DOSSIER · 13F-HR · Q2 2026
TFC Financial Management, Inc.
$902M in tracked AUM across 1,034 positions as of Q2 2026.
TF
CIK 0001827844 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of TFC Financial Management SEC 13F Filing
1. Portfolio Overview
TFC Financial Management has reported a significant expansion in its portfolio operations for the quarter ending December 31, 2025. The total portfolio value surged by 130.2%, growing from $346.39 million to $797.33 million. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a consolidation of reporting entities during the quarter.
The portfolio...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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