TFC Financial Management, Inc.
Follow13F filer, CIK 1827844, BOSTON, MA
TFC Financial Management, Inc. reported $797,332,317 across 963 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 78.24% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-001127
- Period
- 2025-12-31
- Reported value
- $797M
- Holdings
- 963
- Top 10 weight
- 78.24%
- New
- 76
- Sold out
- 109
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SHYadded | +34,797 | $2.88M |
| VTIadded | +2,359 | $791K |
| JQUAadded | +11,653 | $736K |
| NVDAadded | +3,881 | $724K |
| IDEVadded | +5,398 | $445K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TSLAreduced | -6,330 | -$2.85M |
| IVVreduced | -3,226 | -$2.21M |
| AAPLreduced | -5,606 | -$1.52M |
| AMZNreduced | -4,343 | -$1M |
| ISTBexited | -19,350 | -$945K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 963 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ISTBISHARES TR | 19,350 | $945K | shares |
| IYWISHARES TR | 714 | $140K | shares |
| UNILEVER PLCUNILEVER PLC | 1,345 | $79.7K | shares |
| SMHVANECK ETF TRUST | 200 | $65.3K | shares |
| AMLPALPS ETF TR | 1,275 | $59.8K | shares |
| HYTBLACKROCK CORPOR HI YLD FD I | 5,300 | $50.4K | shares |
| XLFSELECT SECTOR SPDR TR | 800 | $43.1K | shares |
| HTFLHEARTFLOW INC | 1,200 | $40.4K | shares |
| PFFISHARES TR | 1,100 | $34.8K | shares |
| XCHYXCALAMOS CONV & HIGH INCOME F | 3,000 | $33.7K | shares |
| SHLDGLOBAL X FDS | 400 | $28.1K | shares |
| TQQQPROSHARES TR | 250 | $25.9K | shares |
| VONGVANGUARD SCOTTSDALE FDS | 200 | $24.1K | shares |
| DIASTATE STR SPDR DOW JONES IND | 50 | $23.2K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 260 | $20.8K | shares |
| IWYISHARES TR | 75 | $20.5K | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 2,000 | $19.9K | shares |
| PKBINVESCO EXCHANGE TRADED FD T | 200 | $19.1K | shares |
| URAGLOBAL X FDS | 400 | $19.1K | shares |
| TGLSTECNOGLASS INC | 262 | $17.5K | shares |
| ARGXARGENX SE | 19 | $14K | shares |
| BRRRCOINSHARES BITCOIN ETF | 400 | $12.9K | shares |
| SCHGSCHWAB STRATEGIC TR | 400 | $12.8K | shares |
| IXCISHARES TR | 300 | $12.5K | shares |
| LTHLIFE TIME GROUP HOLDINGS INC | 419 | $11.6K | shares |
| UPROPROSHARES TR | 100 | $11.1K | shares |
| ONONON HLDG AG | 253 | $10.7K | shares |
| EUADSPINNAKER ETF SERIES | 200 | $9.39K | shares |
| HLNHALEON PLC | 700 | $6.28K | shares |
| IHAKISHARES TR | 104 | $5.46K | shares |
| PLTMGRANITESHARES PLATINUM TR | 300 | $4.53K | shares |
| SOCSABLE OFFSHORE CORP | 226 | $3.95K | shares |
| AGGISHARES TR | 36 | $3.6K | shares |
| GOVTISHARES TR | 138 | $3.18K | shares |
| SGMOQSANGAMO THERAPEUTICS INC | 4,620 | $3.11K | shares |
| KKELLANOVA | 34 | $2.81K | shares |
| REETISHARES TR | 103 | $2.62K | shares |
| XLESELECT SECTOR SPDR TR | 24 | $2.15K | shares |
| OXYOCCIDENTAL PETE CORP | 37 | $1.75K | shares |
| XEVVXEATON VANCE LIMITED DURATION | 171 | $1.74K | shares |
| HDVISHARES TR | 12 | $1.51K | shares |
| VTIPVANGUARD MALVERN FDS | 28 | $1.44K | shares |
| DOCHEALTHPEAK PROPERTIES INC | 66 | $1.26K | shares |
| ZIMVIE INCZIMVIE INC | 50 | $947 | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 9 | $751 | shares |
| LXRXLEXICON PHARMACEUTICALS INC | 500 | $675 | shares |
| PREMIER INCPREMIER INC | 22 | $612 | shares |
| CCCHEMOURS CO | 37 | $587 | shares |
| CHTRCHARTER COMMUNICATIONS INC | 2 | $551 | shares |
| COOCOOPER COS INC | 8 | $549 | shares |
| SWKSSKYWORKS SOLUTIONS INC | 7 | $539 | shares |
| ITGARTNER INC | 2 | $526 | shares |
| VICIVICI PPTYS INC | 16 | $522 | shares |
| CPBTHE CAMPBELLS COMPANY | 16 | $506 | shares |
| EMNEASTMAN CHEM CO | 8 | $505 | shares |
| CHRDCHORD ENERGY CORPORATION | 5 | $497 | shares |
| CAGCONAGRA BRANDS INC | 26 | $477 | shares |
| HQYHEALTHEQUITY INC | 5 | $474 | shares |
| EPAMEPAM SYS INC | 3 | $453 | shares |
| TPRTAPESTRY INC | 4 | $453 | shares |
| EEFTEURONET WORLDWIDE INC | 5 | $440 | shares |
| FIVNFIVE9 INC | 18 | $436 | shares |
| DPZDOMINOS PIZZA INC | 1 | $432 | shares |
| LEGLEGGETT & PLATT INC | 47 | $418 | shares |
| DVDOUBLEVERIFY HLDGS INC | 34 | $408 | shares |
| WSOWATSCO INC | 1 | $405 | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 8 | $393 | shares |
| MUSAMURPHY USA INC | 1 | $389 | shares |
| FCOMFIDELITY COVINGTON TRUST | 5 | $369 | shares |
| FTVFORTIVE CORP | 7 | $343 | shares |
| FDSFACTSET RESH SYS INC | 1 | $287 | shares |
| BHVNBIOHAVEN LTD | 18 | $271 | shares |
| MR COOPER GROUP INCMR COOPER GROUP INC | 1 | $211 | shares |
| BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR… | 8 | $201 | shares |
| UFPTUFP TECHNOLOGIES INC | 1 | $200 | shares |
| SBACSBA COMMUNICATIONS CORP | 1 | $194 | shares |
| DRIDARDEN RESTAURANTS INC | 1 | $191 | shares |
| MKTXMARKETAXESS HLDGS INC | 1 | $175 | shares |
| AGMFEDERAL AGRIC MTG CORP | 1 | $168 | shares |
| BCPCBALCHEM CORP | 1 | $151 | shares |
| JKHYHENRY JACK & ASSOC INC | 1 | $149 | shares |
| HSTMHEALTHSTREAM INC | 5 | $142 | shares |
| RBLXROBLOX CORP | 1 | $139 | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 1 | $122 | shares |
| EIXEDISON INTL | 2 | $111 | shares |
| SFMSPROUTS FMRS MKT INC | 1 | $109 | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 1 | $109 | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 4 | $109 | shares |
| NOVTNOVANTA INC | 1 | $101 | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 1 | $100 | shares |
| IPARINTERPARFUMS INC | 1 | $99 | shares |
| AKROAKERO THERAPEUTICS INC | 2 | $95 | shares |
| INVHINVITATION HOMES INC | 3 | $88 | shares |
| RALRALLIANT CORP | 2 | $88 | shares |
| CRVLCORVEL CORP | 1 | $78 | shares |
| KNFKNIFE RIVER CORP | 1 | $77 | shares |
| TRNSTRANSCAT INC | 1 | $74 | shares |
| DOCUDOCUSIGN INC | 1 | $73 | shares |
| WMKWEIS MKTS INC | 1 | $72 | shares |
| SAFTSAFETY INS GROUP INC | 1 | $71 | shares |
| AMHAMERICAN HOMES 4 RENT | 2 | $67 | shares |
| PBHPRESTIGE CONSMR HEALTHCARE I | 1 | $63 | shares |
| GLPIGAMING & LEISURE P | 1 | $47 | shares |
| VLGEAVILLAGE SUPER MKT INC | 1 | $38 | shares |
| MBUUMALIBU BOATS INC | 1 | $33 | shares |
| KOPKOPPERS HOLDINGS INC | 1 | $28 | shares |
| DNOWDNOW INC | 1 | $16 | shares |
| CRGYCRESCENT ENERGY COMPANY | 1 | $9 | shares |
| GDYNGRID DYNAMICS HLDGS INC | 1 | $8 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-26-001127 | base | 2026-01-23 | acceptance time not in the bulk data set |