Tfo Wealth Partners, LLC Top Holdings and 13F Report (2025) About Tfo Wealth Partners, LLCInvestment ActivityTfo Wealth Partners, LLC has $613.47 million in total holdings as of September 30, 2025.Tfo Wealth Partners, LLC owns shares of 50 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.05% of the portfolio was purchased this quarter.About 0.53% of the portfolio was sold this quarter.This quarter, Tfo Wealth Partners, LLC has purchased 42 new stocks and bought additional shares in 20 stocks.Tfo Wealth Partners, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $262,844,509Dimensional U.S. Core Equity 2 ETF $158,308,117iShares Russell 1000 ETF $33,268,375Dimensional US Marketwide Value ETF $24,790,860Dimensional U.S. Targeted Value ETF $22,193,639 Largest New Holdings this Quarter 25434V799 - Dimensional International Core Equity 2 ETF $2,602,837 Holding922907712 - VANGUARD MUN BD FDS $1,003,810 Holding25434V732 - Dimensional Emerging Markets Core Equity 2 ETF $896,424 Holding00162Q395 - ALPS O'Shares U.S. Small-Cap Quality Dividend ETF $695,654 Holding922040852 - VANGUARD INSTL INDEX FD $657,402 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 79,379 shares (about $2.60M)Dimensional U.S. Core Equity 2 ETF 60,839 shares (about $2.35M)VANGUARD MUN BD FDS 13,340 shares (about $1.00M)Dimensional Emerging Markets Core Equity 2 ETF 27,952 shares (about $896.42K)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF 15,528 shares (about $695.65K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 37,683 shares (about $2.26M)Vanguard S&P 500 ETF 903 shares (about $552.98K)Dimensional U.S. Targeted Value ETF 1,706 shares (about $99.31K)Dimensional International Value ETF 2,019 shares (about $93.12K)Vanguard Small-Cap Value ETF 95 shares (about $19.83K) 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$262,844,509$2,257,965 ▼-0.9%4,386,59142.8%ETFDFACDimensional U.S. Core Equity 2 ETF$158,308,117$2,346,560 ▲1.5%4,104,43725.8%ETFIWBiShares Russell 1000 ETF$33,268,3750.0%91,0275.4%ETFDFUVDimensional US Marketwide Value ETF$24,790,860$254,376 ▲1.0%554,7294.0%ETFDFATDimensional U.S. Targeted Value ETF$22,193,639$99,306 ▼-0.4%381,2683.6%ETFSPYSPDR S&P 500 ETF Trust$13,045,803$81,274 ▲0.6%19,5832.1%FinanceIJRiShares Core S&P Small-Cap ETF$11,015,869$8,437 ▲0.1%92,7031.8%ETFIWFiShares Russell 1000 Growth ETF$8,524,926$202,818 ▲2.4%18,2001.4%ETFDFASDimensional U.S. Small Cap ETF$8,463,540$276,988 ▲3.4%123,6281.4%ETFVOOVanguard S&P 500 ETF$6,262,876$552,985 ▼-8.1%10,2271.0%ETFVXUSVanguard Total International Stock ETF$4,712,5320.0%64,1510.8%ETFIWMiShares Russell 2000 ETF$4,604,7180.0%19,0310.8%FinanceIVViShares Core S&P 500 ETF$4,575,312$9,370 ▲0.2%6,8360.7%ETFVNQVanguard Real Estate ETF$4,496,636$515,513 ▲12.9%49,1870.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,415,614$2,185 ▼0.0%30,3170.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,769,984$60,410 ▲1.6%69,5830.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,245,827$223,861 ▲7.4%63,5940.5%ETFVTIVanguard Total Stock Market ETF$2,752,691$67,603 ▲2.5%8,3880.4%ETFVANGUARD INSTL INDEX FD$2,707,636$355,544 ▲15.1%35,8080.4%0-3 MO TREAS BILDFICDimensional International Core Equity 2 ETF$2,602,837$2,602,837 ▲New Holding79,3790.4%ETFJPSTJPMorgan Ultra-Short Income ETF$2,420,278$64,275 ▲2.7%47,7090.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,383,886$24,956 ▲1.1%98,1020.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,872,489$1,253 ▼-0.1%28,4050.3%ETFDFIVDimensional International Value ETF$1,687,888$93,116 ▼-5.2%36,5980.3%ETFENFRAlerian Energy Infrastructure ETF$1,656,8320.0%51,1210.3%ETFACWIiShares MSCI ACWI ETF$1,605,8150.0%11,6160.3%ManufacturingEFAiShares MSCI EAFE ETF$1,510,8920.0%16,1820.2%FinanceSCHFSchwab International Equity ETF$1,458,034$17,670 ▼-1.2%62,6300.2%ETFIWDiShares Russell 1000 Value ETF$1,221,217$241,474 ▲24.6%5,9980.2%ETFVANGUARD MUN BD FDS$1,003,810$1,003,810 ▲New Holding13,3400.2%CORE TAX EXEMPTDFEMDimensional Emerging Markets Core Equity 2 ETF$896,424$896,424 ▲New Holding27,9520.1%ETFVSGXVanguard ESG International Stock ETF$810,073$5,133 ▲0.6%11,6780.1%ETFAVDEAvantis International Equity ETF$776,265$364,661 ▲88.6%9,8390.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$709,3280.0%10,5070.1%ManufacturingOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$695,654$695,654 ▲New Holding15,5280.1%ETFVANGUARD INSTL INDEX FD$657,402$657,402 ▲New Holding8,6890.1%ULTRA-SHORT TREAVUSBVanguard Ultra-Short Bond ETF$619,105$619,105 ▲New Holding12,3830.1%ETFVANGUARD MALVERN FDS$611,619$383,360 ▲167.9%7,8000.1%CORE BD ETFIYRiShares U.S. Real Estate ETF$573,937$97 ▲0.0%5,9120.1%ETFVBRVanguard Small-Cap Value ETF$539,396$19,831 ▼-3.5%2,5840.1%ETFIVWiShares S&P 500 Growth ETF$527,5710.0%4,3700.1%ETFFRDMFreedom 100 Emerging Markets ETF$443,1000.0%10,0000.1%ETFQQQInvesco QQQ$363,8240.0%6060.1%FinanceSCHBSchwab US Broad Market ETF$345,6970.0%13,4460.1%ETFRSPInvesco S&P 500 Equal Weight ETF$340,3220.0%1,7940.1%ETFIWYiShares Russell Top 200 Growth ETF$333,306$333,306 ▲New Holding1,2180.1%ETFVEUVanguard FTSE All-World ex-US ETF$280,484$5,924 ▲2.2%3,9300.0%ETFAVEMAvantis Emerging Markets Equity ETF$260,206$260,206 ▲New Holding3,4640.0%ETFQUALiShares MSCI USA Quality Factor ETF$231,0660.0%1,1880.0%ETFSCWO374Water$34,025$34,025 ▲New Holding118,5960.0%Business ServicesVTVVanguard Value ETF$0$209,260 ▼-100.0%00.0%ETFShowing 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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