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Value $
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$211M
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Signature - Title
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Zowe Clark - Chief Compliance Officer
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Location
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Maumee, OH
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Summary
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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 10 stock holdings with total value $211M as of Q4 2024. Top holdings included DFAC, DFUV, DFAT, SPY, and DFAS.