TFO Wealth Partners, LLC
All 13F Filings
- Location
- Maumee, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 919,272
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 65 | 919,272 | 13F-HR | TFO Wealth Partners, LLC |
| Q1 2026 | 5/8/2026 | 72 | 735,385 | 13F-HR | TFO Wealth Partners, LLC |
| Q4 2025 | 2/5/2026 | 51 | 668,197 | 13F-HR | TFO Wealth Partners, LLC |
| Q3 2025 | 10/21/2025 | 50 | 613,472 | 13F-HR | TFO Wealth Partners, LLC |
| Q2 2025 | 8/7/2025 | 42 | 568,219 | 13F-HR | TFO Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.785 K | 0.3% | 0 | 5.045 K | -5.045 K |
| ETFs | 914.1 K | 99.4% | 188.9 K | 0 | 188.9 K |
| Debt | 2.438 K | 0.3% | 24 | 0 | 24 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
919,272
Holdings
65
QoQ value change ($000)
183,887
(25.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.