Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TFC Financial Management, Inc. (CIK 1827844) reported $811.6M across 990 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($217.6M, 26.81%), IDEV ($114.6M, 14.13%), SHY ($81.8M, 10.08%), IEMG ($52.7M, 6.50%), JQUA ($45.7M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $217.6M | 26.81% | 333,103 | Added |
| 2 | IDEV | ISHARES TR | $114.6M | 14.13% | 1.4M | Trimmed |
| 3 | SHY | ISHARES TR | $81.8M | 10.08% | 990,689 | Added |
| 4 | IEMG | ISHARES INC | $52.7M | 6.50% | 755,956 | Trimmed |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $45.7M | 5.63% | 745,616 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $44.1M | 5.43% | 909,157 | Trimmed |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $25.5M | 3.15% | 408,979 | Trimmed |
| 8 | VTWG | VANGUARD SCOTTSDALE FDS | $18.9M | 2.32% | 82,375 | New |
| 9 | VV | VANGUARD INDEX FDS | $15.3M | 1.89% | 51,298 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $12.0M | 1.48% | 49,216 | Trimmed |
| 11 | AAPL | APPLE INC | $11.0M | 1.35% | 43,158 | Trimmed |
| 12 | NUEM | NUSHARES ETF TR | $10.8M | 1.32% | 292,610 | Trimmed |
| 13 | BSV | VANGUARD BD INDEX FDS | $8.5M | 1.05% | 108,948 | Added |
| 14 | XOM | EXXON MOBIL CORP | $6.9M | 0.85% | 40,731 | Added |
| 15 | MSFT | MICROSOFT CORP | $5.9M | 0.73% | 16,071 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 0.69% | 11,748 | Trimmed |
| 17 | MRK | MERCK & CO INC | $4.6M | 0.57% | 38,593 | Hold |
| 18 | NVDA | NVIDIA CORPORATION | $4.2M | 0.51% | 23,813 | Trimmed |
| 19 | BND | VANGUARD BD INDEX FDS | $4.2M | 0.51% | 56,592 | Added |
| 20 | ESML | ISHARES TR | $3.7M | 0.46% | 78,829 | Added |
| 21 | ITOT | ISHARES TR | $3.7M | 0.45% | 25,663 | Added |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.44% | 5 | Hold |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $3.0M | 0.37% | 12,470 | Trimmed |
| 24 | IWB | ISHARES TR | $2.8M | 0.34% | 7,765 | Added |
| 25 | GOOGL | ALPHABET INC | $2.7M | 0.33% | 9,367 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31