CIK 1698750
TFO Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
51
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 51
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 4.4M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 4.3M | $1M+ | SH |
| IWB | ISHARES TR | 91K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 556K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 396K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 343K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| IJR | ISHARES TR | 93K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 125K | $1M+ | SH |
| IWF | ISHARES TR | 18K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 234K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 64K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| ITOT | ISHARES TR | 30K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 52K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 71K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 43K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 87K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 53K | $1M+ | SH |
| IBDR | ISHARES TR | 99K | $1M+ | SH |
| VCRM | VANGUARD MUN BD FDS | 30K | $1M+ | SH |
| IEMG | ISHARES INC | 29K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 35K | $1M+ | SH |
| ACWI | ISHARES TR | 12K | $1M+ | SH |
| ENFR | ALPS ETF TR | 51K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 64K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 14K | $1M+ | SH |
| IVW | ISHARES TR | 7K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| EMXC | ISHARES INC | 11K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 14K | $500K+ | SH |
| OUSM | ALPS ETF TR | 16K | $500K+ | SH |
| VGUS | VANGUARD INSTL INDEX FD | 9K | $500K+ | SH |
| IYR | ISHARES TR | 6K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| FRDM | EA SERIES TRUST | 10K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 606 | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| IWY | ISHARES TR | 1K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 3K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |