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TFO Wealth Partners, LLC

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13F filer, CIK 1698750, MAUMEE, OH

TFO Wealth Partners, LLC reported $613,472,246 across 50 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 89.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001698750-25-000005

Period
2025-09-30
Reported value
$613M
Holdings
50
Top 10 weight
89.44%
New
9
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFICnew+79,379$2.6M
DFACadded+60,839$2.35M
VCRMnew+13,340$1M
DFEMnew+27,952$896K
OUSMnew+15,528$696K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-37,683-$2.26M
VOOreduced-903-$553K
VTVexited-1,184-$209K
DFATreduced-1,706-$99.3K
DFIVreduced-2,019-$93.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001698750-25-000005, largest first. % of portfolio is the value over $613,472,246, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487,744 shares; 2024Q4: not reported; 2025Q1: 4,381,476 shares; 2025Q2: 4,424,274 shares; 2025Q3: 4,386,591 shares 4,386,591$263M42.85%-37,683Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219,798 shares; 2024Q4: 4,125,815 shares; 2025Q1: 4,076,977 shares; 2025Q2: 4,043,598 shares; 2025Q3: 4,104,437 shares 4,104,437$158M25.81%+60,839Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,883 shares; 2024Q4: not reported; 2025Q1: 90,596 shares; 2025Q2: 91,027 shares; 2025Q3: 91,027 shares 91,027$33.3M5.42%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,026 shares; 2024Q4: 553,487 shares; 2025Q1: 548,175 shares; 2025Q2: 549,037 shares; 2025Q3: 554,729 shares 554,729$24.8M4.04%+5,692Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,746 shares; 2024Q4: 392,197 shares; 2025Q1: 359,326 shares; 2025Q2: 382,974 shares; 2025Q3: 381,268 shares 381,268$22.2M3.62%-1,706Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 18,732 shares; 2025Q1: 19,391 shares; 2025Q2: 19,461 shares; 2025Q3: 19,583 shares 19,583$13M2.13%+122Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,984 shares; 2024Q4: not reported; 2025Q1: 92,655 shares; 2025Q2: 92,632 shares; 2025Q3: 92,703 shares 92,703$11M1.8%+71Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,940 shares; 2024Q4: not reported; 2025Q1: 17,763 shares; 2025Q2: 17,767 shares; 2025Q3: 18,200 shares 18,200$8.52M1.39%+433Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,820 shares; 2024Q4: 122,577 shares; 2025Q1: 123,693 shares; 2025Q2: 119,582 shares; 2025Q3: 123,628 shares 123,628$8.46M1.38%+4,046Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: not reported; 2025Q1: 8,428 shares; 2025Q2: 11,130 shares; 2025Q3: 10,227 shares 10,227$6.26M1.02%-903Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,151 shares; 2024Q4: not reported; 2025Q1: 64,151 shares; 2025Q2: 64,151 shares; 2025Q3: 64,151 shares 64,151$4.71M0.77%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: not reported; 2025Q1: 18,935 shares; 2025Q2: 19,031 shares; 2025Q3: 19,031 shares 19,031$4.6M0.75%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: not reported; 2025Q1: 6,850 shares; 2025Q2: 6,822 shares; 2025Q3: 6,836 shares 6,836$4.58M0.75%+14Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,115 shares; 2024Q4: not reported; 2025Q1: 43,486 shares; 2025Q2: 43,548 shares; 2025Q3: 49,187 shares 49,187$4.5M0.73%+5,639Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,219 shares; 2024Q4: not reported; 2025Q1: 30,416 shares; 2025Q2: 30,332 shares; 2025Q3: 30,317 shares 30,317$4.42M0.72%-15Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,901 shares; 2024Q4: not reported; 2025Q1: 68,450 shares; 2025Q2: 68,468 shares; 2025Q3: 69,583 shares 69,583$3.77M0.61%+1,115Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,208 shares; 2025Q3: 63,594 shares 63,594$3.25M0.53%+4,386Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: not reported; 2025Q1: 7,032 shares; 2025Q2: 8,182 shares; 2025Q3: 8,388 shares 8,388$2.75M0.45%+206Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,106 shares; 2025Q3: 35,808 shares 35,808$2.71M0.44%+4,702Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,379 shares 79,379$2.6M0.42%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,442 shares; 2025Q3: 47,709 shares 47,709$2.42M0.39%+1,267Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,075 shares; 2025Q3: 98,102 shares 98,102$2.38M0.39%+1,027Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 28,418 shares; 2025Q1: 28,152 shares; 2025Q2: 28,424 shares; 2025Q3: 28,405 shares 28,405$1.87M0.31%-19Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 39,884 shares; 2025Q1: 37,182 shares; 2025Q2: 38,617 shares; 2025Q3: 36,598 shares 36,598$1.69M0.28%-2,019Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,121 shares; 2025Q2: 51,121 shares; 2025Q3: 51,121 shares 51,121$1.66M0.27%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,424 shares; 2024Q4: not reported; 2025Q1: 11,527 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares 11,616$1.61M0.26%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: 16,182 shares; 2025Q2: 16,182 shares; 2025Q3: 16,182 shares 16,182$1.51M0.25%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,105 shares; 2024Q4: not reported; 2025Q1: 63,145 shares; 2025Q2: 63,389 shares; 2025Q3: 62,630 shares 62,630$1.46M0.24%-759Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: not reported; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 5,998 shares 5,998$1.22M0.2%+1,186Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,340 shares 13,340$1M0.16%newTimeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,952 shares 27,952$896K0.15%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: not reported; 2025Q1: 11,491 shares; 2025Q2: 11,604 shares; 2025Q3: 11,678 shares 11,678$810K0.13%+74Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,217 shares; 2025Q3: 9,839 shares 9,839$776K0.13%+4,622Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,307 shares; 2025Q1: 17,292 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares 10,507$709K0.12%0Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,528 shares 15,528$696K0.11%newTimeline
VGUSVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,689 shares 8,689$657K0.11%newTimeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,383 shares 12,383$619K0.1%newTimeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 7,800 shares 7,800$612K0.1%+4,889Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,911 shares; 2025Q2: 5,911 shares; 2025Q3: 5,912 shares 5,912$574K0.09%+1Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 2,679 shares; 2025Q3: 2,584 shares 2,584$539K0.09%-95Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: not reported; 2025Q1: 4,131 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares 4,370$528K0.09%0Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$443K0.07%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares 606$364K0.06%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,446 shares; 2025Q2: 13,446 shares; 2025Q3: 13,446 shares 13,446$346K0.06%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares 1,794$340K0.06%0Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares 1,218$333K0.05%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,847 shares; 2025Q3: 3,930 shares 3,930$280K0.05%+83Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,464 shares 3,464$260K0.04%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,221 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares 1,188$231K0.04%0Timeline
374WATER INC374WATER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,596 shares; 2024Q4: not reported; 2025Q1: 118,596 shares; 2025Q2: not reported; 2025Q3: 118,596 shares 118,596$34K0.01%new

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTVVANGUARD INDEX FDS1,184$209Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001698750-25-000005 base2025-10-21acceptance time not in the bulk data set