TFC Financial Management, Inc. - Portfolio overview

TFC Financial Management, Inc. has 1139 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 26.74%
2. IDEV - ISHARES TR, 14.09%
3. SHY - ISHARES TR, 10.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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