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CIK: 0001698750
Total reported value
$919.3M
$919.3M
51 檔
57.1%
At the close of Q4 2025, TFO Wealth Partners, LLC disclosed equity holdings valued at approximately $919.3M, spread across 51 reported holdings.
In Q4 2025, TFO Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 40.82% | -4.61% | -0.46% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.22% | +2.91% | +3.71% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.08% | -0.38% | -0.10% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.88% | -0.37% | +0.30% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.53% | -0.47% | +3.97% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.61% | -0.44% | +438.90% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.10% | +0.25% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | -0.07% | -0.18% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.31% | -0.11% | +1.36% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.28% | -0.06% | -0.58% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.21% | +1.84% | +194.99% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.09% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | +0.40% | +28.45% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.09% | +4.55% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | -0.07% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.03% | -1.12% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | -0.05% | +0.18% | |
| 18 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.61% | +1.69% | +566.17% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.06% | +1.87% | |
| 20 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.49% | -0.13% | +20.00% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.43% | +0.68% | +211.73% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.02% | +0.12% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | -0.05% | +10.07% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.36% | -0.06% | +0.85% | |
| 25 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.34% | +0.12% | +122.88% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | -0.02% | +0.72% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.26% | -0.04% | -4.28% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.25% | -0.02% | +0.88% | |
| 29 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.24% | -0.06% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | -0.02% | +1.90% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | -0.03% | -6.53% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.19% | -0.02% | +0.50% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | +0.43% | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | -0.03% | +61.28% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.12% | +0.05% | +0.05% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.11% | +0.01% | — | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.10% | -0.04% | +12.23% | |
| 38 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.10% | -0.09% | EXIT | |
| 39 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.10% | +0.06% | +1.04% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.08% | -0.01% | +0.02% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | -0.01% | +0.62% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.08% | — | — | |
| 43 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.08% | +0.01% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.02% | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.05% | -0.01% | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.05% | -0.01% | — | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.05% | — | — | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.04% | -0.01% | — | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.04% | +0.04% | +0.14% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.04% | — | — |
According to official SEC Form 13F filings, TFO Wealth Partners, LLC reported a total U.S. public equity portfolio value of $919.3M across 51 disclosed positions in Q4 2025.
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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 57.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BND
市值: $1.1M
Top Position Liquidated / Trimmed
VSGX
前期市值: $810.1K
During Q4 2025, TFO Wealth Partners, LLC's top holdings by market value included VEA (40.8%)、DFAC (25.2%)、IWB (5.1%). The largest single position, VEA, represented 40.8% of total portfolio value.
In Q4 2025, TFO Wealth Partners, LLC made 42 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 7 holdings, and fully liquidating 3 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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