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 2023