TFC Financial Management, Inc.: 13F holdings
CIK 18278442026Q2
| Positions | 1,034 |
|---|
| Reported value | $902.3m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 1,034 (+36 vs prior quarter) |
|---|
| Reported value | $902.3m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 325,201 | $243.5m | 27.0% |
| VGK ISHARES TR | 1,377,805 | $122.6m | 13.6% |
| SHY ISHARES TR | 1,026,401 | $84.3m | 9.3% |
| IEMG ISHARES INC | 734,844 | $60.9m | 6.7% |
| JQUA J P MORGAN EXCHANGE TRADED F | 764,173 | $55.2m | 6.1% |
| YM=F DIMENSIONAL ETF TRUST | 905,753 | $49.8m | 5.5% |
| DIMENSIONAL ETF TRUST | 411,492 | $28.8m | 3.2% |
| VTWG VANGUARD SCOTTSDALE FDS | 87,140 | $25.1m | 2.8% |
| VV VANGUARD INDEX FDS | 53,307 | $18.3m | 2.0% |
| JNJ JOHNSON & JOHNSON | 48,938 | $12.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1827844")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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