TFC Financial Management, Inc.

Q3 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    996

  • Value ($000)

    $780,532

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001827844
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$224.01M
29 %

334,694

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$111.89M
14 %

1,395,610

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$74.47M
10 %

897,682

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$50.98M
7 %

773,326

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$45.27M
6 %

719,666

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$41.63M
5 %

931,429

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$24.97M
3 %

428,890

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$14.37M
2 %

46,668

A
AAPL

APPLE INC

COM
037833100
$13.16M
2 %

51,683

N
NUEM

NUSHARES ETF TR

NUVEEN ESG EMRGN
67092P888
$10.35M
1 %

289,966

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