TFO Wealth Partners, LLC - Portfolio overview

TFO Wealth Partners, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 37.36%
2. DFAC - DIMENSIONAL ETF TRUST, 24.61%
3. IWB - ISHARES TR, 4.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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