TFC Financial Management, Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 797,332
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 524.6 K | 65.8% | 12.48 K | 0 | 12.48 K |
| ETFs | 264.3 K | 33.2% | 4.99 K | 0 | 4.99 K |
| Debt | 8.413 K | 1.1% | 274 | 0 | 274 |
| Other | 0 | 0.0% | 0 | 945 | -945 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
797,332
Holdings
963
QoQ value change ($000)
16,800
(2.2%)
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.