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CIK: 0001698750
Total reported value
$919.3M
$919.3M
72 檔
58.8%
During the Q1 2026 filing period, TFO Wealth Partners, LLC (CIK: 0001698750) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $919.3M across 72 reported positions.
In Q1 2026, TFO Wealth Partners, LLC displayed an active expansion posture, initiating 22 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 37.42% | -4.61% | -1.65% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.65% | +2.91% | +9.58% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.40% | -0.38% | -0.29% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.68% | -0.37% | +0.50% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.37% | -0.47% | +0.12% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.17% | -0.44% | +33.62% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 2.30% | +1.84% | +103.38% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.10% | +0.71% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | -0.07% | -0.16% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.48% | +1.69% | +170.36% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.21% | -0.11% | +0.04% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | +0.40% | +51.90% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.09% | +37.94% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.05% | -0.06% | +0.02% | |
| 15 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.84% | +0.12% | +177.68% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.81% | +0.68% | +98.04% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.67% | -0.07% | +0.02% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.09% | +0.01% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.03% | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.59% | -0.05% | -0.07% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.06% | +0.30% | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.51% | -0.13% | +16.11% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.05% | +21.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.02% | +11.74% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | +0.43% | +164.71% | |
| 26 | VOYA | Voya Financial Inc | Stock-Financials | 0.36% | -0.36% | EXIT | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.33% | +0.05% | +193.89% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.33% | -0.06% | +0.68% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | -0.02% | +10.96% | |
| 30 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.27% | -0.06% | — | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.24% | -0.04% | +159.27% | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.24% | -0.04% | -5.66% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | -0.02% | — | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | -0.02% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.03% | +0.09% | |
| 36 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.18% | +0.06% | +99.58% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | -0.02% | +0.38% | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.17% | -0.02% | — | |
| 39 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.13% | -0.02% | — | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.12% | -0.01% | — | |
| 41 | CHE | Chemed CORP | Stock-Healthcare | 0.11% | -0.05% | — | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.11% | +0.01% | +0.84% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | -0.03% | +0.03% | |
| 44 | L | Loews CORP | Stock-Financials | 0.10% | -0.02% | — | |
| 45 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.09% | -0.09% | EXIT | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | -0.01% | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | -0.01% | +0.38% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.08% | -0.01% | +0.02% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.08% | +0.04% | +97.61% | |
| 50 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.07% | +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 72 disclosed positions in Q1 2026.
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 58.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOYA
市值: $2.7M
Top Position Liquidated / Trimmed
VGSH
前期市值: $528.3K
During Q1 2026, TFO Wealth Partners, LLC's top holdings by market value included VEA (37.4%)、DFAC (24.6%)、IWB (4.4%). The largest single position, VEA, represented 37.4% of total portfolio value.
In Q1 2026, TFO Wealth Partners, LLC made 62 total portfolio adjustments, initiating 22 new buys, adding to 34 positions, trimming 5 holdings, and fully liquidating 1 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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