TFO Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$211M
Signature - Title
Zowe Clark - 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 10 stock holdings with total value $211M as of Q4 2024. Top holdings included DFAC, DFUV, DFAT, SPY, and DFAS.
Holdings Value