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TFC Financial Management, Inc.

Q1 2026 13F Holdings

  • Location
    boston, MA
  • Num holdings

    998

  • Value ($000)

    $811,635

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$217.59M
27 %

333,103

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$114.65M
14 %

1,371,889

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$81.8M
10 %

990,689

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$52.73M
7 %

755,956

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$45.72M
6 %

745,616

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$44.06M
5 %

909,157

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$25.54M
3 %

408,979

---

VANGUARD SCOTTSDALE FDS

VNG RUS2000GRW
92206C623
$18.87M
2 %

82,375

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$15.33M
2 %

51,298

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$12.03M
2 %

49,216

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