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Constance H. Wyllie

Tfc Financial Management, Inc.

Assets Managed
$811.635M
Holdings
998
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
1.8%(2Q avg: 1.98%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfc Financial Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 998 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 811.635M in assets, with a quarterly growth rate of 1.8% and a 2-quarter average growth rate of 1.98%. The portfolio is managed by Constance H. Wyllie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.5%
26.81%
$217.586M
333,103 shares@ $653.21 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -2.07%
14.13%
$114.649M
1.372M shares@ $83.57 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 6.25%
10.08%
$81.801M
990,689 shares@ $82.57 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.86%
6.5%
$52.728M
755,956 shares@ $69.75 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 1.96%
5.64%
$45.721M
745,616 shares@ $61.32 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.85%
5.43%
$44.058M
909,157 shares@ $48.47 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -3.69%
3.15%
$25.541M
408,979 shares@ $62.46 avg price
VTWG
Vanguard Russell 2000 Growth
Recent Activity
New Position
2.33%
$18.867M
82,375 shares@ $229.04 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 6.95%
1.89%
$15.33M
51,298 shares@ $298.86 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.23%
1.49%
$12.03M
49,216 shares@ $244.44 avg price

1-10 of 998