CIK 1827844
TFC Financial Management, Inc.
Institutional 13F holdings & portfolio
Holdings
963
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 963
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 331K | $1M+ | SH |
| IDEV | ISHARES TR | 1.4M | $1M+ | SH |
| SHY | ISHARES TR | 932K | $1M+ | SH |
| IEMG | ISHARES INC | 770K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 731K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 917K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 425K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| NUEM | NUSHARES ETF TR | 293K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 50K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 106K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 25K | $1M+ | SH |
| MRK | MERCK & CO INC | 39K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 53K | $1M+ | SH |
| ITOT | ISHARES TR | 26K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 13K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 12K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| IWB | ISHARES TR | 8K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| JSTC | TIDAL TRUST I | 124K | $1M+ | SH |
| ONB | OLD NATL BANCORP IND | 108K | $1M+ | SH |
| QUAL | ISHARES TR | 12K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 6K | $1M+ | SH |
| PWRD | TCW ETF TRUST | 17K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 6K | $1M+ | SH |
| IJR | ISHARES TR | 13K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| IEFA | ISHARES TR | 17K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 9K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| SUSA | ISHARES TR | 9K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| MMM | 3M CO | 7K | $1M+ | SH |