TFC Financial Management, Inc. — 13F holdings

TFC Financial Management, Inc. reported 1,034 holdings worth $902M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. IVV ISHARES TR — $244M (27.0%)
  2. IDEV ISHARES TR — $123M (13.6%)
  3. SHY ISHARES TR — $84.3M (9.3%)
  4. IEMG ISHARES INC — $60.9M (6.7%)
  5. JQUA J P MORGAN EXCHANGE TRADED F — $55.2M (6.1%)
  6. DFUV DIMENSIONAL ETF TRUST — $49.8M (5.5%)
  7. DIMENSIONAL ETF TRUST — $28.8M (3.2%)
  8. VTWG VANGUARD SCOTTSDALE FDS — $25.1M (2.8%)
  9. VV VANGUARD INDEX FDS — $18.3M (2.0%)
  10. JNJ JOHNSON & JOHNSON — $12.4M (1.4%)