Tfc Financial Management, Inc. Top Holdings and 13F Report (2025) About Tfc Financial Management, Inc.Investment ActivityTfc Financial Management, Inc. has $653.22 million in total holdings as of March 31, 2025.Tfc Financial Management, Inc. owns shares of 958 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Tfc Financial Management, Inc. has purchased 978 new stocks and bought additional shares in 145 stocks.Tfc Financial Management, Inc. sold shares of 189 stocks and completely divested from 110 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $165,062,250iShares Core MSCI International Developed Markets ETF $97,564,288iShares 1-3 Year Treasury Bond ETF $72,863,805iShares Core MSCI Emerging Markets ETF $41,106,751Dimensional US Marketwide Value ETF $38,829,789 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,992,208 Holding97717W208 - WisdomTree U.S. High Dividend Fund $459,111 Holding37960A529 - GLOBAL X FDS $151,288 Holding46137V142 - Invesco Water Resources ETF $113,756 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $113,088 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 323,026 shares (about $17.43M)Vanguard Large-Cap ETF 24,661 shares (about $6.34M)Nuveen ESG Emerging Markets Equity ETF 141,929 shares (about $4.15M)Berkshire Hathaway 5 shares (about $3.99M)iShares 1-3 Year Treasury Bond ETF 19,365 shares (about $1.60M) Largest Sales this Quarter Apple 7,150 shares (about $1.59M)iShares Core MSCI International Developed Markets ETF 21,996 shares (about $1.52M)Dimensional US Marketwide Value ETF 14,794 shares (about $609.66K)Dimensional U.S. Targeted Value ETF 9,386 shares (about $483.29K)Adasina Social Justice All Cap Global ETF 23,891 shares (about $432.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTfc Financial Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$165,062,250$135,980 ▲0.1%293,75725.3%ETFIDEViShares Core MSCI International Developed Markets ETF$97,564,288$1,515,304 ▼-1.5%1,416,23314.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$72,863,805$1,602,067 ▲2.2%880,74211.2%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$41,106,751$17,433,719 ▲73.6%761,6596.3%ETFDFUVDimensional US Marketwide Value ETF$38,829,789$609,661 ▼-1.5%942,2425.9%ETFJQUAJPMorgan US Quality Factor ETF$36,938,070$1,112,573 ▲3.1%654,1185.7%ETFDFATDimensional U.S. Targeted Value ETF$27,186,052$483,285 ▼-1.7%527,9874.2%ETFAAPLApple$10,570,033$1,588,226 ▼-13.1%47,5851.6%Computer and TechnologyJNJJohnson & Johnson$8,440,525$83,251 ▼-1.0%50,8961.3%MedicalNUEMNuveen ESG Emerging Markets Equity ETF$8,252,313$4,151,429 ▲101.2%282,1301.3%ETFBSVVanguard Short-Term Bond ETF$8,161,211$185,288 ▲2.3%104,2571.2%ETFBRK.BBerkshire Hathaway$7,367,712$512,875 ▲7.5%13,8341.1%FinanceVVVanguard Large-Cap ETF$7,238,452$6,338,593 ▲704.4%28,1621.1%ETFMSFTMicrosoft$5,668,450$131,013 ▲2.4%15,1000.9%Computer and TechnologyXOMExxon Mobil$4,989,679$61,962 ▼-1.2%41,9550.8%EnergyBRK.ABerkshire Hathaway$3,992,208$3,992,208 ▲New Holding50.6%FinanceBNDVanguard Total Bond Market ETF$3,933,437$267,576 ▲7.3%53,5530.6%ETFACNAccenture$3,709,844$2,496 ▲0.1%11,8890.6%Computer and TechnologyMRKMerck & Co., Inc.$3,502,795$28,185 ▼-0.8%39,0240.5%MedicalONBOld National Bancorp$3,250,546$395,405 ▼-10.8%153,4000.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$3,164,516$7,442 ▼-0.2%25,9370.5%ETFIBMInternational Business Machines$3,137,3300.0%12,6170.5%Computer and TechnologyAMZNAmazon.com$2,499,066$35,008 ▼-1.4%13,1350.4%Retail/WholesaleVBVanguard Small-Cap ETF$2,456,780$8,870 ▼-0.4%11,0790.4%ETFIWBiShares Russell 1000 ETF$2,381,6070.0%7,7640.4%ETFJSTCAdasina Social Justice All Cap Global ETF$2,197,334$432,294 ▼-16.4%121,4370.3%ETFTSLATesla$2,109,653$205,264 ▼-8.9%8,1400.3%Auto/Tires/TrucksNVDANVIDIA$2,069,696$398,506 ▼-16.1%19,0970.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,799,221$36,398 ▼-2.0%10,5290.3%ETFVXFVanguard Extended Market ETF$1,703,711$1,378 ▲0.1%9,8900.3%ETFJPMJPMorgan Chase & Co.$1,624,985$19,380 ▼-1.2%6,6240.2%FinanceMAMastercard$1,618,620$1,644 ▼-0.1%2,9530.2%Business ServicesIJRiShares Core S&P Small-Cap ETF$1,605,397$523 ▲0.0%15,3520.2%ETFSPYSPDR S&P 500 ETF Trust$1,587,120$109,090 ▼-6.4%2,8370.2%FinancePGProcter & Gamble$1,494,859$127,298 ▼-7.8%8,7720.2%Consumer StaplesGEGE Aerospace$1,483,2710.0%7,4110.2%IndustrialsGOOGLAlphabet$1,379,287$159,440 ▲13.1%8,9190.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,291,573$26,478 ▲2.1%17,0730.2%ETFLHXL3Harris Technologies$1,278,784$209 ▼0.0%6,1100.2%AerospaceNETZTCW Transform Systems ETF$1,227,248$110,198 ▼-8.2%17,5960.2%ETFVOOVanguard S&P 500 ETF$1,158,439$1,028 ▲0.1%2,2540.2%ETFEXPEExpedia Group$1,089,1200.0%6,4790.2%Retail/WholesaleMMM3M$1,088,2450.0%7,4100.2%Multi-Sector ConglomeratesVOVanguard Mid-Cap ETF$1,072,016$3,621 ▲0.3%4,1450.2%ETFABTAbbott Laboratories$987,095$16,449 ▼-1.6%7,4410.2%MedicalVTVVanguard Value ETF$934,395$691 ▲0.1%5,4090.1%ETFIWFiShares Russell 1000 Growth ETF$893,804$37,197 ▼-4.0%2,4750.1%ETFABBVAbbVie$862,8420.0%4,1180.1%MedicalDFACDimensional U.S. Core Equity 2 ETF$855,963$1,847 ▲0.2%25,9460.1%ETFTTDTrade Desk$820,800$21,450 ▼-2.5%15,0000.1%Computer and TechnologyCOSTCostco Wholesale$808,670$50,128 ▼-5.8%8550.1%Retail/WholesaleSHOPShopify$781,1220.0%8,1810.1%Computer and TechnologyWMTWalmart$776,679$41,525 ▼-5.1%8,8470.1%Retail/WholesaleDDOGDatadog$748,9370.0%7,5490.1%Computer and TechnologyMETAMeta Platforms$745,592$6,914 ▲0.9%1,2940.1%Computer and TechnologyTJXTJX Companies$744,450$24,482 ▲3.4%6,1120.1%Retail/WholesaleHDHome Depot$704,614$114,321 ▼-14.0%1,9230.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$700,445$481,711 ▲220.2%2,5490.1%ETFGOOGAlphabet$670,377$28,902 ▼-4.1%4,2910.1%Computer and TechnologyADPAutomatic Data Processing$656,279$27,498 ▼-4.0%2,1480.1%Business ServicesISRGIntuitive Surgical$652,2710.0%1,3170.1%MedicalMOAltria Group$650,977$120 ▼0.0%10,8460.1%Consumer StaplesCLColgate-Palmolive$605,236$37,482 ▼-5.8%6,4590.1%Consumer StaplesCIThe Cigna Group$568,8530.0%1,7290.1%MedicalMDLZMondelez International$555,667$33,516 ▼-5.7%8,1900.1%Consumer StaplesGE VERNOVA INC$552,252$4,579 ▼-0.8%1,8090.1%COMEFAiShares MSCI EAFE ETF$548,9810.0%6,7170.1%FinancePMPhilip Morris International$536,667$2,698 ▲0.5%3,3810.1%Consumer StaplesVVisa$530,333$21,031 ▲4.1%1,5130.1%Business ServicesFFINFirst Financial Bankshares$493,374$109,954 ▼-18.2%13,7350.1%FinanceGPCGenuine Parts$483,709$715 ▼-0.1%4,0600.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$476,818$33,603 ▼-6.6%5,6050.1%ETFDVYiShares Select Dividend ETF$468,307$450,042 ▲2,464.0%3,4870.1%ETFDHSWisdomTree U.S. High Dividend Fund$459,111$459,111 ▲New Holding4,6300.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$450,303$74,422 ▼-14.2%11,3450.1%ETFLLYEli Lilly and Company$420,467$18,999 ▼-4.3%5090.1%MedicalCVXChevron$418,638$4,183 ▲1.0%2,5020.1%EnergyBNLBroadstone Net Lease$403,509$7,276 ▲1.8%23,6800.1%FinanceCVNACarvana$402,689$20,908 ▼-4.9%1,9260.1%Retail/WholesaleAVGOBroadcom$377,320$10,211 ▲2.8%2,2540.1%Computer and TechnologyCRMSalesforce$373,062$34,086 ▲10.1%1,3900.1%Computer and TechnologyASMLASML$360,4710.0%5440.1%Computer and TechnologyTMUST-Mobile US$344,323$65,344 ▼-16.0%1,2910.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$343,899$117 ▲0.0%5,8940.1%ETFMETMetLife$343,8930.0%4,2830.1%FinanceCTVACorteva$343,5380.0%5,4590.1%Consumer StaplesDISWalt Disney$338,461$197 ▲0.1%3,4290.1%Consumer DiscretionaryWMWaste Management$334,037$38,195 ▲12.9%1,4430.1%Business ServicesFTECFidelity MSCI Information Technology Index ETF$328,647$23,383 ▼-6.6%2,0380.1%ETFGSThe Goldman Sachs Group$310,681$1,638 ▲0.5%5690.0%FinanceVWOVanguard FTSE Emerging Markets ETF$308,4320.0%6,8150.0%ETFSPGIS&P Global$305,885$25,406 ▼-7.7%6020.0%Business ServicesIDViShares International Select Dividend ETF$305,858$241,957 ▲378.6%9,8600.0%ETFLOWLowe's Companies$304,0090.0%1,3030.0%Retail/WholesaleUNHUnitedHealth Group$303,815$39,810 ▼-11.6%5800.0%MedicalAMSCAmerican Superconductor$303,501$4,716 ▲1.6%16,7310.0%Computer and TechnologyKOCoca-Cola$296,784$31,512 ▼-9.6%4,1440.0%Consumer StaplesVUGVanguard Growth ETF$285,5580.0%7700.0%ETFKKRKKR & Co. Inc.$276,193$18,960 ▼-6.4%2,3890.0%FinanceIGMiShares Expanded Tech Sector ETF$272,0100.0%3,0000.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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