Tfc Financial Management Portfolio Holdings
Tfc Financial Management
- $767 Million
- Q3 2025
Tfc Financial Management has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $767 Million distributed in 996 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 $224M, Ishares Core Msci Intl Develop with a value of $112M, Ishares Barclays 1 3 Year Trea with a value of $74.5M, J P Morgan ETF Tr U S Quality with a value of $45.3M, and Dimensional ETF Tr Us Marketwi with a value of $41.6M.
Examining the 13F form we can see an increase of $45.1M in the current position value, from $722M to 767M.
Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 996
- Current Value $767 Million
- Prior Value $722 Million
- Filing
- Period Q3 2025
- Filing Date October 24, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 92 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks