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 $735.4M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($275.2M, 37.42%), DFAC ($181.3M, 24.65%), IWB ($32.3M, 4.40%), DFUV ($27.1M, 3.68%), DFAT ($24.8M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $275.2M | 37.42% | 4.3M | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $181.3M | 24.65% | 4.7M | Added |
| 3 | IWB | ISHARES TR | $32.3M | 4.40% | 90,670 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $27.1M | 3.68% | 559,190 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $24.8M | 3.37% | 396,894 | Added |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $23.3M | 3.17% | 457,941 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $16.9M | 2.30% | 476,242 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $12.9M | 1.75% | 19,770 | Added |
| 9 | IJR | ISHARES TR | $11.5M | 1.56% | 92,387 | Trimmed |
| 10 | VCRB | VANGUARD MALVERN FDS | $10.9M | 1.48% | 140,480 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $8.9M | 1.21% | 125,358 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $8.5M | 1.16% | 95,970 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $8.4M | 1.15% | 14,107 | Added |
| 14 | IWF | ISHARES TR | $7.7M | 1.05% | 18,098 | Added |
| 15 | VCRM | VANGUARD MUN BD FDS | $6.2M | 0.84% | 82,559 | Added |
| 16 | DFEM | DIMENSIONAL ETF TRUST | $6.0M | 0.81% | 172,560 | Added |
| 17 | VXUS | VANGUARD STAR FDS | $4.9M | 0.67% | 64,166 | Added |
| 18 | IVV | ISHARES TR | $4.7M | 0.63% | 7,148 | Added |
| 19 | IWM | ISHARES TR | $4.7M | 0.63% | 18,818 | Hold |
| 20 | ITOT | ISHARES TR | $4.3M | 0.59% | 30,351 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 0.52% | 71,097 | Added |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $3.8M | 0.51% | 49,895 | Added |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.44% | 63,544 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $3.0M | 0.41% | 9,384 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $2.8M | 0.38% | 38,349 | Added |
Source: SEC Form 13F filings · as of 2026-03-31