TFO Wealth Partners, LLC
โขCIK: 1698750โขFiling: Q4 2025
**TFO Wealth Partners, LLC** manages $668M across a diversified portfolio of 51 holdings. The strategy exhibits significant overweighting in international and thematic equity exposure, notably evidenced by the $272.8M allocation to VEA. Further concentration is seen in DFAC ($168.5M) and IWB ($34.0M), suggesting a focus on developed international markets and specific sector themes. The top ten holdings alone represent substantial, targeted capital deployment within the fund's mandate.
Total AUM
$668.2M
QoQ Performance
+8.9%
Positions
22
Top 10 Concentration
87.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
DFAC
IWB
VEA40.8%
DFAC25.2%
IWB5.1%
DFUV3.9%
DFAT3.5%
JMST2.6%
SPY2.0%
IJR1.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.3%
ETF3.7%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ29 increased
โ7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022