account_balance
Investment manager · 13F filer · SEC CIK 1698750
TFO Wealth Partners, LLC
Reported value$778Mas of Sep 30, 2026
Positions106 47 new, 6 sold out
Top 10 weight77.9%VEA alone is 38%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
38.2%
DFICDimensional ETF Trust
8.5%Added +72%
VCRBVanguard Malvern FDS
7.7%Added +116%
IWBiShares Tr
4.8%
VCRMVanguard Mun Bd FDS
4.4%Added +319%
DFUVDimensional ETF Trust
3.9%
JMSTJ P Morgan Exchange Traded F
3.1%Trimmed −3%
DFEMDimensional ETF Trust
2.9%Added +69%
VNQVanguard Index FDS
2.3%+36%
SPYSPDR S&P 500 ETF Trust
2.0%
BNDVanguard Bd Index FDS
1.9%
IJR1.6%
VEAVanguard Tax-Managed FDS
38.2%
DFICDimensional ETF Trust
8.5%+72%
VCRBVanguard Malvern FDS
7.7%+116%
IWB4.8%
VCRM4.4%
DFUVDimensional ETF Trust
3.9%
JMST3.1%
DFEM2.9%
VNQ
SPYBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 38.2% Held
DFIC Dimensional ETF Trust 8.5% Added +72%
VCRB Vanguard Malvern FDS 7.7% Added +116%
IWB iShares Tr 4.8% Held
VCRM Vanguard Mun Bd FDS 4.4% Added +319%
DFUV Dimensional ETF Trust 3.9% Held
JMST J P Morgan Exchange Traded F 3.1% Trimmed −3%
DFEM Dimensional ETF Trust 2.9% Added +69%
VNQ Vanguard Index FDS 2.3% Added +36%
SPY SPDR S&P 500 ETF Trust 2.0% HeldBND Vanguard Bd Index FDS 1.9% Added +106%
IJR iShares Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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