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Constance H. Wyllie

Tfc Financial Management, Inc.

Assets Managed
$902.256M
Holdings
1034
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.17%(2Q avg: 6.48%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfc Financial Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1034 positions.

Assets under management

The assets under management (AUM) of Tfc Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 902.256M in assets, with a quarterly growth rate of 11.17% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Constance H. Wyllie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.37%
27%
$243.54M
325,201 shares@ $748.9 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 0.44%
13.6%
$122.638M
1.378M shares@ $89.02 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 3.61%
9.35%
$84.278M
1.026M shares@ $82.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -2.79%
6.75%
$60.875M
734,844 shares@ $82.85 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 2.49%
6.13%
$55.234M
764,173 shares@ $72.29 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.37%
5.53%
$49.825M
905,753 shares@ $55.02 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.62%
3.19%
$28.763M
411,492 shares@ $69.9 avg price
VTWG
Vanguard Russell 2000 Growth
Recent Activity
Increased 5.79%
2.78%
$25.068M
87,140 shares@ $287.69 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 3.92%
2.04%
$18.333M
53,307 shares@ $343.91 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.56%
1.38%
$12.429M
48,938 shares@ $253.98 avg price

1-10 of 1034