TFO Wealth Partners, LLC: 13F holdings
CIK 16987502026Q2
| Positions | 65 |
|---|---|
| Reported value | $919.3m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 4,233,276 | $301.6m | 32.8% |
| DIMENSIONAL ETF TRUST | 5,711,324 | $253.4m | 27.6% |
| DFIC DIMENSIONAL ETF TRUST | 1,020,265 | $38.0m | 4.1% |
| IWB ISHARES TR | 90,216 | $36.9m | 4.0% |
| YM=F DIMENSIONAL ETF TRUST | 553,055 | $30.4m | 3.3% |
| VANGUARD MALVERN FDS | 376,924 | $29.1m | 3.2% |
| DIMENSIONAL ETF TRUST | 381,720 | $26.7m | 2.9% |
| JMST J P MORGAN EXCHANGE TRADED F | 492,234 | $25.1m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 20,362 | $15.2m | 1.7% |
| VNQ VANGUARD INDEX FDS | 148,271 | $14.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698750")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.