TFO Wealth Partners, LLC

Institutional manager (13F) · CIK 1698750

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $729M

#	Issuer	Value	Shares
1	VANGUARD TAX-MANAGED FDS	$275M	4,294,262
2	DIMENSIONAL ETF TRUST	$181M	4,664,603
3	ISHARES TR	$32M	90,670
4	DIMENSIONAL ETF TRUST	$27M	559,190
5	DIMENSIONAL ETF TRUST	$25M	396,894
6	J P MORGAN EXCHANGE TRADED F	$23M	457,941
7	DIMENSIONAL ETF TRUST	$17M	476,242
8	STATE STR SPDR S&P 500 ETF T	$13M	19,770
9	ISHARES TR	$11M	92,387
10	VANGUARD MALVERN FDS	$11M	140,480
11	DIMENSIONAL ETF TRUST	$9M	125,358
12	VANGUARD INDEX FDS	$9M	95,970
13	VANGUARD INDEX FDS	$8M	14,107
14	ISHARES TR	$8M	18,098
15	VANGUARD MUN BD FDS	$6M	82,559
16	DIMENSIONAL ETF TRUST	$6M	172,560
17	VANGUARD STAR FDS	$5M	64,166
18	ISHARES TR	$5M	7,148
19	ISHARES TR	$5M	18,818
20	ISHARES TR	$4M	30,351
21	VANGUARD INTL EQUITY INDEX F	$4M	71,097
22	VANGUARD INSTL INDEX FD	$4M	49,895
23	J P MORGAN EXCHANGE TRADED F	$3M	63,544
24	VANGUARD INDEX FDS	$3M	9,384
25	VANGUARD BD INDEX FDS	$3M	38,349
26	VOYA FINANCIAL INC	$3M	39,174
27	AMERICAN CENTY ETF TR	$2M	28,931
28	ISHARES TR	$2M	99,607
29	ISHARES INC	$2M	31,747
30	ALPS ETF TR	$2M	51,121
31	VANGUARD BD INDEX FDS	$2M	36,033
32	DIMENSIONAL ETF TRUST	$2M	33,050
33	ISHARES TR	$2M	11,718
34	SCHWAB STRATEGIC TR	$2M	63,817
35	ISHARES TR	$1M	15,139
36	VANGUARD INSTL INDEX FD	$1M	17,521
37	ISHARES TR	$1M	6,051
38	DIMENSIONAL ETF TRUST	$1M	51,819
39	AMERICAN CENTY ETF TR	$953k	8,571
40	DIMENSIONAL ETF TRUST	$902k	21,946
41	CHEMED CORP NEW	$834k	2,209
42	ISHARES INC	$833k	10,595
43	ISHARES TR	$797k	7,050
44	LOEWS CORP	$720k	6,750
45	ALPS ETF TR	$679k	15,528
46	ISHARES TR	$606k	6,698
47	VANGUARD INDEX FDS	$567k	2,610
48	ISHARES TR	$559k	5,914
49	AMERICAN CENTY ETF TR	$552k	6,855
50	EA SERIES TRUST	$547k	10,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.