TFO Wealth Partners, LLC
CIK 1698750
13F filing for Q2 2026・No. 2,714
- Holdings
- US$919.27M
- Quarter change
- +US$183.89M
- Entries
- 65
- Net bought (estimate)
- +US$98.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 12
- Cut 15
- Added 35
- Corporate actions 0
- Unchanged 10
Largest holdings
65 stocks worth US$919.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 4,233,276 | US$301.62M | 32.81% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 5,711,324 | US$253.35M | 27.56% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,020,265 | US$38.02M | 4.14% |
| IWBISHARES TRRUS 1000 ETF | Cut | 90,216 | US$36.94M | 4.02% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 553,055 | US$30.42M | 3.31% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 376,924 | US$29.11M | 3.17% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 381,720 | US$26.68M | 2.90% |
| J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | Added | 492,234 | US$25.1M | 2.73% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 20,362 | US$15.21M | 1.65% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Added | 148,271 | US$14.3M | 1.56% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.