What does TFO Wealth Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

TFO Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TAX-MANAGED FDS

$275M4.3M37.4%

DIMENSIONAL ETF TRUST

$181M4.7M24.6%

ISHARES TR

$32M91K4.4%

DIMENSIONAL ETF TRUST

$27M559K3.7%

DIMENSIONAL ETF TRUST

$25M397K3.4%

J P MORGAN EXCHANGE TRADED F

$23M458K3.2%

DIMENSIONAL ETF TRUST

$17M476K2.3%

STATE STR SPDR S&P 500 ETF T

$13M20K1.7%

ISHARES TR

$11M92K1.6%

VANGUARD MALVERN FDS

$11M140K1.5%

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