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CIK: 0001698750
Total reported value
$919.3M
$919.3M
50 檔
54.5%
As reported in its official Q3 2025 Form 13F filing, TFO Wealth Partners, LLC's tracked investment portfolio stood at $919.3M with 50 total positions.
In Q3 2025, TFO Wealth Partners, LLC displayed an active expansion posture, initiating 17 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 42.85% | -4.61% | -0.85% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.81% | +2.91% | +1.50% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.42% | -0.38% | — | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.04% | -0.37% | +1.04% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.62% | -0.47% | -0.45% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.10% | +0.63% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.80% | -0.07% | +0.08% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.39% | -0.06% | +2.44% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.38% | -0.11% | +3.38% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.09% | -8.11% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | -0.07% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.03% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.09% | +0.21% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | +0.40% | +12.95% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | -0.05% | -0.05% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.06% | +1.63% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.53% | -0.44% | +7.41% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.02% | +2.52% | |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.44% | -0.13% | +15.12% | |
| 20 | DFIC | Dimensional International Co | ETF-Other | 0.42% | +1.84% | — | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | -0.05% | +2.73% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.39% | -0.06% | +1.06% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | -0.02% | -0.07% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.28% | -0.04% | -5.23% | |
| 25 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.27% | -0.06% | — | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.26% | -0.02% | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.24% | -0.02% | -1.20% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | -0.02% | +24.65% | |
| 30 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.16% | +0.12% | — | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.15% | +0.68% | — | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | +0.64% | |
| 33 | AVDE | Avantis International Equity | ETF-Other | 0.13% | +0.05% | +88.59% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | +0.01% | — | |
| 35 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.11% | -0.09% | EXIT | |
| 36 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.11% | +0.06% | — | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.10% | -0.04% | — | |
| 38 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.10% | +1.69% | +167.95% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.09% | -0.01% | +0.02% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.09% | -0.01% | -3.55% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | -0.03% | — | |
| 42 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.07% | +0.01% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.02% | — | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | -0.01% | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | -0.01% | — | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.05% | — | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | +0.02% | NEW | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.04% | +0.04% | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.04% | — | — | |
| 50 | ✓ | 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 50 disclosed positions in Q3 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 54.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMST
市值: $3.2M
Top Position Liquidated / Trimmed
PMAY
前期市值: $353.5K
During Q3 2025, TFO Wealth Partners, LLC's top holdings by market value included VEA (42.9%)、DFAC (25.8%)、IWB (5.4%). The largest single position, VEA, represented 42.9% of total portfolio value.
In Q3 2025, TFO Wealth Partners, LLC made 47 total portfolio adjustments, initiating 17 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 6 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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