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TFO Wealth Partners, LLC

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13F filer, CIK 1698750, MAUMEE, OH

TFO Wealth Partners, LLC reported $668,197,346 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 87.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001698750-26-000001

Period
2025-12-31
Reported value
$668M
Holdings
51
Top 10 weight
87.41%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMSTadded+279,117$14.2M
DFACadded+152,188$6.03M
DFICadded+154,780$5.33M
VCRBadded+44,161$3.44M
DFEMadded+59,184$1.96M

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-20,094-$1.26M
VSGXexited-11,678-$810K
VEUexited-3,930-$280K
EFAreduced-1,056-$101K
DFIVreduced-1,567-$78.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001698750-26-000001, largest first. % of portfolio is the value over $668,197,346, 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; 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; 2025Q4: 4,366,497 shares 4,366,497$273M40.82%-20,094Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,256,625 shares 4,256,625$169M25.22%+152,188Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,883 shares; 2024Q4: not reported; 2025Q1: 90,596 shares; 2025Q2: 91,027 shares; 2025Q3: 91,027 shares; 2025Q4: 90,934 shares 90,934$34M5.08%-93Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,026 shares; 2024Q4: 553,487 shares; 2025Q1: 548,175 shares; 2025Q2: 549,037 shares; 2025Q3: 554,729 shares; 2025Q4: 556,420 shares 556,420$25.9M3.88%+1,691Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,746 shares; 2024Q4: 392,197 shares; 2025Q1: 359,326 shares; 2025Q2: 382,974 shares; 2025Q3: 381,268 shares; 2025Q4: 396,409 shares 396,409$23.6M3.53%+15,141Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,208 shares; 2025Q3: 63,594 shares; 2025Q4: 342,711 shares 342,711$17.5M2.61%+279,117Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 18,732 shares; 2025Q1: 19,391 shares; 2025Q2: 19,461 shares; 2025Q3: 19,583 shares; 2025Q4: 19,631 shares 19,631$13.4M2%+48Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,984 shares; 2024Q4: not reported; 2025Q1: 92,655 shares; 2025Q2: 92,632 shares; 2025Q3: 92,703 shares; 2025Q4: 92,536 shares 92,536$11.1M1.66%-167Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,820 shares; 2024Q4: 122,577 shares; 2025Q1: 123,693 shares; 2025Q2: 119,582 shares; 2025Q3: 123,628 shares; 2025Q4: 125,304 shares 125,304$8.73M1.31%+1,676Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,940 shares; 2024Q4: not reported; 2025Q1: 17,763 shares; 2025Q2: 17,767 shares; 2025Q3: 18,200 shares; 2025Q4: 18,094 shares 18,094$8.56M1.28%-106Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,379 shares; 2025Q4: 234,159 shares 234,159$8.07M1.21%+154,780Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: not reported; 2025Q1: 8,428 shares; 2025Q2: 11,130 shares; 2025Q3: 10,227 shares; 2025Q4: 10,227 shares 10,227$6.41M0.96%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,115 shares; 2024Q4: not reported; 2025Q1: 43,486 shares; 2025Q2: 43,548 shares; 2025Q3: 49,187 shares; 2025Q4: 63,181 shares 63,181$5.59M0.84%+13,994Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: not reported; 2025Q1: 6,850 shares; 2025Q2: 6,822 shares; 2025Q3: 6,836 shares; 2025Q4: 7,147 shares 7,147$4.9M0.73%+311Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,151 shares; 2024Q4: not reported; 2025Q1: 64,151 shares; 2025Q2: 64,151 shares; 2025Q3: 64,151 shares; 2025Q4: 64,151 shares 64,151$4.84M0.72%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: not reported; 2025Q1: 18,935 shares; 2025Q2: 19,031 shares; 2025Q3: 19,031 shares; 2025Q4: 18,818 shares 18,818$4.63M0.69%-213Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,219 shares; 2024Q4: not reported; 2025Q1: 30,416 shares; 2025Q2: 30,332 shares; 2025Q3: 30,317 shares; 2025Q4: 30,371 shares 30,371$4.52M0.68%+54Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 7,800 shares; 2025Q4: 51,961 shares 51,961$4.05M0.61%+44,161Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,901 shares; 2024Q4: not reported; 2025Q1: 68,450 shares; 2025Q2: 68,468 shares; 2025Q3: 69,583 shares; 2025Q4: 70,881 shares 70,881$3.81M0.57%+1,298Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,106 shares; 2025Q3: 35,808 shares; 2025Q4: 42,971 shares 42,971$3.24M0.49%+7,163Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,952 shares; 2025Q4: 87,136 shares 87,136$2.88M0.43%+59,184Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: not reported; 2025Q1: 7,032 shares; 2025Q2: 8,182 shares; 2025Q3: 8,388 shares; 2025Q4: 8,398 shares 8,398$2.82M0.42%+10Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,442 shares; 2025Q3: 47,709 shares; 2025Q4: 52,512 shares 52,512$2.66M0.4%+4,803Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,075 shares; 2025Q3: 98,102 shares; 2025Q4: 98,935 shares 98,935$2.4M0.36%+833Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,340 shares; 2025Q4: 29,732 shares 29,732$2.25M0.34%+16,392Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 28,418 shares; 2025Q1: 28,152 shares; 2025Q2: 28,424 shares; 2025Q3: 28,405 shares; 2025Q4: 28,610 shares 28,610$1.92M0.29%+205Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 39,884 shares; 2025Q1: 37,182 shares; 2025Q2: 38,617 shares; 2025Q3: 36,598 shares; 2025Q4: 35,031 shares 35,031$1.75M0.26%-1,567Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,424 shares; 2024Q4: not reported; 2025Q1: 11,527 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,718 shares 11,718$1.66M0.25%+102Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,121 shares; 2025Q2: 51,121 shares; 2025Q3: 51,121 shares; 2025Q4: 51,121 shares 51,121$1.61M0.24%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,105 shares; 2024Q4: not reported; 2025Q1: 63,145 shares; 2025Q2: 63,389 shares; 2025Q3: 62,630 shares; 2025Q4: 63,817 shares 63,817$1.53M0.23%+1,187Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: 16,182 shares; 2025Q2: 16,182 shares; 2025Q3: 16,182 shares; 2025Q4: 15,126 shares 15,126$1.45M0.22%-1,056Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: not reported; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 5,998 shares; 2025Q4: 6,028 shares 6,028$1.27M0.19%+30Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: not reported; 2025Q1: 3,340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,487 shares 14,487$1.07M0.16%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: not reported; 2025Q1: 4,131 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 7,048 shares 7,048$869K0.13%+2,678Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,217 shares; 2025Q3: 9,839 shares; 2025Q4: 9,844 shares 9,844$810K0.12%+5Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,307 shares; 2025Q1: 17,292 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,507 shares 10,507$764K0.11%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,383 shares; 2025Q4: 13,898 shares 13,898$693K0.1%+1,515Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,528 shares; 2025Q4: 15,528 shares 15,528$679K0.1%0Timeline
VGUSVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,689 shares; 2025Q4: 8,779 shares 8,779$663K0.1%+90Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,911 shares; 2025Q2: 5,911 shares; 2025Q3: 5,912 shares; 2025Q4: 5,913 shares 5,913$555K0.08%+1Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 2,679 shares; 2025Q3: 2,584 shares; 2025Q4: 2,600 shares 2,600$551K0.08%+16Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,996 shares 8,996$528K0.08%newTimeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$513K0.08%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606$372K0.06%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,446 shares; 2025Q2: 13,446 shares; 2025Q3: 13,446 shares; 2025Q4: 13,446 shares 13,446$353K0.05%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,794 shares 1,794$344K0.05%0Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218$337K0.05%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares 3,300$282K0.04%newTimeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: 3,469 shares 3,469$267K0.04%+5Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,221 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares 1,188$236K0.04%0Timeline
SCWO374WATER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,859 shares 11,859$24.2K<0.01%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
VSGXVANGUARD WORLD FD11,678$810Kshares
VEUVANGUARD INTL EQUITY INDEX F3,930$280Kshares
374WATER INC374WATER INC118,596$34Kshares

How Q4 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 0001698750-26-000001 base2026-02-05acceptance time not in the bulk data set