Notify me when TFO Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 51 | $668,197,346 | +$38,066,310 | -$2,716,858 | +$35,349,452 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 04 Feb 2026, 18:37 |
| Q3 2025 | 50 | $613,472,246 | +$12,595,403 | -$3,253,571 | +$9,341,832 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 20 Oct 2025, 17:39 |
| Q2 2025 | 42 | $568,219,259 | +$17,866,019 | -$3,779,174 | +$14,086,845 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 07 Aug 2025, 16:15 |
| Q1 2025 | 39 | $504,245,227 | +$306,917,990 | -$4,177,751 | +$302,740,239 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 08 May 2025, 10:10 |
| Q4 2024 | 10 | $210,615,671 | +$11,444 | -$323,321,121 | -$323,309,677 | DFAC, DFUV, DFAT, SPY, DFAS | 13F-HR | 07 Feb 2025, 17:11 |
| Q3 2024 | 35 | $533,080,666 | +$1,216,405 | -$13,327,756 | -$12,111,351 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 12 Nov 2024, 09:58 |
| Q2 2024 | 49 | $511,379,422 | +$5,153,448 | -$6,465,201 | -$1,311,753 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 14 Aug 2024, 17:57 |
| Q1 2024 | 789 | $515,570,190 | +$224,910 | -$8,363,177 | -$8,138,267 | VEA, DFAC, IWB, DFUV, DFAT | 13F-HR | 13 May 2024, 19:09 |
| Q4 2023 | 932 | $491,241,462 | +$1,417,259 | -$16,102,227 | -$14,684,968 | VEA, DFAC, IWB, DFUV, DFAT | Restatement | 13 Feb 2024, 18:04 |
| Q3 2023 | 1,104 | $477,523,504 | +$4,315,217 | -$21,897 | +$4,293,320 | VEA, DFAC, DFUV, IWB, DFAT | 13F-HR | 02 Nov 2023, 17:20 |
| Q2 2023 | 832 | $474,138,856 | +$4,273,643 | -$4,969,203 | -$695,560 | VEA, DFAC, DFUV, IWB, DFAT | 13F-HR | 14 Aug 2023, 14:31 |
| Q1 2023 | 815 | $455,896,402 | +$35,098,970 | -$223,224,059 | -$188,125,089 | VEA, DFAC, DFUV, IWB, DFAT | 13F-HR | 03 May 2023, 15:44 |
| Q4 2022 | 926 | $243,574,323 | $0 | $0 | $0 | VNQI, DFIV, IJT, DFAT, IWB | 13F-HR | 03 Feb 2023, 13:57 |
| Q3 2022 | 134 | $400,271,000 | +$3,978,361 | -$14,463,332 | -$10,484,971 | VEA, DFAC, DFUV, IWB, DFAT | 13F-HR | 08 Nov 2022, 14:49 |
| Q2 2022 | 493 | $444,076,000 | +$29,498,438 | -$12,595,893 | +$16,902,545 | VEA, DFAC, DFUV, IWB, DFAT | 13F-HR | 18 Jul 2022, 17:27 |
| Q1 2022 | 114 | $504,698,000 | +$13,415,872 | -$10,230,603 | +$3,185,269 | VEA, DFAC, IWB, DFAT, IVV | 13F-HR | 22 Apr 2022, 17:54 |
| Q4 2021 | 132 | $521,469,000 | +$6,504,855 | -$7,539,754 | -$1,034,899 | VEA, DFAC, IWB, DFAT, IVV | 13F-HR | 20 Jan 2022, 19:03 |
| Q3 2021 | 141 | $505,998,000 | +$10,881,905 | -$2,273,058 | +$8,608,847 | VEA, DFAC, IWB, DFAT, IJR | 13F-HR | 09 Nov 2021, 18:44 |
| Q2 2021 | 110 | $505,633,000 | +$166,455,055 | -$13,540,277 | +$152,914,778 | VEA, DFAC, IWB, DFAT, IJR | 13F-HR | 14 Jul 2021, 15:36 |
| Q1 2021 | 163 | $333,169,000 | +$7,255,328 | -$3,531,864 | +$3,723,464 | VEA, IWB, IJR, SPY, IVV | 13F-HR | 22 Apr 2021, 15:24 |
| Q4 2020 | 80 | $314,415,000 | +$21,615,760 | -$5,538,273 | +$16,077,487 | VEA, IWB, SPY, IJR, IVV | 13F-HR | 29 Jan 2021, 15:34 |
| Q3 2020 | 150 | $259,491,000 | +$4,658,791 | -$12,498,098 | -$7,839,307 | VEA, IWB, IVV, IJR, IWF | 13F-HR | 14 Oct 2020, 16:16 |
| Q2 2020 | 131 | $253,795,000 | +$3,001,707 | -$20,855,406 | -$17,853,699 | VEA, IWB, VNQI, IVV, IJR | 13F-HR | 16 Jul 2020, 21:13 |
| Q1 2020 | 122 | $232,467,000 | +$151,190,661 | -$2,891,005 | +$148,299,656 | VEA, IWB, VNQI, IVV, IJR | 13F-HR | 17 Apr 2020, 18:18 |
| Q4 2019 | 139 | $108,690,000 | $0 | $0 | $0 | VEA, IWB, IJR, IVV, VNQ | 13F-HR | 24 Jan 2020, 17:42 |