Institutions / TFC Financial Management, Inc.

TFC Financial Management, Inc.

CIK 1827844 · Institution · as of Dec 31, 2025
Portfolio value
$797.33M
Positions
963
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 963 →
CompanyClassValueShares% of portfolio
iShares Tr$227.04M331,46828.5%
iShares MSCI UAE ETF$115.56M1,401,00814.5%
iShares Tr$77.23M932,4799.7%
iShares Inc$51.78M770,3526.5%
J P Morgan Exchange Traded F$46.20M731,3195.8%
Dimensional ETF Trust$42.72M917,0225.4%
Dimensional ETF Trust$25.28M424,6693.2%
Vanguard Index Fds$15.10M47,9661.9%
Apple Inc.$12.53M46,0771.6%
Nushares ETF Tr$10.42M292,7521.3%
Johnson & Johnson$10.31M49,8301.3%
Vanguard Bd Index Fds$8.38M106,3071.1%
Microsoft Corp$7.94M16,4261.0%
Warren E. Buffett$6.65M13,2240.8%
Exxon Mobil Corp$4.88M40,5910.6%
NVIDIA Corp$4.59M24,5890.6%
Merck & Co., Inc.$4.06M38,5930.5%
Vanguard Bd Index Fds$3.95M53,3680.5%
iShares MSCI UAE ETF$3.81M25,6510.5%
International Business Machines Corp$3.79M12,7820.5%
Berkshire Hathaway Inc Del$3.77M50.5%
Accenture plc$3.28M12,2210.4%
Alphabet Inc.$2.99M9,5660.4%
iShares Tr$2.90M7,7640.4%
Vanguard Index Fds$2.56M9,9260.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.