TFO Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationmaumee, OH
- Num holdings
51
- Value ($000)
$668,197
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $272.78M | 41 % | 4,366,497 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $168.52M | 25 % | 4,256,625 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $33.96M | 5 % | 90,934 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $25.92M | 4 % | 556,420 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $23.6M | 4 % | 396,409 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $17.46M | 3 % | 342,711 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.39M | 2 % | 19,631 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.12M | 2 % | 92,536 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.73M | 1 % | 125,304 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.56M | 1 % | 18,094 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100