TFO Wealth Partners, LLC
CIK: 0001698750SEC EDGAR →
Portfolio Value
$668K
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 4,366,497 | $273K | 40.82% |
| 2 | DIMENSIONAL ETF TRUST | 4,256,625 | $169K | 25.22% |
| 3 | ISHARES TR | 90,934 | $34K | 5.08% |
| 4 | DIMENSIONAL ETF TRUST | 556,420 | $26K | 3.88% |
| 5 | DIMENSIONAL ETF TRUST | 396,409 | $24K | 3.53% |
| 6 | J P MORGAN EXCHANGE TRADED F | 342,711 | $17K | 2.61% |
| 7 | SPDR S&P 500 ETF TR | 19,631 | $13K | 2.00% |
| 8 | ISHARES TR | 92,536 | $11K | 1.66% |
| 9 | DIMENSIONAL ETF TRUST | 125,304 | $9K | 1.31% |
| 10 | ISHARES TR | 18,094 | $9K | 1.28% |
Quarterly Changes
New Positions (51)
$273K · 4.4M shares
$169K · 4.3M shares
$34K · 91K shares
$26K · 556K shares
$24K · 396K shares
$17K · 343K shares
$13K · 20K shares
$11K · 93K shares
$9K · 125K shares
$9K · 18K shares
$8K · 234K shares
$6K · 10K shares
$6K · 63K shares
$5K · 7K shares
$5K · 64K shares
$5K · 19K shares
$5K · 30K shares
$4K · 52K shares
$4K · 71K shares
$3K · 43K shares
$3K · 87K shares
$3K · 8K shares
$3K · 53K shares
$2K · 99K shares
$2K · 30K shares
$2K · 29K shares
$2K · 35K shares
$2K · 12K shares
$2K · 51K shares
$2K · 64K shares
$1K · 15K shares
$1K · 6K shares
$1K · 14K shares
$868 · 7K shares
$810 · 10K shares
$763 · 11K shares
$692 · 14K shares
$679 · 16K shares
$662 · 9K shares
$555 · 6K shares
$550 · 3K shares
$528 · 9K shares
$512 · 10K shares
$372 · 606 shares
$352 · 13K shares
$343 · 2K shares
$337 · 1K shares
$281 · 3K shares
$267 · 3K shares
$235 · 1K shares
$24 · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $665K | 99.6% |
| Unknown | 2 | $3K | 0.4% |
| Technology | 1 | $281 | 0.0% |
| Industrials | 1 | $24 | 0.0% |