TFO Wealth Partners, LLC
TFO Wealth Partners, LLC reported 65 positions worth $919.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VEA (32.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $301.6M | 32.81% | 4,233,276 | — | — | |
| ▸ 2 | DFAC | SH | $253.4M | 27.56% | 5,711,324 | — | — | |
| ▸ 3 | DFIC | SH | $38.0M | 4.14% | 1,020,265 | — | — | |
| ▸ 4 | IWB | SH | $36.9M | 4.02% | 90,216 | — | — | |
| ▸ 5 | DFUV | SH | $30.4M | 3.31% | 553,055 | — | — | |
| ▸ 6 | VCRB | SH | $29.1M | 3.17% | 376,924 | — | — | |
| ▸ 7 | DFAT | SH | $26.7M | 2.90% | 381,720 | — | — | |
| ▸ 8 | JMST | SH | $25.1M | 2.73% | 492,234 | — | — | |
| ▸ 9 | SPY | SH | $15.2M | 1.65% | 20,362 | — | — | |
| ▸ 10 | VNQ | SH | $14.3M | 1.56% | 148,271 | — | — |
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Frequently Asked Questions
What stocks does TFO Wealth Partners, LLC hold as of Q2 2026?
TFO Wealth Partners, LLC reported 65 positions worth $919.3M in its Q2 2026 13F filing. Largest positions: VEA (32.8%), DFAC (27.6%), DFIC (4.1%), IWB (4.0%) and DFUV (3.3%).
What did TFO Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TFO Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.