Tfc Financial Management Portfolio Holdings

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.