TFO Wealth Partners, LLC
CIK: 0001698750Latest portfolio: $668.2M · Q4 2025
Holdings
51
Total Value
$668.2M
New Positions
51
Closed Positions
0
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 4,366,497 | $272.8M | 40.82% | NEW | |
| 2 | DFACDIMENSIONAL ETF TRUST | 4,256,625 | $168.5M | 25.22% | NEW | |
| 3 | IWBISHARES TR | 90,934 | $34.0M | 5.08% | NEW | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 556,420 | $25.9M | 3.88% | NEW | |
| 5 | DFATDIMENSIONAL ETF TRUST | 396,409 | $23.6M | 3.53% | NEW | |
| 6 | JMSTJ P MORGAN EXCHANGE TRADED F | 342,711 | $17.5M | 2.61% | NEW | |
| 7 | SPYSPDR S&P 500 ETF TR | 19,631 | $13.4M | 2.00% | NEW | |
| 8 | IJRISHARES TR | 92,536 | $11.1M | 1.66% | NEW | |
| 9 | DFASDIMENSIONAL ETF TRUST | 125,304 | $8.7M | 1.31% | NEW | |
| 10 | IWFISHARES TR | 18,094 | $8.6M | 1.28% | NEW | |
| 11 | DFICDIMENSIONAL ETF TRUST | 234,159 | $8.1M | 1.21% | NEW | |
| 12 | VOOVANGUARD INDEX FDS | 10,227 | $6.4M | 0.96% | NEW | |
| 13 | VNQVANGUARD INDEX FDS | 63,181 | $5.6M | 0.84% | NEW | |
| 14 | IVVISHARES TR | 7,147 | $4.9M | 0.73% | NEW | |
| 15 | VXUSVANGUARD STAR FDS | 64,151 | $4.8M | 0.72% | NEW | |
| 16 | IWMISHARES TR | 18,818 | $4.6M | 0.69% | NEW | |
| 17 | ITOTISHARES TR | 30,371 | $4.5M | 0.68% | NEW | |
| 18 | VCRBVANGUARD MALVERN FDS | 51,961 | $4.0M | 0.61% | NEW | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 70,881 | $3.8M | 0.57% | NEW | |
| 20 | VBILVANGUARD INSTL INDEX FD | 42,971 | $3.2M | 0.49% | NEW | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 87,136 | $2.9M | 0.43% | NEW | |
| 22 | VTIVANGUARD INDEX FDS | 8,398 | $2.8M | 0.42% | NEW | |
| 23 | JPSTJ P MORGAN EXCHANGE TRADED F | 52,512 | $2.7M | 0.40% | NEW | |
| 24 | IBDRISHARES TR | 98,935 | $2.4M | 0.36% | NEW | |
| 25 | VCRMVANGUARD MUN BD FDS | 29,732 | $2.2M | 0.34% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.7277516851933953e+173T)
Unknown0.0% ($2.2B)
Technology0.0% ($281K)
Industrials0.0% ($24K)
Filing History
Fund Information
TFO Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $668.2M across 51 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 40.8% of the portfolio. Compared to the previous quarter, the fund opened 51 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.