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TFO Wealth Partners, LLC

Q1 2026 13F Holdings

  • Location
    maumee, OH
  • Num holdings

    72

  • Value ($000)

    $735,385

  • Date Filed
    05/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$275.18M
37 %

4,294,262

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$181.27M
25 %

4,664,603

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$32.33M
4 %

90,670

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$27.1M
4 %

559,190

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$24.79M
3 %

396,894

J
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$23.35M
3 %

457,941

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$16.92M
2 %

476,242

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$12.86M
2 %

19,770

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$11.48M
2 %

92,387

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$10.87M
2 %

140,480

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