account_balance

Investment manager · 13F filer · SEC CIK 1827844

TFC Financial Management, Inc.

Reported value$893Mas of Sep 30, 2026

Positions1,047 62 new, 49 sold out

Top 10 weight79.5%IVV alone is 27%

FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

27.4%

IDEViShares Tr

13.6%

SHYiShares Tr

10.5%Added +12%

IEMGiShares Inc

6.6%

JQUAJ P Morgan Exchange Traded F

6.4%

DFUVDimensional ETF Trust

5.5%

DFATDimensional ETF Trust

3.1%

VTWGVanguard Scottsdale FDS

2.6%+4%

VVVanguard Index FDS

2.2%

AAPL1.6%

NUEM1.4%

MSFT

IVViShares Tr

27.4%

IDEViShares Tr

13.6%

SHYiShares Tr

10.5%Added +12%

IEMGiShares Inc

6.6%

JQUAJ P Morgan Exchange Traded F

6.4%

DFUVDimensional ETF Trust

5.5%

DFAT3.1%

VTWG2.6%

VV2.2%

NUEM

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 27.4% Held

IDEV iShares Tr 13.6% Held

SHY iShares Tr 10.5% Added +12%

IEMG iShares Inc 6.6% Held

JQUA J P Morgan Exchange Traded F 6.4% Held

DFUV Dimensional ETF Trust 5.5% Held

DFAT Dimensional ETF Trust 3.1% Held

VTWG Vanguard Scottsdale FDS 2.6% Added +4%

VV Vanguard Index FDS 2.2% Added +6%

AAPL Apple Inc. 1.6% Held

NUEM Nushares ETF Tr 1.4% Held

MSFT Microsoft Corp 0.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 23, 2026 filing

add_circleNew

CHWY $64K
BWXT $63.6K
SKHY $47.3K
ASND $40.8K

arrow_upwardAdded

SHY +12%
VV +6%
VTWG +4%
AMZN +2%

arrow_downwardTrimmed

XOM −56%
JNJ −51%
ONB −6%

remove_circleSold out

GPC $462K
Q $277K
ALC $83.2K
EUAD $44.7K

TFC Financial Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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