 | $71k | 249.00 | 285.41 |
|
|
| Ecolab (ECL) | 0.0 | $71k | 268.00 | 262.89 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $70k | +28% | 951.00 | 73.46 |
|
| McKesson Corporation (MCK) | 0.0 | $69k | 84.00 | 820.33 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $69k | -67% | 1.5k | 45.51 |
|
| SYSCO Corporation (SYY) | 0.0 | $68k | 920.00 | 73.72 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $66k | 1.3k | 50.01 |
|
Past Filings by TFC Financial Management
SEC 13F filings are viewable for TFC Financial Management going back to 2020
- TFC Financial Management 2025 Q4 filed Jan. 23, 2026
- TFC Financial Management 2025 Q3 filed Oct. 24, 2025
- TFC Financial Management 2025 Q2 filed July 29, 2025
- TFC Financial Management 2025 Q1 filed April 24, 2025
- TFC Financial Management 2024 Q4 filed Jan. 29, 2025
- TFC Financial Management 2024 Q3 filed Oct. 25, 2024
- TFC Financial Management 2024 Q2 filed July 23, 2024
- TFC Financial Management 2024 Q1 filed April 30, 2024
- TFC Financial Management 2023 Q4 filed Jan. 25, 2024
- TFC Financial Management 2023 Q3 filed Oct. 23, 2023
- TFC Financial Management 2023 Q2 filed Aug. 7, 2023
- TFC Financial Management 2023 Q1 filed May 8, 2023
- TFC Financial Management 2022 Q4 filed Feb. 13, 2023
- TFC Financial Management 2022 Q3 filed Oct. 21, 2022
- TFC Financial Management 2022 Q2 filed Aug. 3, 2022
- TFC Financial Management 2022 Q1 filed May 4, 2022