TFO Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$533M
Signature - Title
Brady Fineske - Chief Compliance Officer
Location
Maumee, OH
Summary
This page shows a list of all the recent 13F filings made by TFO Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TFO Wealth Partners, LLC reported 35 stock holdings with total value $533M as of Q3 2024. Top holdings included VEA, DFAC, IWB, DFUV, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 35 $533M +$1.22M -$13.3M -$12.1M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 11/12/2024, 09:58 AM
Q2 2024 49 $511M +$5.15M -$6.47M -$1.31M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 8/14/2024, 05:57 PM
Q1 2024 789 $516M +$225K -$8.36M -$8.14M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 5/13/2024, 07:09 PM
Q4 2023 932 $491M +$1.42M -$16.1M -$14.7M VEA, DFAC, IWB, DFUV, DFAT Restatement 2/13/2024, 06:04 PM
Q3 2023 1,104 $478M +$4.32M -$21.9K +$4.29M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 11/2/2023, 05:20 PM
Q2 2023 832 $474M +$4.27M -$4.97M -$696K VEA, DFAC, DFUV, IWB, DFAT 13F-HR 8/14/2023, 02:31 PM
Q1 2023 815 $456M +$35.1M -$223M -$188M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 5/3/2023, 03:44 PM
Q4 2022 926 $244M $0 $0 VNQI, DFIV, IJT, DFAT, IWB 13F-HR 2/3/2023, 01:57 PM
Q3 2022 134 $400M +$3.98M -$14.5M -$10.5M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 11/8/2022, 02:49 PM
Q2 2022 493 $444M +$29.5M -$12.6M +$16.9M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 7/18/2022, 05:27 PM
Q1 2022 114 $505M +$13.4M -$10.2M +$3.19M VEA, DFAC, IWB, DFAT, IVV 13F-HR 4/22/2022, 05:54 PM
Q4 2021 132 $521M +$6.5M -$7.54M -$1.03M VEA, DFAC, IWB, DFAT, IVV 13F-HR 1/20/2022, 07:03 PM
Q3 2021 141 $506M +$10.9M -$2.27M +$8.61M VEA, DFAC, IWB, DFAT, IJR 13F-HR 11/9/2021, 06:44 PM
Q2 2021 110 $506M +$166M -$13.5M +$153M VEA, DFAC, IWB, DFAT, IJR 13F-HR 7/14/2021, 03:36 PM
Q1 2021 163 $333M +$7.26M -$3.53M +$3.72M VEA, IWB, IJR, SPY, IVV 13F-HR 4/22/2021, 03:24 PM
Q4 2020 80 $314M +$21.6M -$5.54M +$16.1M VEA, IWB, SPY, IJR, IVV 13F-HR 1/29/2021, 03:34 PM
Q3 2020 150 $259M +$4.66M -$12.5M -$7.84M VEA, IWB, IVV, IJR, IWF 13F-HR 10/14/2020, 04:16 PM
Q2 2020 131 $254M +$3M -$20.9M -$17.9M VEA, IWB, VNQI, IVV, IJR 13F-HR 7/16/2020, 09:13 PM
Q1 2020 122 $232M +$151M -$2.89M +$148M VEA, IWB, VNQI, IVV, IJR 13F-HR 4/17/2020, 06:18 PM
Q4 2019 139 $109M $0 $0 VEA, IWB, IJR, IVV, VNQ 13F-HR 1/24/2020, 05:42 PM