Tme Financial, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$144.3M
Q ending 2026-03-31
Prior quarter
$142.4M
Q ending 2025-12-31
Change
+1.4% QoQ · +25.4% YoY
Positions
65
reported holdings

Largest positions

All 65 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrICVTShares$16.4M161K
Dbx Etf TrDBEFShares$9.0M182K
Vanguard Intl Equity Index FVWOShares$8.5M158K
Ishares TrTIPShares$8.4M76K
Vaneck Etf TrustMOATShares$6.6M69K
Ishares TrDGROShares$6.1M87K
Vanguard Index FdsVBRShares$5.9M27K
Spdr Series TrustSPYVShares$5.7M101K
Vanguard Malvern FdsVTIPShares$5.6M113K
Ishares TrLQDShares$5.4M50K
Ishares TrIVWShares$4.9M43K
Dimensional Etf TrustDFASShares$4.5M63K
Ishares TrQUALShares$4.4M23K
Ishares Gold TrIAUShares$3.8M43K
Ishares TrMBBShares$3.4M35K
Vanguard Index FdsVOTShares$2.9M11K
Spdr Series TrustSLYGShares$2.9M30K
Vanguard Index FdsVTVShares$2.7M14K
Vanguard Scottsdale FdsVCITShares$2.2M27K
Invesco Exchange Traded Fd TSPGPShares$2.2M20K
Vanguard Whitehall FdsVYMShares$1.8M12K
John Hancock Exchange TradedJHMMShares$1.7M25K
Ishares TrIQLTShares$1.6M35K
Vanguard Index FdsVUGShares$1.6M4K
Ishares Bitcoin Trust EtfIBITShares$1.5M39K
Vanguard Bd Index FdsBNDShares$1.4M19K
Ishares TrGOVTShares$1.4M61K
Vanguard World FdMGKShares$1.4M4K
American Centy Etf TrKORPShares$1.4M29K
Vanguard Index FdsVBShares$1.3M5K
Vanguard Index FdsVOShares$1.2M4K
Spdr Gold TrGLDShares$1.1M2K
Ishares TrAGGShares$988K10K
Simplify Exchange Traded FunHIGHShares$944K44K
Simplify Exchange Traded FunBUCKShares$900K38K
Ab Active Etfs IncTAFIShares$900K36K
Ab Active Etfs IncYEARShares$893K18K
Ab Active Etfs IncSYFIShares$786K22K
Ishares TrIJHShares$626K9K
Ea Series TrustBOXXShares$593K5K
Vanguard Index FdsVOOShares$549K918
Alphabet IncGOOGShares$514K2K
Vanguard Index FdsVOEShares$507K3K
Ishares TrCMFShares$472K8K
Vanguard Tax-Managed FdsVEAShares$454K7K
Spdr Index Shs FdsSPDWShares$432K9K
Ishares IncESGEShares$428K9K
Amazon Com IncAMZNShares$423K2K
Alps Etf TrAMLPShares$420K8K
Vanguard Scottsdale FdsVONGShares$386K4K
Ishares TrEFAVShares$376K4K
Apple IncAAPLShares$330K1K
State Str Spdr S&P 500 Etf TSPYShares$330K508
Ishares IncEEMVShares$326K5K
Ishares TrESGDShares$319K3K
Ishares TrILCVShares$303K3K
Vanguard Scottsdale FdsVGLTShares$301K5K
Invesco Exch Traded Fd Tr IiPWZShares$293K12K
Microsoft CorpMSFTShares$288K778
Vanguard World FdVHTShares$254K933
Vanguard Mun Bd FdsVTEBShares$252K5K
Ishares TrIWSShares$247K2K
Dbx Etf TrHYLBShares$223K6K
Ishares TrIJRShares$215K2K
Vanguard Bd Index FdsBIVShares$202K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.