TFO Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationmaumee, OH
- Num holdings
42
- Value ($000)
$568,219
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001698750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $252.23M | 44 % | 4,424,274 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $144.92M | 26 % | 4,043,598 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $30.91M | 5 % | 91,027 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $23.21M | 4 % | 549,037 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $20.67M | 4 % | 382,974 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.02M | 2 % | 19,461 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.12M | 2 % | 92,632 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $7.62M | 1 % | 119,582 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.54M | 1 % | 17,767 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.32M | 1 % | 11,130 |
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