Tfo Wealth Partners, LLC Top Holdings and 13F Report (2024) About Tfo Wealth Partners, LLCInvestment ActivityTfo Wealth Partners, LLC has $504.25 million in total holdings as of March 31, 2024.Tfo Wealth Partners, LLC owns shares of 39 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 60.87% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Tfo Wealth Partners, LLC has purchased 10 new stocks and bought additional shares in 3 stocks.Tfo Wealth Partners, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $222,710,428Dimensional U.S. Core Equity 2 ETF $134,499,486iShares Russell 1000 ETF $27,789,272Dimensional US Marketwide Value ETF $22,590,289Dimensional U.S. Targeted Value ETF $18,501,694 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $222,710,428 Holding464287622 - iShares Russell 1000 ETF $27,789,272 Holding464287804 - iShares Core S&P Small-Cap ETF $9,688,982 Holding464287614 - iShares Russell 1000 Growth ETF $6,414,121 Holding922908363 - Vanguard S&P 500 ETF $4,331,289 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 4,381,476 shares (about $222.71M)iShares Russell 1000 ETF 90,596 shares (about $27.79M)iShares Core S&P Small-Cap ETF 92,655 shares (about $9.69M)iShares Russell 1000 Growth ETF 17,763 shares (about $6.41M)Vanguard S&P 500 ETF 8,428 shares (about $4.33M) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 32,871 shares (about $1.69M)Dimensional U.S. Core Equity 2 ETF 48,838 shares (about $1.61M)Invesco QQQ 1,139 shares (about $534.10K)Dimensional US Marketwide Value ETF 5,312 shares (about $218.91K)Dimensional International Value ETF 2,702 shares (about $106.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTfo Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$222,710,428$222,710,428 ▲New Holding4,381,47644.2%ETFDFACDimensional U.S. Core Equity 2 ETF$134,499,486$1,611,166 ▼-1.2%4,076,97726.7%ETFIWBiShares Russell 1000 ETF$27,789,272$27,789,272 ▲New Holding90,5965.5%ETFDFUVDimensional US Marketwide Value ETF$22,590,289$218,907 ▼-1.0%548,1754.5%ETFDFATDimensional U.S. Targeted Value ETF$18,501,694$1,692,528 ▼-8.4%359,3263.7%ETFSPYSPDR S&P 500 ETF Trust$10,847,131$368,638 ▲3.5%19,3912.2%FinanceIJRiShares Core S&P Small-Cap ETF$9,688,982$9,688,982 ▲New Holding92,6551.9%ETFDFASDimensional U.S. Small Cap ETF$7,390,634$66,681 ▲0.9%123,6931.5%ETFIWFiShares Russell 1000 Growth ETF$6,414,121$6,414,121 ▲New Holding17,7631.3%ETFVOOVanguard S&P 500 ETF$4,331,289$4,331,289 ▲New Holding8,4280.9%ETFVXUSVanguard Total International Stock ETF$3,983,777$3,983,777 ▲New Holding64,1510.8%ETFVNQVanguard Real Estate ETF$3,937,243$3,937,243 ▲New Holding43,4860.8%ETFIVViShares Core S&P 500 ETF$3,848,959$3,848,959 ▲New Holding6,8500.8%ETFIWMiShares Russell 2000 ETF$3,777,324$3,777,324 ▲New Holding18,9350.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$3,711,087$3,711,087 ▲New Holding30,4160.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,098,028$3,098,028 ▲New Holding68,4500.6%ETFVTIVanguard Total Stock Market ETF$1,932,755$1,932,755 ▲New Holding7,0320.4%ETFENFRAlerian Energy Infrastructure ETF$1,675,235$1,675,235 ▲New Holding51,1210.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,519,379$14,356 ▼-0.9%28,1520.3%ETFDFIVDimensional International Value ETF$1,463,488$106,351 ▼-6.8%37,1820.3%ETFACWIiShares MSCI ACWI ETF$1,341,619$1,341,619 ▲New Holding11,5270.3%ManufacturingEFAiShares MSCI EAFE ETF$1,322,536$1,322,536 ▲New Holding16,1820.3%FinanceSCHFSchwab International Equity ETF$1,249,014$1,249,014 ▲New Holding63,1450.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$952,616$494,984 ▲108.2%17,2920.2%ManufacturingIWDiShares Russell 1000 Value ETF$905,426$905,426 ▲New Holding4,8120.2%ETFVSGXVanguard ESG International Stock ETF$677,757$677,757 ▲New Holding11,4910.1%ETFIYRiShares U.S. Real Estate ETF$565,933$565,933 ▲New Holding5,9110.1%ETFVBRVanguard Small-Cap Value ETF$509,966$509,966 ▲New Holding2,7370.1%ETFIVWiShares S&P 500 Growth ETF$383,479$383,479 ▲New Holding4,1310.1%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$353,453$353,453 ▲New Holding9,8730.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$332,239$332,239 ▲New Holding8,9770.1%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$327,496$327,496 ▲New Holding8,7100.1%ETFSCHBSchwab US Broad Market ETF$289,492$289,492 ▲New Holding13,4460.1%ETFQQQInvesco QQQ$284,166$534,101 ▼-65.3%6060.1%FinancePAPRInnovator U.S. Equity Power Buffer ETF - April$280,181$280,181 ▲New Holding7,8570.1%ETFJPMJPMorgan Chase & Co.$264,924$264,924 ▲New Holding1,0800.1%FinanceBNDVanguard Total Bond Market ETF$245,349$245,349 ▲New Holding3,3400.0%ETFQUALiShares MSCI USA Quality Factor ETF$208,657$342 ▼-0.2%1,2210.0%ETFSCWO374Water$40,323$40,323 ▲New Holding118,5960.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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