13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001698750
Total reported value
$919.3M
$919.3M
39 檔
46.4%
According to the latest 13F quarterly dataset, TFO Wealth Partners, LLC managed an equity portfolio of $919.3M at the end of Q1 2025, spanning 39 distinct U.S. exchange-listed positions.
In Q1 2025, TFO Wealth Partners, LLC displayed an active expansion posture, initiating 39 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 44.17% | -4.61% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.67% | +2.91% | -1.18% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.51% | -0.38% | — | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.48% | -0.37% | -0.96% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.67% | -0.47% | -8.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.10% | +3.52% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.92% | -0.07% | — | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.47% | -0.11% | +0.91% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | -0.06% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.09% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.07% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | +0.40% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.09% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.03% | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | -0.05% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.06% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.02% | — | |
| 18 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.33% | -0.06% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | -0.02% | -0.94% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 0.29% | -0.04% | -6.77% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.27% | -0.02% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.03% | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | -0.02% | — | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.19% | +0.01% | +108.16% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | -0.02% | — | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | — | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.11% | -0.01% | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.10% | -0.01% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | -0.03% | — | |
| 30 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.07% | — | — | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.07% | — | — | |
| 32 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.06% | — | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | -0.01% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.02% | -65.27% | |
| 35 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.06% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | -0.03% | EXIT | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.05% | +0.43% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.04% | — | -0.16% | |
| 39 | ✓ | 374water Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, TFO Wealth Partners, LLC reported a total U.S. public equity portfolio value of $919.3M across 39 disclosed positions in Q1 2025.
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 VEA, DFAC, IWB) accounted for 46.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $222.7M
During Q1 2025, TFO Wealth Partners, LLC's top holdings by market value included VEA (44.2%)、DFAC (26.7%)、IWB (5.5%). The largest single position, VEA, represented 44.2% of total portfolio value.
In Q1 2025, TFO Wealth Partners, LLC made 39 total portfolio adjustments, initiating 39 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.