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 51–100 of 963
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES TR | 2K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| DDOG | DATADOG INC | 8K | $1M+ | SH |
| NUDM | NUSHARES ETF TR | 28K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| LLY | ELI LILLY & CO | 860 | $500K+ | SH |
| DVY | ISHARES TR | 6K | $500K+ | SH |
| DHS | WISDOMTREE TR | 8K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| CVNA | CARVANA CO | 2K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| TTD | THE TRADE DESK INC | 15K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| IDV | ISHARES TR | 14K | $500K+ | SH |
| IWR | ISHARES TR | 6K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 585 | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 6K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 4K | $100K–$500K | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 17K | $100K–$500K | SH |
| IQLT | ISHARES TR | 11K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 8K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| BNL | BROADSTONE NET LEASE INC | 24K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 782 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| FFIN | FIRST FINL BANKSHARES INC | 12K | $100K–$500K | SH |
| IGM | ISHARES TR | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |