TFC Financial Management, Inc.

Institutional manager (13F) · CIK 1827844

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $754M

#	Issuer	Value	Shares
1	ISHARES TR	$218M	333,103
2	ISHARES TR	$115M	1,371,889
3	ISHARES TR	$82M	990,689
4	ISHARES INC	$53M	755,956
5	J P MORGAN EXCHANGE TRADED F	$46M	745,616
6	DIMENSIONAL ETF TRUST	$44M	909,157
7	DIMENSIONAL ETF TRUST	$26M	408,979
8	VANGUARD SCOTTSDALE FDS	$19M	82,375
9	VANGUARD INDEX FDS	$15M	51,298
10	JOHNSON & JOHNSON	$12M	49,216
11	APPLE INC	$11M	43,158
12	NUSHARES ETF TR	$11M	292,610
13	VANGUARD BD INDEX FDS	$9M	108,948
14	EXXON MOBIL CORP	$7M	40,731
15	MICROSOFT CORP	$6M	16,071
16	BERKSHIRE HATHAWAY INC DEL	$6M	11,748
17	MERCK & CO INC	$5M	38,593
18	VANGUARD BD INDEX FDS	$4M	56,592
19	NVIDIA CORPORATION	$4M	23,813
20	ISHARES TR	$4M	78,829
21	ISHARES TR	$4M	25,663
22	BERKSHIRE HATHAWAY INC DEL	$4M	5
23	INTERNATIONAL BUSINESS MACHS	$3M	12,470
24	ISHARES TR	$3M	7,765
25	ALPHABET INC	$3M	9,367
26	TIDAL TRUST I	$3M	131,430
27	VANGUARD INDEX FDS	$3M	9,632
28	ACCENTURE PLC IRELAND	$2M	12,168
29	OLD NATL BANCORP IND	$2M	101,400
30	ISHARES TR	$2M	11,556
31	STATE STR SPDR S&P 500 ETF T	$2M	3,355
32	VANGUARD INDEX FDS	$2M	6,580
33	L3HARRIS TECHNOLOGIES INC	$2M	6,109
34	GE AEROSPACE	$2M	7,347
35	VANGUARD INDEX FDS	$2M	9,872
36	AMAZON COM INC	$2M	9,625
37	JPMORGAN CHASE & CO	$2M	6,772
38	VANGUARD INDEX FDS	$2M	3,144
39	ISHARES TR	$2M	13,668
40	ISHARES TR	$2M	18,281
41	ISHARES TR	$1M	15,344
42	TCW ETF TRUST	$1M	15,145
43	GE VERNOVA INC	$1M	1,688
44	HEARTFLOW INC	$1M	55,598
45	EXPEDIA GROUP INC	$1M	5,522
46	MASTERCARD INCORPORATED	$1M	2,543
47	WALMART INC	$1M	10,090
48	ALPHABET INC	$1M	4,263
49	VANGUARD INDEX FDS	$1M	4,176
50	PROCTER & GAMBLE CO	$1M	8,167

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.