Tfc Financial Management has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $722 Million distributed in 972 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $208M, Ishares Core Msci Intl Develop with a value of $106M, Ishares Barclays 1 3 Year Trea with a value of $73.1M, J P Morgan ETF Tr U S Quality with a value of $42.3M, and Ishares Inc with a value of $41.3M.

Examining the 13F form we can see an increase of $71.2M in the current position value, from $650M to 722M.

Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.

Portfolio value $722 Million
ETFs: $609 Million
Technology: $34.7 Million
Financial Services: $21.3 Million
Healthcare: $16.8 Million
Consumer Cyclical: $10.1 Million
Industrials: $9.42 Million
Consumer Defensive: $6.97 Million
Energy: $5.21 Million
Other: $7.86 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 972
  • Current Value $722 Million
  • Prior Value $650 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 148 stocks
  • Additional Purchases 218 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 194 stocks
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