TFO Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationmaumee, OH
- Num holdings
50
- Value ($000)
$613,472
- Date Filed10/21/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $262.84M | 43 % | 4,386,591 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $158.31M | 26 % | 4,104,437 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $33.27M | 5 % | 91,027 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $24.79M | 4 % | 554,729 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $22.19M | 4 % | 381,268 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.05M | 2 % | 19,583 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.02M | 2 % | 92,703 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.52M | 1 % | 18,200 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.46M | 1 % | 123,628 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.26M | 1 % | 10,227 |
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