Tfc Financial Management Portfolio Holdings
Tfc Financial Management
- $772 Million
- Q4 2025
Tfc Financial Management has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $772 Million distributed in 963 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 $114M, Ishares Barclays 1 3 Year Trea with a value of $77.2M, J P Morgan ETF Tr U S Quality with a value of $45.3M, and Ishares Inc with a value of $41.3M.
Examining the 13F form we can see an increase of $4.9M in the current position value, from $767M to 772M.
Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.
Portfolio value
$772 Million
ETFs: $650 Million
Technology: $40.3 Million
Financial Services: $20.5 Million
Healthcare: $19.9 Million
Industrials: $10.6 Million
Consumer Cyclical: $8.07 Million
Consumer Defensive: $7.14 Million
Communication Services: $6.31 Million
Other: $8.47 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 963
- Current Value $772 Million
- Prior Value $767 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 76 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks