Tfo Wealth Partners, LLC Top Holdings and 13F Report (2026) About Tfo Wealth Partners, LLCInvestment ActivityTfo Wealth Partners, LLC has $735.39 million in total holdings as of March 31, 2026.Tfo Wealth Partners, LLC owns shares of 72 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 9.33% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Tfo Wealth Partners, LLC has purchased 51 new stocks and bought additional shares in 34 stocks.Tfo Wealth Partners, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $275,176,305Dimensional U.S. Core Equity 2 ETF $181,266,457iShares Russell 1000 ETF $32,329,127Dimensional US Marketwide Value ETF $27,098,335Dimensional U.S. Targeted Value ETF $24,786,034 Largest New Holdings this Quarter 929089100 - Voya Financial $2,676,368 Holding25434V823 - Dimensional US Real Estate ETF $1,225,519 Holding025072885 - Avantis U.S. Equity ETF $952,924 Holding25434V716 - Dimensional US Sustainability Core 1 ETF $901,745 Holding16359R103 - Chemed $834,428 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 407,978 shares (about $15.85M)Dimensional International Core Equity 2 ETF 242,083 shares (about $8.60M)VANGUARD MALVERN FDS 88,519 shares (about $6.85M)JPMorgan Ultra-Short Municipal ETF 115,230 shares (about $5.87M)VANGUARD MUN BD FDS 52,827 shares (about $3.97M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 72,235 shares (about $4.63M)Dimensional International Value ETF 1,981 shares (about $104.56K)iShares Russell 1000 ETF 264 shares (about $94.13K)iShares Core S&P Small-Cap ETF 149 shares (about $18.52K)iShares Core S&P Total U.S. Stock Market ETF 20 shares (about $2.85K) 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$275,176,305$4,628,819 â–¼-1.7%4,294,26237.4%ETFDFACDimensional U.S. Core Equity 2 ETF$181,266,457$15,854,024 â–²9.6%4,664,60324.6%ETFIWBiShares Russell 1000 ETF$32,329,127$94,131 â–¼-0.3%90,6704.4%ETFDFUVDimensional US Marketwide Value ETF$27,098,335$134,234 â–²0.5%559,1903.7%ETFDFATDimensional U.S. Targeted Value ETF$24,786,034$30,288 â–²0.1%396,8943.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$23,345,842$5,874,428 â–²33.6%457,9413.2%ETFDFICDimensional International Core Equity 2 ETF$16,920,878$8,601,209 â–²103.4%476,2422.3%ETFSPYSPDR S&P 500 ETF Trust$12,857,330$90,398 â–²0.7%19,7701.7%FinanceIJRiShares Core S&P Small-Cap ETF$11,484,654$18,522 â–¼-0.2%92,3871.6%ETFVANGUARD MALVERN FDS$10,870,328$6,849,591 â–²170.4%140,4801.5%CORE BD ETFDFASDimensional U.S. Small Cap ETF$8,916,724$3,841 â–²0.0%125,3581.2%ETFVNQVanguard Real Estate ETF$8,512,524$2,908,379 â–²51.9%95,9701.2%ETFVOOVanguard S&P 500 ETF$8,429,488$2,318,453 â–²37.9%14,1071.1%ETFIWFiShares Russell 1000 Growth ETF$7,717,100$1,706 â–²0.0%18,0981.0%ETFVANGUARD MUN BD FDS$6,204,317$3,969,954 â–²177.7%82,5590.8%CORE TAX EXEMPTDFEMDimensional Emerging Markets Core Equity 2 ETF$5,961,953$2,951,402 â–²98.0%172,5600.8%ETFVXUSVanguard Total International Stock ETF$4,947,841$1,157 â–²0.0%64,1660.7%ETFIVViShares Core S&P 500 ETF$4,669,445$653 â–²0.0%7,1480.6%ETFIWMiShares Russell 2000 ETF$4,666,9590.0%18,8180.6%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$4,322,950$2,849 â–¼-0.1%30,3510.6%ETFVWOVanguard FTSE Emerging Markets ETF$3,842,768$11,675 â–²0.3%71,0970.5%ETFVANGUARD INSTL INDEX FD$3,774,563$523,801 â–²16.1%49,8950.5%0-3 MO TREAS BILJPSTJPMorgan Ultra-Short Income ETF$3,215,987$558,334 â–²21.0%63,5440.4%ETFVTIVanguard Total Stock Market ETF$3,010,421$316,312 â–²11.7%9,3840.4%ETFBNDVanguard Total Bond Market ETF$2,824,020$1,757,197 â–²164.7%38,3490.4%ETFVOYAVoya Financial$2,676,368$2,676,368 â–²New Holding39,1740.4%FinanceAVDEAvantis International Equity ETF$2,454,509$1,619,343 â–²193.9%28,9310.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,414,467$16,289 â–²0.7%99,6070.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,214,386$218,809 â–²11.0%31,7470.3%ETFENFRAlerian Energy Infrastructure ETF$1,953,3330.0%51,1210.3%ETFVUSBVanguard Ultra-Short Bond ETF$1,793,890$1,101,983 â–²159.3%36,0330.2%ETFDFIVDimensional International Value ETF$1,744,370$104,557 â–¼-5.7%33,0500.2%ETFACWIiShares MSCI ACWI ETF$1,621,4180.0%11,7180.2%ManufacturingSCHFSchwab International Equity ETF$1,579,4610.0%63,8170.2%ETFEFAiShares MSCI EAFE ETF$1,470,454$1,263 â–²0.1%15,1390.2%FinanceVANGUARD INSTL INDEX FD$1,325,602$661,401 â–²99.6%17,5210.2%ULTRA-SHORT TREAIWDiShares Russell 1000 Value ETF$1,292,858$4,914 â–²0.4%6,0510.2%ETFDFARDimensional US Real Estate ETF$1,225,519$1,225,519 â–²New Holding51,8190.2%ETFAVUSAvantis U.S. Equity ETF$952,924$952,924 â–²New Holding8,5710.1%ETFDFSUDimensional US Sustainability Core 1 ETF$901,745$901,745 â–²New Holding21,9460.1%ETFCHEChemed$834,428$834,428 â–²New Holding2,2090.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$833,403$6,922 â–²0.8%10,5950.1%ManufacturingIVWiShares S&P 500 Growth ETF$797,388$226 â–²0.0%7,0500.1%ETFLLoews$720,495$720,495 â–²New Holding6,7500.1%FinanceOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$679,1950.0%15,5280.1%ETFIEFAiShares Core MSCI EAFE ETF$606,370$606,370 â–²New Holding6,6980.1%ETFVBRVanguard Small-Cap Value ETF$567,073$2,173 â–²0.4%2,6100.1%ETFIYRiShares U.S. Real Estate ETF$559,186$95 â–²0.0%5,9140.1%ETFAVEMAvantis Emerging Markets Equity ETF$552,376$272,844 â–²97.6%6,8550.1%ETFFRDMFreedom 100 Emerging Markets ETF$546,5000.0%10,0000.1%ETFQQQInvesco QQQ$388,442$38,671 â–²11.1%6730.1%FinanceMSFTMicrosoft$363,877$363,877 â–²New Holding9830.0%Computer and TechnologyVUGVanguard Growth ETF$355,547$355,547 â–²New Holding8140.0%ETFRSPInvesco S&P 500 Equal Weight ETF$344,3040.0%1,7940.0%ETFGLDMSPDR Gold MiniShares Trust$339,060$33,183 â–²10.8%3,6580.0%FinanceSCHBSchwab US Broad Market ETF$337,4950.0%13,4460.0%ETFXOMExxonMobil$333,891$333,891 â–²New Holding1,9680.0%EnergyIWYiShares Russell Top 200 Growth ETF$303,0870.0%1,2180.0%ETFDFSIDimensional International Sustainability Core 1 ETF$287,950$287,950 â–²New Holding6,7910.0%ETFGE VERNOVA INC$283,711$283,711 â–²New Holding3250.0%COMVXFVanguard Extended Market ETF$279,746$279,746 â–²New Holding1,3590.0%ETFGOOGAlphabet$256,166$256,166 â–²New Holding8930.0%Computer and TechnologyAMDAdvanced Micro Devices$255,508$255,508 â–²New Holding1,2560.0%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$242,620$242,620 â–²New Holding2,7160.0%FinanceJPMJPMorgan Chase & Co.$228,856$228,856 â–²New Holding7780.0%FinanceQUALiShares MSCI USA Quality Factor ETF$227,8700.0%1,1880.0%ETFNVDANVIDIA$224,627$224,627 â–²New Holding1,2880.0%Computer and TechnologyHONHoneywell International$212,169$212,169 â–²New Holding9390.0%Multi-Sector ConglomeratesCSW INDUSTRIALS INC$208,464$208,464 â–²New Holding8000.0%COMWALMART INC$206,305$206,305 â–²New Holding1,6600.0%COMGEGE Aerospace$202,044$202,044 â–²New Holding7120.0%Aerospace374WATER INC$33,6800.0%11,8590.0%COMVGSHVanguard Short-Term Treasury ETF$0$528,335 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
