TFC Financial Management, Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 902,256
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.5 K | 14.8% | 8.832 K | 0 | 8.832 K |
| ETFs | 762.1 K | 84.5% | 83.66 K | 0 | 83.66 K |
| Debt | 6.67 K | 0.7% | 0 | 1.873 K | -1.873 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
902,256
Holdings
1034
QoQ value change ($000)
90,621
(11.2%)
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.