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 101–150 of 963
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NZAC | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 848 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 851 | $100K–$500K | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 938 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 567 | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 388 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 219 | $100K–$500K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 743 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 852 | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| IGV | ISHARES TR | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 892 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 613 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 499 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 831 | $100K–$500K | SH |
| LIN | LINDE PLC | 437 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 1K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 2K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 3K | $100K–$500K | SH |
| SCZ | ISHARES TR | 2K | $100K–$500K | SH |
| ESML | ISHARES TR | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 3K | $100K–$500K | SH |
| XYL | XYLEM INC | 1K | $100K–$500K | SH |
| RPM | RPM INTL INC | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 333 | $100K–$500K | SH |
| STT | STATE STR CORP | 1K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 2K | $100K–$500K | SH |
| ATR | APTARGROUP INC | 1K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 1K | $100K–$500K | SH |