TFC Financial Management, Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 892,720
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 1,047 | 892,720 | 13F-HR | TFC Financial Management, Inc. |
| Q2 2026 | 7/23/2026 | 1,034 | 902,256 | 13F-HR | TFC Financial Management, Inc. |
| Q1 2026 | 4/23/2026 | 998 | 811,635 | 13F-HR | TFC Financial Management, Inc. |
| Q4 2025 | 1/23/2026 | 963 | 797,332 | 13F-HR | TFC Financial Management, Inc. |
| Q3 2025 | 10/24/2025 | 996 | 780,532 | 13F-HR | TFC Financial Management, Inc. |
| Q2 2025 | 7/29/2025 | 972 | 729,996 | 13F-HR | TFC Financial Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.5 K | 13.2% | 0 | 15.93 K | -15.93 K |
| ETFs | 768.5 K | 86.1% | 6.447 K | 0 | 6.447 K |
| Debt | 6.614 K | 0.7% | 0 | 56 | -56 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
892,720
Holdings
1047
QoQ value change ($000)
-9,536
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.