TFO Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    maumee, OH
  • Num holdings

    50

  • Value ($000)

    $613,472

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001698750
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$262.84M
43 %

4,386,591

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$158.31M
26 %

4,104,437

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$33.27M
5 %

91,027

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$24.79M
4 %

554,729

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$22.19M
4 %

381,268

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$13.05M
2 %

19,583

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$11.02M
2 %

92,703

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$8.52M
1 %

18,200

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$8.46M
1 %

123,628

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$6.26M
1 %

10,227

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