TFC Financial Management, Inc. - Portfolio Stock Holdings
TFC Financial Management, Inc. disclosed 1090 stock positions in a recent SEC 13F filing. $902,187,936 of stock holdings were filed, with the largest holdings including IVV, IDEV, and SHY. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,780,827,449 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1090Est. Stock Holding Value:
$902,187,936Top Stock Holdings By Sector
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Portfolio Stock Holdings - TFC Financial Management, Inc.
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