Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TFO Wealth Partners, LLC (CIK 1698750) reported $919.3M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($301.6M, 32.81%), DFAC ($253.4M, 27.56%), DFIC ($38.0M, 4.14%), IWB ($36.9M, 4.02%), DFUV ($30.4M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $301.6M | 32.81% | 4.2M | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $253.4M | 27.56% | 5.7M | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $38.0M | 4.14% | 1.0M | Added |
| 4 | IWB | ISHARES TR | $36.9M | 4.02% | 90,216 | Trimmed |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $30.4M | 3.31% | 553,055 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $29.1M | 3.17% | 376,924 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $26.7M | 2.90% | 381,720 | Trimmed |
| 8 | JMST | J P MORGAN EXCHANGE TRADED F | $25.1M | 2.73% | 492,234 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $15.2M | 1.65% | 20,362 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $14.3M | 1.56% | 148,271 | Added |
| 11 | IJR | ISHARES TR | $13.7M | 1.49% | 92,452 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $13.7M | 1.49% | 336,373 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $10.1M | 1.10% | 123,258 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $9.7M | 1.06% | 14,142 | Added |
| 15 | IWF | ISHARES TR | $9.1M | 0.99% | 73,568 | Added |
| 16 | VCRM | VANGUARD MUN BD FDS | $8.8M | 0.96% | 115,064 | Added |
| 17 | BND | VANGUARD BD INDEX FDS | $7.5M | 0.81% | 102,016 | Added |
| 18 | IWM | ISHARES TR | $6.1M | 0.66% | 20,211 | Added |
| 19 | VXUS | VANGUARD STAR FDS | $5.5M | 0.60% | 64,166 | Hold |
| 20 | IVV | ISHARES TR | $5.1M | 0.55% | 6,811 | Trimmed |
| 21 | ITOT | ISHARES TR | $5.0M | 0.54% | 30,389 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.46% | 70,551 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $3.6M | 0.39% | 9,709 | Added |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.39% | 70,052 | Added |
| 25 | VBIL | VANGUARD INSTL INDEX FD | $3.5M | 0.38% | 45,804 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30