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 63.14% of TFC Financial Management's stock portfolio.
- Added to shares of these 10 stocks: VTWG (+$19M), SHY, ESML, HTFL, IVV, VV, JQUA, SPY, BND, IJH.
- Started 110 new stock positions in SNAP, PRMB, SPYM, VOYA, AIZ, MDGL, CIEN, HURN, CAG, PD.
- Reduced shares in these 10 stocks: IDEV, IEMG, DFAT, AAPL, BRK.B, GLW, DFUV, NZAC, PWRD, ONB.
- Sold out of its positions in ALKT, COLD, ASAN, ABG, AstraZeneca, ATRC, AVY, BBWI, CDW, CNC.
- TFC Financial Management was a net buyer of stock by $24M.
- TFC Financial Management has $812M in assets under management (AUM), dropping by 1.79%.
- Central Index Key (CIK): 0001827844
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Portfolio Holdings for TFC Financial Management
TFC Financial Management holds 998 positions in its portfolio as reported in the March 2026 quarterly 13F filing
TFC Financial Management has 998 total positions. Only the first 250 positions are shown.
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- Download the TFC Financial Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.8 | $218M | 333k | 653.21 |
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| Ishares Tr Core Msci Intl (IDEV) | 14.1 | $115M | -2% | 1.4M | 83.57 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 10.1 | $82M | +6% | 991k | 82.57 |
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| Ishares Core Msci Emkt (IEMG) | 6.5 | $53M | 756k | 69.75 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.6 | $46M | 746k | 61.32 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.4 | $44M | 909k | 48.46 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.1 | $26M | -3% | 409k | 62.45 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 2.3 | $19M | NEW | 82k | 229.04 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $15M | +6% | 51k | 298.85 |
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| Johnson & Johnson (JNJ) | 1.5 | $12M | 49k | 244.44 |
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| Apple (AAPL) | 1.3 | $11M | -6% | 43k | 253.79 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 1.3 | $11M | 293k | 36.74 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $8.5M | +2% | 109k | 78.41 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $6.9M | 41k | 169.66 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.9M | -2% | 16k | 370.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.6M | -11% | 12k | 479.20 |
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| Merck & Co (MRK) | 0.6 | $4.6M | 39k | 120.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $4.2M | +6% | 57k | 73.64 |
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| NVIDIA Corporation (NVDA) | 0.5 | $4.2M | -3% | 24k | 174.40 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $3.7M | +1952% | 79k | 47.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $3.7M | 26k | 142.43 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.6M | 5.00 | 718140.00 |
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| International Business Machines (IBM) | 0.4 | $3.0M | -2% | 13k | 242.39 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.8M | 7.8k | 356.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.7M | -2% | 9.4k | 287.57 |
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| Tidal Trust I Adasina Social (JSTC) | 0.3 | $2.6M | +5% | 131k | 19.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.5M | -2% | 9.6k | 261.93 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.4M | 12k | 198.29 |
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| Old National Ban (ONB) | 0.3 | $2.2M | -6% | 101k | 22.10 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.2M | -2% | 12k | 191.80 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.2M | +18% | 3.4k | 650.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.1M | +11% | 6.6k | 320.80 |
|
| L3harris Technologies (LHX) | 0.3 | $2.1M | 6.1k | 345.12 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.1M | 7.3k | 283.76 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.0M | 9.9k | 205.80 |
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| Amazon (AMZN) | 0.2 | $2.0M | +2% | 9.6k | 208.27 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.0M | +2% | 6.8k | 294.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.1k | 597.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | +6% | 14k | 124.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.7M | +10% | 18k | 90.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | 15k | 97.13 |
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| Tcw Etf Trust Transform System (PWRD) | 0.2 | $1.5M | -12% | 15k | 97.77 |
|
| Ge Vernova (GEV) | 0.2 | $1.5M | 1.7k | 872.90 |
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| Heartflow Inc/Sh (HTFL) | 0.2 | $1.4M | NEW | 56k | 24.33 |
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| Expedia Group Com New (EXPE) | 0.2 | $1.3M | 5.5k | 230.89 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -2% | 2.5k | 499.67 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.3M | -5% | 10k | 124.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | -8% | 4.3k | 286.86 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.2k | 287.15 |
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | -8% | 8.2k | 144.44 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | +19% | 6.0k | 196.20 |
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| Meta Platforms Cl A (META) | 0.1 | $1.2M | +2% | 2.0k | 572.02 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.1M | 8.7k | 132.10 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -4% | 1.2k | 996.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +5% | 2.5k | 426.43 |
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| 3M Company (MMM) | 0.1 | $1.0M | 7.0k | 145.23 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $959k | -4% | 27k | 36.11 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $901k | 7.6k | 118.62 |
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| Datadog Cl A Com (DDOG) | 0.1 | $892k | 7.6k | 118.05 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $878k | -2% | 5.8k | 151.42 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $868k | -2% | 7.9k | 109.22 |
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| Home Depot (HD) | 0.1 | $771k | 2.3k | 328.90 |
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| Eli Lilly & Co. (LLY) | 0.1 | $721k | -8% | 784.00 | 920.08 |
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| Altria (MO) | 0.1 | $716k | 11k | 65.99 |
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| Abbvie (ABBV) | 0.1 | $704k | -8% | 3.2k | 217.46 |
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| Abbott Laboratories (ABT) | 0.1 | $671k | 6.5k | 102.67 |
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| Broadcom (AVGO) | 0.1 | $641k | -2% | 2.1k | 309.51 |
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| TJX Companies (TJX) | 0.1 | $621k | 3.9k | 159.71 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $607k | 1.3k | 460.99 |
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| Visa Com Cl A (V) | 0.1 | $579k | +5% | 1.9k | 302.17 |
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| Automatic Data Processing (ADP) | 0.1 | $577k | -5% | 2.8k | 203.17 |
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| American Superconductor Corp Shs New (AMSC) | 0.1 | $567k | 17k | 33.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $563k | +70% | 8.3k | 67.53 |
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| Philip Morris International (PM) | 0.1 | $561k | 3.4k | 165.34 |
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| Carvana Cl A (CVNA) | 0.1 | $545k | -2% | 1.7k | 314.38 |
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| Colgate-Palmolive Company (CL) | 0.1 | $536k | 6.3k | 85.23 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $534k | 5.5k | 97.23 |
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| Chevron Corporation (CVX) | 0.1 | $521k | 2.5k | 206.94 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $516k | -11% | 12k | 42.56 |
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| Goldman Sachs (GS) | 0.1 | $511k | +3% | 604.00 | 845.45 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $455k | -3% | 7.9k | 57.64 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $453k | +56% | 6.1k | 73.78 |
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| Broadstone Net Lease (BNL) | 0.1 | $441k | 24k | 18.27 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $424k | 2.0k | 208.04 |
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| Genuine Parts Company (GPC) | 0.1 | $415k | 3.9k | 105.75 |
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| Nextera Energy (NEE) | 0.1 | $413k | 4.4k | 92.89 |
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| Tesla Motors (TSLA) | 0.0 | $400k | -6% | 1.1k | 371.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $392k | 4.5k | 86.64 |
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| Corteva (CTVA) | 0.0 | $384k | -11% | 4.6k | 83.71 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $382k | -14% | 2.0k | 192.91 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $372k | +9% | 16k | 22.69 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $370k | -24% | 8.0k | 46.23 |
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| Analog Devices (ADI) | 0.0 | $366k | -9% | 1.2k | 318.15 |
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| Cigna Corp (CI) | 0.0 | $364k | -21% | 1.4k | 266.76 |
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| First Financial Bankshares (FFIN) | 0.0 | $359k | 12k | 29.45 |
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| Cisco Systems (CSCO) | 0.0 | $352k | -12% | 4.5k | 77.60 |
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| McDonald's Corporation (MCD) | 0.0 | $339k | 1.1k | 310.69 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $333k | 2.8k | 118.51 |
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| S&p Global (SPGI) | 0.0 | $333k | 782.00 | 425.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $327k | +31% | 748.00 | 436.79 |
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| Waste Management (WM) | 0.0 | $324k | 1.4k | 229.80 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $321k | 2.4k | 132.91 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $317k | 938.00 | 337.95 |
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| Coca-Cola Company (KO) | 0.0 | $316k | 4.2k | 76.05 |
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| Walt Disney Company (DIS) | 0.0 | $311k | -5% | 3.2k | 96.39 |
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| salesforce (CRM) | 0.0 | $300k | -7% | 1.6k | 186.69 |
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| Pepsi (PEP) | 0.0 | $299k | -19% | 1.9k | 155.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $294k | +34% | 1.4k | 213.69 |
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| Emerson Electric (EMR) | 0.0 | $277k | 2.1k | 130.99 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $276k | 3.5k | 80.07 |
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| Stryker Corporation (SYK) | 0.0 | $276k | 839.00 | 328.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $273k | 1.3k | 217.31 |
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| Morgan Stanley Com New (MS) | 0.0 | $270k | +4% | 1.6k | 164.58 |
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| American Express Company (AXP) | 0.0 | $257k | 848.00 | 302.66 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $253k | 1.3k | 191.96 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $252k | -11% | 4.7k | 54.05 |
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| Lowe's Companies (LOW) | 0.0 | $251k | -11% | 1.1k | 236.39 |
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| Metropcs Communications (TMUS) | 0.0 | $236k | -9% | 1.1k | 210.03 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $235k | 4.2k | 55.52 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $233k | 3.5k | 67.12 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $232k | +3% | 766.00 | 302.21 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $230k | -20% | 174.00 | 1320.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $224k | 389.00 | 576.68 |
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| Illinois Tool Works (ITW) | 0.0 | $215k | -3% | 825.00 | 260.29 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $212k | 8.5k | 24.75 |
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| Spdr Series Trust State Street Spd (QUS) | 0.0 | $205k | 1.2k | 171.64 |
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| Eaton Corp SHS (ETN) | 0.0 | $204k | -6% | 571.00 | 357.98 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $201k | 333.00 | 604.45 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $197k | +462% | 1.3k | 148.09 |
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| Simon Property (SPG) | 0.0 | $197k | 1.1k | 186.53 |
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| Applied Materials (AMAT) | 0.0 | $197k | 576.00 | 341.79 |
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| UnitedHealth (UNH) | 0.0 | $195k | -32% | 721.00 | 270.62 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $194k | NEW | 1.7k | 115.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $193k | 896.00 | 215.00 |
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| Linde SHS (LIN) | 0.0 | $188k | -13% | 379.00 | 496.21 |
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| Carrier Global Corporation (CARR) | 0.0 | $188k | 3.3k | 56.31 |
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| Phillips 66 (PSX) | 0.0 | $183k | -13% | 1.0k | 182.11 |
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| Arista Networks Com Shs (ANET) | 0.0 | $174k | 1.4k | 122.78 |
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| Kkr & Co (KKR) | 0.0 | $170k | -16% | 1.8k | 92.50 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $166k | 1.9k | 85.71 |
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| Rockwell Automation (ROK) | 0.0 | $165k | -8% | 459.00 | 358.88 |
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| Aptar (ATR) | 0.0 | $164k | 1.3k | 126.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $163k | 2.1k | 77.11 |
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| Cme (CME) | 0.0 | $161k | 546.00 | 295.35 |
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| State Street Corporation (STT) | 0.0 | $157k | 1.2k | 126.56 |
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| Danaher Corporation (DHR) | 0.0 | $156k | 825.00 | 189.57 |
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| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $156k | 2.1k | 72.69 |
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| Amphenol Corp Cl A (APH) | 0.0 | $156k | -22% | 1.2k | 126.35 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $155k | 2.2k | 71.18 |
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| RPM International (RPM) | 0.0 | $154k | 1.6k | 99.40 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $152k | 979.00 | 155.08 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $152k | 3.3k | 45.48 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $151k | 1.1k | 132.50 |
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| Paychex (PAYX) | 0.0 | $150k | 1.6k | 92.10 |
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| Dupont De Nemours (DD) | 0.0 | $150k | 3.3k | 45.80 |
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| Deere & Company (DE) | 0.0 | $149k | 264.00 | 563.30 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $146k | -18% | 1.9k | 78.40 |
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| Gilead Sciences (GILD) | 0.0 | $145k | 1.0k | 139.37 |
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| Honeywell International (HON) | 0.0 | $145k | +15% | 641.00 | 226.21 |
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| Church & Dwight (CHD) | 0.0 | $144k | 1.5k | 93.34 |
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| Xylem (XYL) | 0.0 | $142k | 1.2k | 119.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $141k | NEW | 1.2k | 113.12 |
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| Palo Alto Networks (PANW) | 0.0 | $141k | +111% | 878.00 | 160.32 |
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| Bank of America Corporation (BAC) | 0.0 | $141k | -7% | 2.9k | 48.76 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $139k | 375.00 | 370.68 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $139k | -13% | 2.6k | 52.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $137k | 307.00 | 446.54 |
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| Prologis (PLD) | 0.0 | $136k | 1.0k | 132.17 |
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| At&t (T) | 0.0 | $132k | 4.6k | 28.99 |
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| Union Pacific Corporation (UNP) | 0.0 | $132k | 543.00 | 242.62 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $131k | 1.8k | 71.14 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $130k | -3% | 518.00 | 250.58 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $130k | 1.2k | 111.18 |
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| Crown Holdings (CCK) | 0.0 | $129k | 1.3k | 100.25 |
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| Zoetis Cl A (ZTS) | 0.0 | $129k | 1.1k | 118.21 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $128k | 1.2k | 106.71 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $125k | 1.3k | 94.24 |
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| American Electric Power Company (AEP) | 0.0 | $125k | 951.00 | 131.02 |
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| Becton, Dickinson and (BDX) | 0.0 | $125k | 792.00 | 157.23 |
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| Wec Energy Group (WEC) | 0.0 | $122k | 1.1k | 115.77 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $122k | 3.1k | 38.86 |
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| Ea Series Trust Stance Sustainab (CHGX) | 0.0 | $121k | 4.5k | 26.82 |
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| Paccar (PCAR) | 0.0 | $120k | 1.0k | 115.45 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $119k | 1.8k | 66.86 |
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| H.B. Fuller Company (FUL) | 0.0 | $114k | 1.8k | 61.68 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $114k | +16% | 888.00 | 128.12 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $113k | 820.00 | 138.29 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $113k | NEW | 533.00 | 211.15 |
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| Quanta Services (PWR) | 0.0 | $112k | 203.00 | 549.02 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $111k | 3.0k | 36.75 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $111k | 1.7k | 65.30 |
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| Clorox Company (CLX) | 0.0 | $110k | 1.1k | 103.61 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $110k | 1.2k | 88.42 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $107k | 1.3k | 80.58 |
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| Expeditors International of Washington (EXPD) | 0.0 | $107k | 744.00 | 143.24 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $106k | 1.6k | 66.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $104k | -24% | 241.00 | 430.29 |
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| Alliant Energy Corporation (LNT) | 0.0 | $101k | 1.4k | 71.77 |
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| PPG Industries (PPG) | 0.0 | $101k | 946.00 | 106.88 |
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| Alcon Ord Shs (ALC) | 0.0 | $100k | 1.3k | 75.35 |
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| Air Products & Chemicals (APD) | 0.0 | $100k | 345.00 | 290.16 |
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| CSX Corporation (CSX) | 0.0 | $100k | -35% | 2.4k | 41.05 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $99k | -44% | 1.0k | 96.47 |
|
| Uber Technologies (UBER) | 0.0 | $97k | +86% | 1.3k | 71.93 |
|
| MetLife (MET) | 0.0 | $96k | -2% | 1.4k | 70.73 |
|
| Texas Roadhouse (TXRH) | 0.0 | $96k | 581.00 | 165.14 |
|
|
| Rb Global (RBA) | 0.0 | $96k | 1.0k | 95.85 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $96k | +12% | 279.00 | 343.22 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $94k | 3.2k | 29.08 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $94k | NEW | 1.2k | 76.54 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $94k | 1.2k | 75.10 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $93k | 1.3k | 70.90 |
|
|
| Designer Brands Cl A (DBI) | 0.0 | $89k | 16k | 5.69 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $87k | -8% | 2.5k | 34.38 |
|
| Sharkninja Com Shs (SN) | 0.0 | $86k | 809.00 | 105.90 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $85k | 919.00 | 92.31 |
|
|
| Nextpower Class A Com (NXT) | 0.0 | $85k | NEW | 703.00 | 120.55 |
|
| Dow (DOW) | 0.0 | $85k | -22% | 2.0k | 41.65 |
|
| Boeing Company (BA) | 0.0 | $84k | 423.00 | 199.03 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $84k | +8% | 618.00 | 135.49 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $83k | -14% | 1.7k | 49.69 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $83k | 697.00 | 118.63 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $81k | -45% | 1.3k | 60.65 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $80k | 104.00 | 772.64 |
|
|
| Verizon Communications (VZ) | 0.0 | $80k | 1.6k | 50.20 |
|
|
| ConocoPhillips (COP) | 0.0 | $80k | 602.00 | 132.04 |
|
|
| Micron Technology (MU) | 0.0 | $78k | -7% | 231.00 | 337.84 |
|
| Moody's Corporation (MCO) | 0.0 | $77k | 177.00 | 436.28 |
|
|
| Principal Financial (PFG) | 0.0 | $76k | -3% | 844.00 | 90.11 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $75k | 515.00 | 145.79 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $74k | -50% | 929.00 | 80.05 |
|
| McKesson Corporation (MCK) | 0.0 | $73k | 84.00 | 865.40 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $71k | 1.4k | 50.44 |
|
|
| Ecolab (ECL) | 0.0 | $71k | 268.00 | 266.40 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $71k | 563.00 | 126.28 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $71k | 1.0k | 70.21 |
|
|
| Loandepot Com Cl A (LDI) | 0.0 | $70k | 50k | 1.42 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $69k | -22% | 741.00 | 92.96 |
|
| Tyler Technologies (TYL) | 0.0 | $69k | 201.00 | 342.38 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $68k | 2.1k | 33.15 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $68k | 1.5k | 45.26 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $68k | 1.2k | 56.97 |
|
|
| Pfizer (PFE) | 0.0 | $68k | +4% | 2.4k | 28.08 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $68k | NEW | 963.00 | 70.27 |
|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.0 | $67k | 1.9k | 36.18 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $66k | -2% | 320.00 | 206.34 |
|
| SYSCO Corporation (SYY) | 0.0 | $66k | 920.00 | 71.35 |
|
|
| HEICO Corporation (HEI) | 0.0 | $64k | 232.00 | 274.20 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $63k | 613.00 | 102.77 |
|
|
| V.F. Corporation (VFC) | 0.0 | $62k | -41% | 3.6k | 16.99 |
|
Past Filings by TFC Financial Management
SEC 13F filings are viewable for TFC Financial Management going back to 2020
- TFC Financial Management 2026 Q1 filed April 23, 2026
- 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