TFO Wealth Partners, LLC
All 13F Filings
- Location
- Maumee, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 668,197
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 561 K | 84.0% | 48.27 K | 0 | 48.27 K |
| ETFs | 104.8 K | 15.7% | 6.449 K | 0 | 6.449 K |
| Debt | 2.397 K | 0.4% | 13 | 0 | 13 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
668,197
Holdings
51
QoQ value change ($000)
54,725
(8.9%)
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.