TFO Wealth Partners, LLC — 13F holdings

TFO Wealth Partners, LLC reported 65 holdings worth $919M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $302M (32.8%)
  2. DIMENSIONAL ETF TRUST — $253M (27.6%)
  3. DFIC DIMENSIONAL ETF TRUST — $38.0M (4.1%)
  4. IWB ISHARES TR — $36.9M (4.0%)
  5. DFUV DIMENSIONAL ETF TRUST — $30.4M (3.3%)
  6. VCRB VANGUARD MALVERN FDS — $29.1M (3.2%)
  7. DIMENSIONAL ETF TRUST — $26.7M (2.9%)
  8. JMST J P MORGAN EXCHANGE TRADED F — $25.1M (2.7%)
  9. SPY SPDR S&P 500 ETF TR — $15.2M (1.7%)
  10. VNQ VANGUARD INDEX FDS — $14.3M (1.6%)