13F Insight
DOSSIER · 13F-HR · Q2 2026

TFO Wealth Partners, LLC

$919M in tracked AUM across 65 positions as of Q2 2026.

TW
CIK 0001698750 · last filed Jun 30, 2026
Total AUM
$919M
as of Q2 2026
Holdings
65
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TFO Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$302M4.2M32.8%02
DFAC
DIMENSIONAL ETF TRUST
$253M5.7M27.6%03
DFIC
DIMENSIONAL ETF TRUST
$38M1.0M4.1%04
IWB
ISHARES TR
$37M90K4.0%05
DFUV
DIMENSIONAL ETF TRUST
$30M553K3.3%06
VCRB
VANGUARD MALVERN FDS
$29M377K3.2%07
DFAT
DIMENSIONAL ETF TRUST
$27M382K2.9%08
JMST
J P MORGAN EXCHANGE TRADED F
$25M492K2.7%09
SPY
STATE STR SPDR S&P 500 ETF T
$15M20K1.7%10
VNQ
VANGUARD INDEX FDS
$14M148K1.6%

Filing history

2026Q2Jun 30
$919M▲ 25.0%
65 positionsView →2026Q1Mar 31
$735M▲ 10.1%
72 positionsView →2025Q4Dec 31
$668M▲ 8.9%
51 positionsView →2025Q3Sep 30
$613M▲ 8.0%
50 positionsView →2025Q2Jun 30
$568M▲ 182.3%
42 positionsLocked2025Q1Mar 31
$201M▼ 4.4%
16 positionsLocked2024Q4Dec 31
$211M▼ 61.3%
10 positionsLocked2024Q3Sep 30
$545M▲ 6.5%
37 positionsLocked2024Q2Jun 30
$511M▼ 0.8%
49 positionsLocked2024Q1Mar 31
$516M▲ 5.0%
790 positionsLocked2023Q4Dec 31
$491M▲ 2.7%
953 positionsLocked2023Q3Sep 30
$478M▲ 0.9%
1,129 positionsLocked
Showing 12 of 27