§ 13F · FUND PROFILE
TFO Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $568.2T (13F)Positions · 42Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 4.37M | $272.8T | 40.8% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 4.26M | $168.5T | 25.2% | +4% |
| 3 | IWB | ISHARES TR | 91K | $34.0T | 5.1% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 556K | $25.9T | 3.9% | ±0% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 396K | $23.6T | 3.5% | +4% |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | 343K | $17.5T | 2.6% | +439% |
| 7 | SPY | SPDR S&P 500 ETF TR | 20K | $13.4T | 2.0% | ±0% |
| 8 | IJR | ISHARES TR | 93K | $11.1T | 1.7% | ±0% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 125K | $8.7T | 1.3% | +1% |
| 10 | IWF | ISHARES TR | 18K | $8.6T | 1.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TFO SIGNAL
AC read
TFO Wealth Partners, LLC is a Other fund managing $568219.3 trillion in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed