• 13F History

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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 10 $211M +$11.4K -$323M -$323M DFAC, DFUV, DFAT, SPY, DFAS 13F-HR 2/7/2025, 05:11 PM
Q3 2024 35 $533M +$1.22M -$13.3M -$12.1M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 11/12/2024, 09:58 AM
Q2 2024 49 $511M +$5.15M -$6.47M -$1.31M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 8/14/2024, 05:57 PM
Q1 2024 789 $516M +$225K -$8.36M -$8.14M VEA, DFAC, IWB, DFUV, DFAT 13F-HR 5/13/2024, 07:09 PM
Q4 2023 930 $491M +$1.69M -$16.1M -$14.4M VEA, DFAC, IWB, DFUV, DFAT Restatement 2/13/2024, 06:04 PM
Q3 2023 904 $478M +$4.32M -$21.9K +$4.29M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 11/2/2023, 05:20 PM
Q2 2023 841 $474M +$4.27M -$4.97M -$696K VEA, DFAC, DFUV, IWB, DFAT 13F-HR 8/14/2023, 03:31 PM
Q1 2023 815 $456M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 5/3/2023, 03:44 PM
Q4 2022 127 $244M VNQI, DFIV, IJT, DFAT, IWB 13F-HR 2/3/2023, 12:57 PM
Q3 2022 131 $400M +$4.01M -$6.88M -$2.87M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 11/8/2022, 01:49 PM
Q2 2022 398 $444M +$29.5M -$11.2M +$18.3M VEA, DFAC, DFUV, IWB, DFAT 13F-HR 7/18/2022, 05:27 PM
Q1 2022 109 $505M +$13.7M -$7.11M +$6.55M VEA, DFAC, IWB, DFAT, IVV 13F-HR 4/22/2022, 05:54 PM
Q4 2021 128 $521M +$6.51M -$4.84M +$1.67M VEA, DFAC, IWB, DFAT, IVV 13F-HR 1/20/2022, 06:03 PM
Q3 2021 135 $506M +$10.9M -$2.27M +$8.6M VEA, DFAC, IWB, DFAT, IJR 13F-HR 11/9/2021, 06:44 PM
Q2 2021 108 $506M +$166M -$13.6M +$153M VEA, DFAC, IWB, DFAT, IJR 13F-HR 7/14/2021, 03:36 PM
Q1 2021 161 $333M +$7.26M -$3.53M +$3.73M VEA, IWB, IJR, SPY, IVV 13F-HR 4/22/2021, 03:24 PM
Q4 2020 78 $314M +$21.6M -$1.2M +$20.4M VEA, IWB, SPY, IJR, IVV 13F-HR 1/29/2021, 02:34 PM
Q3 2020 143 $259M +$4.64M -$11.8M -$7.15M VEA, IWB, IVV, IJR, IWF 13F-HR 10/14/2020, 04:16 PM
Q2 2020 130 $254M +$3M -$17.4M -$14.4M VEA, IWB, VNQI, IVV, IJR 13F-HR 7/16/2020, 09:13 PM
Q1 2020 118 $232M +$151M -$1.21M +$150M VEA, IWB, VNQI, IVV, IJR 13F-HR 4/17/2020, 06:18 PM
Q4 2019 135 $109M VEA, IWB, IJR, IVV, VNQ 13F-HR 1/24/2020, 04:42 PM