TFC Financial Management, Inc.
TFC Financial Management, Inc. reported 1,034 positions worth $902.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (27.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $243.5M | 26.99% | 325,201 | — | — | |
| ▸ 2 | IDEV | SH | $122.6M | 13.59% | 1,377,805 | — | — | |
| ▸ 3 | SHY | SH | $84.3M | 9.34% | 1,026,401 | — | — | |
| ▸ 4 | IEMG | SH | $60.9M | 6.75% | 734,844 | — | — | |
| ▸ 5 | JQUA | SH | $55.2M | 6.12% | 764,173 | — | — | |
| ▸ 6 | DFUV | SH | $49.8M | 5.52% | 905,753 | — | — | |
| ▸ 7 | DFAT | SH | $28.8M | 3.19% | 411,492 | — | — | |
| ▸ 8 | VTWG | SH | $25.1M | 2.78% | 87,140 | — | — | |
| ▸ 9 | VV | SH | $18.3M | 2.03% | 53,307 | — | — | |
| ▸ 10 | JNJ | SH | $12.4M | 1.38% | 48,938 | — | — |
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Frequently Asked Questions
What stocks does TFC Financial Management, Inc. hold as of Q2 2026?
TFC Financial Management, Inc. reported 1034 positions worth $902.3M in its Q2 2026 13F filing. Largest positions: IVV (27.0%), IDEV (13.6%), SHY (9.3%), IEMG (6.7%) and JQUA (6.1%).
What did TFC Financial Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TFC Financial Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.