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CIK: 0001698750
Total reported value
$919.3M
$919.3M
10 檔
22.4%
As reported in its official Q4 2024 Form 13F filing, TFO Wealth Partners, LLC's tracked investment portfolio stood at $919.3M with 10 total positions.
In Q4 2024, TFO Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 25 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 67.76% | +2.91% | -2.23% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.75% | -0.37% | -1.52% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 10.36% | -0.47% | -1.64% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.21% | -0.10% | -50.00% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.79% | -0.11% | -0.20% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | -0.02% | +0.43% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 0.67% | -0.04% | +0.36% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.02% | -50.00% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.22% | +0.01% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +41.2% | -2.23% | Trim |
| 2 | DFUV | Dimensional US Marketwide Va | +6.5% | -1.52% | Trim |
| 3 | DFAT | Dimensional US Target Value | +6.3% | -1.64% | Trim |
| 4 | DFAS | Dimensional US Small Cap ETF | +2.3% | -0.20% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | -50.00% | Trim |
| 6 | IEMG | Ishares Core Msci Emerging | +0.4% | +0.43% | Add |
| 7 | DFIV | Dimensional International Va | +0.4% | +0.36% | Add |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -50.00% | Trim |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.1% | — | Unchanged |
| 11 | ✓ | 374water Inc | 0% | EXIT | Sold out |
| 12 | AEE | Ameren Corporation | 0% | EXIT | Sold out |
| 13 | AAPL | Apple Inc | 0% | EXIT | Sold out |
| 14 | JPM | Jpmorgan Chase & Co | 0% | EXIT | Sold out |
| 15 | BND | Vanguard Total Bond Market | -0.1% | EXIT | Sold out |
| 16 | EFA | Ishares Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 17 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 18 | VBR | Vanguard Small-cap Value ETF | -0.1% | EXIT | Sold out |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | EXIT | Sold out |
| 20 | NVDA | Nvidia CORP | -0.2% | EXIT | Sold out |
| 21 | SCHF | Schwab Intl Equity ETF | -0.2% | EXIT | Sold out |
| 22 | ACWI | Ishares Msci Acwi ETF | -0.3% | EXIT | Sold out |
| 23 | IWD | Ishares Russell 1000 Value E | -0.3% | EXIT | Sold out |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | EXIT | Sold out |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.5% | EXIT | Sold out |
| 26 | VWO | Vanguard Ftse Emerging Marke | -0.6% | EXIT | Sold out |
| 27 | IWM | Ishares Russell 2000 ETF | -0.7% | EXIT | Sold out |
| 28 | ITOT | Ishares Core S&p Total U.s. | -0.7% | EXIT | Sold out |
| 29 | VXUS | Vanguard Total Intl Stock | -0.8% | EXIT | Sold out |
| 30 | VNQ | Vanguard Real Estate ETF | -0.8% | EXIT | Sold out |
| 31 | VOO | Vanguard S&p 500 ETF | -0.8% | EXIT | Sold out |
| 32 | IWF | Ishares Russell 1000 Growth | -1.2% | EXIT | Sold out |
| 33 | IJR | Ishares Core S&p Small-cap E | -2% | EXIT | Sold out |
| 34 | IWB | Ishares Russell 1000 ETF | -5.3% | EXIT | Sold out |
| 35 | VEA | Vanguard Ftse Developed ETF | -43.5% | EXIT | Sold out |
According to official SEC Form 13F filings, TFO Wealth Partners, LLC reported a total U.S. public equity portfolio value of $919.3M across 10 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, DFAT) accounted for 22.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
VEA
前期市值: $237.0M
During Q4 2024, TFO Wealth Partners, LLC's top holdings by market value included DFAC (67.8%)、DFUV (10.8%)、DFAT (10.4%). The largest single position, DFAC, represented 67.8% of total portfolio value.
In Q4 2024, TFO Wealth Partners, LLC made 33 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 6 holdings, and fully liquidating 25 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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