TFC Financial Management, Inc.
Annual return '25
-74.0%
SPY '25
+17.7%
Alpha
-91.8ptsvs SPY
Invested
$811.6M
Holdings
938
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 334.7k shares)
26.9%
02
$IDEV
ISHARES TR
Q4 2025: Exited (was 1.40M shares)
14.2%
03
$SHY
ISHARES TR
Q4 2025: Exited (was 897.7k shares)
10.1%
04
$IEMG
ISHARES INC
Q4 2025: Exited (was 773.3k shares)
6.5%
05
$JQUA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 719.7k shares)
5.7%
06
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 931.4k shares)
5.5%
07
$DFAT
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 428.9k shares)
3.2%
08
$VTWG
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.3%
09
$VV
VANGUARD INDEX FDS
Q4 2025: Exited (was 46.7k shares)
1.9%
10
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 49.8k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:58 UTC.