Tfc Financial Management
$902M 13F equity value
1,096 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tfc Financial Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 325,201 | $244M | 27.0% |
| IDEV | ISHARES TR | 1,377,805 | $123M | 13.6% |
| SHY | ISHARES TR | 1,026,401 | $84M | 9.3% |
| IEMG | ISHARES INC | 734,844 | $61M | 6.7% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 764,173 | $55M | 6.1% |
| DFUV | DIMENSIONAL ETF TRUST | 905,753 | $50M | 5.5% |
| DFAT | DIMENSIONAL ETF TRUST | 411,492 | $29M | 3.2% |
| VTWG | VANGUARD SCOTTSDALE FDS | 87,140 | $25M | 2.8% |
| VV | VANGUARD INDEX FDS | 53,307 | $18M | 2.0% |
| JNJ | JOHNSON & JOHNSON | 48,938 | $12M | 1.4% |
Track Tfc Financial Management's 13F portfolio: $902M in reported holdings, 1,096 positions. Top holdings and quarterly changes on SentiSense.
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