$505 Million is the total value of TFO Wealth Partners, LLC's 118 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 87.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | Vanguard FTSE Developed Markets ETF | $227,767,000 | -6.4% | 4,742,175 | -1.4% | 45.13% | -3.3% |
| DFAC | Sell | DFA T.A. US Core Equity 2 I | $137,464,000 | -4.3% | 4,984,178 | -1.4% | 27.24% | -1.1% |
| IWB | iShares Russell 1000 | $22,643,000 | -3.4% | 90,548 | 0.0% | 4.49% | -0.2% | |
| DFAT | Sell | DFA Tax-Managed US Targeted Value | $21,255,000 | +0.2% | 456,319 | -0.8% | 4.21% | +3.5% |
| IVV | Sell | iShares Core S&P 500 | $11,316,000 | -3.1% | 24,943 | -0.2% | 2.24% | +0.1% |
| IJR | Buy | iShares Core S&P Small-Cap | $10,472,000 | -2.5% | 97,075 | +0.0% | 2.08% | +0.8% |
| SPY | SPDR S&P 500 ETF | $10,295,000 | -3.2% | 22,794 | 0.0% | 2.04% | +0.0% | |
| DFAS | Buy | DFA Tax-Managed US Small Cap | $7,666,000 | -5.3% | 136,751 | +0.4% | 1.52% | -2.1% |
| IWF | Buy | iShares Russell 1000 Growth | $5,834,000 | -7.8% | 21,013 | +0.0% | 1.16% | -4.7% |
| IDEV | New | iShares Core MSCI Intl Dev Mkts ETF | $4,972,000 | – | 78,138 | +100.0% | 0.98% | – |
| VNQ | Buy | Vanguard REIT ETF | $4,777,000 | -1.4% | 44,080 | +1.8% | 0.95% | +1.8% |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETF | $4,360,000 | +69.2% | 78,485 | +80.6% | 0.86% | +74.9% |
| VXUS | Sell | Vanguard Total International Stock ETF | $3,833,000 | -7.4% | 64,157 | -2.1% | 0.76% | -4.4% |
| ITOT | Sell | iShares Core S&P Total US Stock Mkt ETF | $3,742,000 | -5.7% | 37,074 | -2.2% | 0.74% | -2.6% |
| VOO | Sell | Vanguard 500 ETF | $3,662,000 | -6.4% | 8,821 | -3.3% | 0.73% | -3.2% |
| IWM | Sell | iShares Russell 2000 | $3,578,000 | -8.1% | 17,431 | -3.3% | 0.71% | -5.1% |
| Buy | DFA Tax-Managed International Value | $2,484,000 | +4.6% | 74,208 | +1.4% | 0.49% | +8.1% | |
| ACWI | Buy | iShares MSCI ACWI | $1,483,000 | -3.1% | 14,858 | +0.5% | 0.29% | 0.0% |
| AAPL | Buy | Apple Inc | $1,387,000 | +230.2% | 7,942 | +232.0% | 0.28% | +239.5% |
| VTI | Sell | Vanguard Total Stock Market ETF | $1,243,000 | -16.5% | 5,459 | -13.0% | 0.25% | -14.0% |
| IWD | iShares Russell 1000 Value | $1,229,000 | +1.7% | 7,402 | 0.0% | 0.24% | +5.2% | |
| SPLV | Buy | Invesco S&P 500 Low Volatility ETF | $804,000 | +1.6% | 11,990 | +0.5% | 0.16% | +4.6% |
| VSGX | New | Vanguard ESG International Stock ETF | $710,000 | – | 12,409 | +100.0% | 0.14% | – |
| IVW | Sell | iShares S&P 500 Growth | $679,000 | -9.2% | 8,885 | -1.9% | 0.14% | -5.6% |
| BND | Buy | Vanguard Total Bond Market ETF | $672,000 | +13.7% | 8,450 | +22.0% | 0.13% | +17.7% |
| VBR | Sell | Vanguard Small-Cap Value ETF | $642,000 | -26.1% | 3,646 | -26.9% | 0.13% | -24.0% |
| BRKB | Buy | Berkshire Hathaway Inc B | $613,000 | +95.2% | 1,738 | +60.5% | 0.12% | +101.7% |
| VUSB | Sell | Vanguard Ultra-Short Bond ETF | $586,000 | -36.8% | 11,873 | -36.0% | 0.12% | -34.8% |
| AMZN | New | Amazon.com Inc | $564,000 | – | 173 | +100.0% | 0.11% | – |
| OC | New | Owens-Corning Inc | $377,000 | – | 4,121 | +100.0% | 0.08% | – |
| UNH | Sell | UnitedHealth Group Inc | $368,000 | +0.3% | 722 | -5.9% | 0.07% | +4.3% |
| QQQ | Buy | Invesco QQQ Trust | $363,000 | +390.5% | 1,000 | +429.1% | 0.07% | +414.3% |
| MUB | Buy | iShares S&P National AMT-Free Municipal Bond ETF | $328,000 | +19.7% | 2,990 | +27.3% | 0.06% | +22.6% |
| EFA | Sell | iShares MSCI EAFE | $307,000 | -13.5% | 4,172 | -9.5% | 0.06% | -10.3% |
| PMAY | INNOVATOR S AND P 500 PWR BFR ETF | $303,000 | +1.0% | 9,873 | 0.0% | 0.06% | +3.4% | |
| PJUN | Innovator S&P 500 Power Buffer ETF New | $289,000 | +0.7% | 8,977 | 0.0% | 0.06% | +3.6% | |
| EMXC | Sell | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $284,000 | -30.4% | 4,877 | -29.2% | 0.06% | -28.2% |
| PDEC | INNOVATOR S&P 500 POWER BUFFER ETF | $272,000 | -0.7% | 8,710 | 0.0% | 0.05% | +1.9% | |
| SCHM | Sell | Schwab US Mid-Cap ETF | $252,000 | -19.7% | 3,323 | -17.4% | 0.05% | -16.7% |
| MSFT | Buy | Microsoft Corp | $251,000 | +269.1% | 814 | +307.0% | 0.05% | +284.6% |
| SCHF | Buy | Schwab International Equity ETF | $244,000 | +24300.0% | 6,639 | +16923.1% | 0.05% | – |
| PAPR | Innovator S&P 500 Power Bffr ETF Apr New | $233,000 | +1.7% | 7,857 | 0.0% | 0.05% | +4.5% | |
| DAL | New | Delta Air Lines Inc | $191,000 | – | 4,821 | +100.0% | 0.04% | – |
| VYM | Buy | Vanguard High Dividend Yield ETF | $187,000 | +88.9% | 1,669 | +85.4% | 0.04% | +94.7% |
| GOOGL | Buy | Alphabet Inc A | $181,000 | +311.4% | 65 | +333.3% | 0.04% | +350.0% |
| VIG | New | Vanguard Dividend Appreciation ETF | $173,000 | – | 1,064 | +100.0% | 0.03% | – |
| ESGE | New | iShares ESG Aware MSCI EM ETF | $162,000 | – | 4,411 | +100.0% | 0.03% | – |
| SCHD | New | Schwab US Dividend Equity ETF | $151,000 | – | 1,909 | +100.0% | 0.03% | – |
| PTY | New | PIMCO Corporate & Income Opps | $145,000 | – | 9,477 | +100.0% | 0.03% | – |
| KJUL | INNOVATOR RUSSELL 2000 PWR BUFR ETF | $139,000 | -1.4% | 5,410 | 0.0% | 0.03% | +3.7% | |
| SCHB | Buy | Schwab US Broad Market ETF | $143,000 | -3.4% | 2,672 | +100.0% | 0.03% | 0.0% |
| PJUL | Innovator S&P 500 Power Buffer ETF July | $143,000 | +0.7% | 4,659 | 0.0% | 0.03% | +3.7% | |
| QUAL | iShares Edge MSCI USA Quality Factor ETF | $135,000 | -5.6% | 1,000 | 0.0% | 0.03% | 0.0% | |
| LMT | New | Lockheed Martin Corp | $132,000 | – | 299 | +100.0% | 0.03% | – |
| JNJ | New | Johnson & Johnson | $118,000 | – | 667 | +100.0% | 0.02% | – |
| DIS | Buy | Walt Disney Co | $100,000 | +66.7% | 732 | +83.0% | 0.02% | +66.7% |
| JPM | New | JPMorgan Chase & Co | $96,000 | – | 701 | +100.0% | 0.02% | – |
| AFRM | New | Affirm Holdings Inc | $98,000 | – | 2,112 | +100.0% | 0.02% | – |
| IWN | Buy | iShares Russell 2000 Value | $89,000 | +1.1% | 552 | +0.4% | 0.02% | +5.9% |
| New | Rivian Automotive Inc Class A | $84,000 | – | 1,678 | +100.0% | 0.02% | – | |
| VLO | New | Valero Energy Corp | $85,000 | – | 835 | +100.0% | 0.02% | – |
| KAPR | INNOVATOR RUSSEL 2000 PWR BFR ETF | $79,000 | -1.2% | 2,930 | 0.0% | 0.02% | +6.7% | |
| VWO | Buy | Vanguard FTSE Emerging Markets ETF | $74,000 | -6.3% | 1,604 | +0.9% | 0.02% | 0.0% |
| V | New | Visa Inc Class A | $78,000 | – | 350 | +100.0% | 0.02% | – |
| DHIL | New | Diamond Hill Investment Group Inc | $73,000 | – | 390 | +100.0% | 0.01% | – |
| TSM | New | Taiwan Semiconductor Manufacturing Company, Ltd. | $67,000 | – | 640 | +100.0% | 0.01% | – |
| PJAN | Innovator S&P 500 Power Buffer ETF Jan | $67,000 | -2.9% | 2,070 | 0.0% | 0.01% | 0.0% | |
| KJAN | INNOVATOR RUSSLL 2000 PWR BFR ETF | $68,000 | 0.0% | 2,188 | 0.0% | 0.01% | 0.0% | |
| IJAN | Innovator MSCI EAFE Power Buffer ETF Jan | $64,000 | -1.5% | 2,446 | 0.0% | 0.01% | +8.3% | |
| BAC | New | Bank of America Corporation | $66,000 | – | 1,594 | +100.0% | 0.01% | – |
| CSCO | New | Cisco Systems Inc | $68,000 | – | 1,214 | +100.0% | 0.01% | – |
| SO | New | Southern Co | $61,000 | – | 842 | +100.0% | 0.01% | – |
| EJAN | Innovator MSCI Em Mkts Pwr Bffr ETF Jan | $59,000 | -4.8% | 2,083 | 0.0% | 0.01% | 0.0% | |
| LHX | New | L3Harris Technologies Ord | $48,000 | – | 193 | +100.0% | 0.01% | – |
| FB | New | Facebook Inc A | $45,000 | – | 201 | +100.0% | 0.01% | – |
| ENB | New | Enbridge Inc Com | $39,000 | – | 839 | +100.0% | 0.01% | – |
| SPEM | Buy | SPDR S&P Emerging Markets ETF | $40,000 | +900.0% | 1,028 | +959.8% | 0.01% | +700.0% |
| VIAC | New | PARAMOUNT GLOBAL CLASS B COMMON STOCK | $38,000 | – | 1,004 | +100.0% | 0.01% | – |
| SPTM | Buy | SPDR Port S&P 1500 Comps Stk Mkt ETF | $38,000 | +65.2% | 687 | +69.2% | 0.01% | +100.0% |
| ETN | New | Eaton Corp PLC | $39,000 | – | 254 | +100.0% | 0.01% | – |
| WM | New | Waste Management Inc | $34,000 | – | 214 | +100.0% | 0.01% | – |
| HD | New | The Home Depot Inc | $30,000 | – | 99 | +100.0% | 0.01% | – |
| OLN | New | Olin Corp | $32,000 | – | 608 | +100.0% | 0.01% | – |
| HON | New | Honeywell International Inc | $30,000 | – | 155 | +100.0% | 0.01% | – |
| IDT | New | IDT Corp. | $31,000 | – | 920 | +100.0% | 0.01% | – |
| NVR | New | NVR Inc | $27,000 | – | 6 | +100.0% | 0.01% | – |
| FRG | New | FRANCHISE GROUP ORD | $27,000 | – | 660 | +100.0% | 0.01% | – |
| GILD | New | Gilead Sciences Inc | $27,000 | – | 450 | +100.0% | 0.01% | – |
| RGEN | New | Repligen Corp | $19,000 | – | 100 | +100.0% | 0.00% | – |
| GRWG | New | GrowGeneration Corp | $20,000 | – | 2,174 | +100.0% | 0.00% | – |
| AMJ | Sell | JPMorgan Alerian MLP ETN | $13,000 | 0.0% | 600 | -22.1% | 0.00% | +50.0% |
| MJ | New | ETFMG Alternative Harvest ETF | $17,000 | – | 1,668 | +100.0% | 0.00% | – |
| TELL | New | Tellurian Inc New | $16,000 | – | 3,000 | +100.0% | 0.00% | – |
| IYR | Buy | iShares US Real Estate | $13,000 | 0.0% | 116 | +0.9% | 0.00% | +50.0% |
| GRIL | New | Muscle Maker Inc | $10,000 | – | 19,702 | +100.0% | 0.00% | – |
| WEC | Wecenergy Group Inc | $12,000 | +9.1% | 116 | 0.0% | 0.00% | 0.0% | |
| PFE | Sell | Pfizer Inc | $9,000 | -75.7% | 167 | -75.0% | 0.00% | -71.4% |
| IJH | iShares Core S&P Mid-Cap | $10,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| SLYV | Buy | SPDR S&P 600 Small Cap Value ETF | $10,000 | +900.0% | 125 | +1150.0% | 0.00% | – |
| MPC | New | Marathon Petroleum Corp | $12,000 | – | 139 | +100.0% | 0.00% | – |
| VTV | New | Vanguard Value ETF | $6,000 | – | 38 | +100.0% | 0.00% | – |
| VOT | New | Vanguard Mid Cap Growth | $3,000 | – | 14 | +100.0% | 0.00% | – |
| VOE | Sell | Vanguard Mid-Cap Value ETF | $4,000 | -98.4% | 25 | -98.5% | 0.00% | -97.9% |
| VUG | New | Vanguard Growth ETF | $5,000 | – | 16 | +100.0% | 0.00% | – |
| VBK | Sell | Vanguard Small-Cap Growth ETF | $3,000 | -96.9% | 11 | -96.9% | 0.00% | -94.4% |
| BABA | Alibaba Group Holding Ltd ADR | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| VNQI | Vanguard Global ex-US Real Estate ETF | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| NIO | New | Nuveen Municipal Opportunity | $0 | – | 20 | +100.0% | 0.00% | – |
| PLD | Exit | Prologis Inc | $0 | – | -14 | -100.0% | 0.00% | – |
| OGN | New | Organon &Co Common Stock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| Nanoviricides Inc | $0 | – | 65 | 0.0% | 0.00% | – | ||
| VSS | New | Vanguard FTSE All-World ex-U.S. Small-Cap ETF | $1,000 | – | 6 | +100.0% | 0.00% | – |
| VEU | New | Vanguard FTSE All-World ex-US ETF | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HBAN | Sell | Huntington Bancshares Inc | $1,000 | -85.7% | 100 | -78.4% | 0.00% | -100.0% |
| GPS | New | Gap Inc | $0 | – | 30 | +100.0% | 0.00% | – |
| FITB | Fifth Third Bancorp | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| VTRS | Mylan Nv | $0 | – | 20 | 0.0% | 0.00% | – | |
| KO | New | Coca-Cola Co | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MSCI | Exit | MSCI Inc | $0 | – | -1 | -100.0% | 0.00% | – |
| PSX | Exit | Phillips 66 | $0 | – | -12 | -100.0% | 0.00% | – |
| COP | Exit | ConocoPhillips | $0 | – | -27 | -100.0% | 0.00% | – |
| MPWR | Exit | Monolithic Power Systems Inc | $0 | – | -3 | -100.0% | 0.00% | – |
| T | Exit | AT&T Inc | $0 | – | -100 | -100.0% | 0.00% | – |
| QSR | Exit | Restaurant Brands International Inc. | $0 | – | -39 | -100.0% | 0.00% | – |
| RBLX | Roblox Corp Com Cl A | $2,000 | -66.7% | 50 | 0.0% | 0.00% | -100.0% | |
| HEIA | Exit | Heico Corp | $0 | – | -17 | -100.0% | 0.00% | – |
| CPRT | Exit | Copart Inc | $0 | – | -12 | -100.0% | 0.00% | – |
| AON | Exit | Aon PLC | $0 | – | -9 | -100.0% | -0.00% | – |
| BC | Exit | Brunswick Corp | $0 | – | -50 | -100.0% | -0.00% | – |
| ADSK | Exit | Autodesk Inc | $0 | – | -26 | -100.0% | -0.00% | – |
| XWEB | Exit | SPDR S&P Internet ETF | $0 | – | -44 | -100.0% | -0.00% | – |
| FANG | Exit | Diamondback Energy Inc | $0 | – | -29 | -100.0% | -0.00% | – |
| JETS | Exit | US Global Jets ETF | $0 | – | -300 | -100.0% | -0.00% | – |
| F | Exit | Ford Motor Co | $0 | – | -200 | -100.0% | -0.00% | – |
| WELL | Exit | Welltower Inc Com | $0 | – | -40 | -100.0% | -0.00% | – |
| EXC | Exit | Exelon Corp | $0 | – | -55 | -100.0% | -0.00% | – |
| NTAP | Exit | NetApp Inc | $0 | – | -50 | -100.0% | -0.00% | – |
| MAR | Exit | Marriott International Inc | $0 | – | -22 | -100.0% | -0.00% | – |
| NS | Exit | NuStar Energy LP | $0 | – | -397 | -100.0% | -0.00% | – |
| SPGI | Exit | S&Pglobal Inc Com | $0 | – | -9 | -100.0% | -0.00% | – |
| KKR | Exit | KKR & Co LP | $0 | – | -40 | -100.0% | -0.00% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -44 | -100.0% | -0.00% | – |
| XOM | Exit | Exxon Mobil Corp | $0 | – | -43 | -100.0% | -0.00% | – |
| ABBV | Exit | AbbVie Inc | $0 | – | -45 | -100.0% | -0.00% | – |
| NEE | Exit | NextEra Energy Inc | $0 | – | -104 | -100.0% | -0.00% | – |
| XSD | Exit | SPDR S&P Semiconductor ETF | $0 | – | -46 | -100.0% | -0.00% | – |
| WES | Exit | Western Midstream Partners LP | $0 | – | -449 | -100.0% | -0.00% | – |
| XLF | Exit | Financial Select Sector SPDR ETF | $0 | – | -200 | -100.0% | -0.00% | – |
| ACGL | Exit | Arch Capital Group Ltd | $0 | – | -252 | -100.0% | -0.00% | – |
| GS | Exit | Goldman Sachs Group Inc | $0 | – | -20 | -100.0% | -0.00% | – |
| XSW | Exit | SPDR S&P Software & Services ETF | $0 | – | -48 | -100.0% | -0.00% | – |
| CBRE | Exit | CBRE Group Inc | $0 | – | -85 | -100.0% | -0.00% | – |
| EWBC | Exit | East West Bancorp Inc | $0 | – | -123 | -100.0% | -0.00% | – |
| NFLX | Exit | Netflix Inc | $0 | – | -28 | -100.0% | -0.00% | – |
| Exit | WOLFSPEED ORD | $0 | – | -148 | -100.0% | -0.00% | – | |
| TWTR | Exit | Twitter Inc | $0 | – | -307 | -100.0% | -0.00% | – |
| TT | Exit | TRANSTECHNOLOGY CORP. | $0 | – | -90 | -100.0% | -0.00% | – |
| TLT | Exit | Ishares 20 Plus Year Treasury Bond Etf | $0 | – | -96 | -100.0% | -0.00% | – |
| VOYA | Exit | Voya Financial Inc | $0 | – | -256 | -100.0% | -0.00% | – |
| FIXD | Exit | First Trust TCWOpportunistic Fxd Inc ETF | $0 | – | -332 | -100.0% | -0.00% | – |
| VB | Exit | Vanguard Small-Cap ETF | $0 | – | -92 | -100.0% | -0.00% | – |
| VCIT | Exit | Vanguard Intermediate-Term Corp Bd ETF | $0 | – | -219 | -100.0% | -0.00% | – |
| AVGO | Exit | Broadcom Inc Com | $0 | – | -41 | -100.0% | -0.01% | – |
| LQD | Exit | iShares iBoxx $ Investment Grade Corporate Bond ETF | $0 | – | -200 | -100.0% | -0.01% | – |
| EPD | Exit | Enterprise Products Partners LP | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ANGL | Exit | VanEck Vectors Fallen Angel HiYld Bd ETF | $0 | – | -1,004 | -100.0% | -0.01% | – |
| TDG | Exit | TransDigm Group Inc | $0 | – | -54 | -100.0% | -0.01% | – |
| MRK | Exit | Merck & Co Inc | $0 | – | -456 | -100.0% | -0.01% | – |
| SUB | Exit | iShares Short-Term National Muni Bond | $0 | – | -300 | -100.0% | -0.01% | – |
| ADBE | Exit | Adobe Systems Inc | $0 | – | -52 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP Partnership Units | $0 | – | -1,228 | -100.0% | -0.01% | – |
| LPLA | Exit | LPL Financial Holdings Inc | $0 | – | -281 | -100.0% | -0.01% | – |
| SCHR | Exit | Schwab Intermediate-Term US Trs ET | $0 | – | -900 | -100.0% | -0.01% | – |
| NUV | Exit | Nuveen Municipal Value | $0 | – | -5,000 | -100.0% | -0.01% | – |
| BRO | Exit | Brown & Brown Inc | $0 | – | -848 | -100.0% | -0.01% | – |
| JEPI | Exit | JPMorgan Equity Premium Income ETF | $0 | – | -1,017 | -100.0% | -0.01% | – |
| VO | Exit | Vanguard Mid-Cap ETF | $0 | – | -269 | -100.0% | -0.01% | – |
| JNK | Exit | SPDR Blmbg Barclays High Yield Bd ETF | $0 | – | -1,000 | -100.0% | -0.02% | – |
| SCHA | Exit | Schwab US Small-Cap ETF | $0 | – | -2,178 | -100.0% | -0.04% | – |
| SPDW | Exit | SPDR Portfolio Developed Wld ex-US ETF | $0 | – | -6,212 | -100.0% | -0.04% | – |
| VXF | Exit | Vanguard Extended Market ETF | $0 | – | -1,362 | -100.0% | -0.05% | – |
| SCHV | Exit | Schwab US Large-Cap Value ETF | $0 | – | -4,626 | -100.0% | -0.06% | – |
| CSX | Exit | CSX Corp | $0 | – | -29,412 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Bond Market ETF | 16 | Q3 2023 | 74.6% |
| ISHARES TR | 16 | Q3 2023 | 15.2% |
| iShares U.S. Energy ETF | 16 | Q3 2023 | 7.8% |
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 2.9% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| Vanguard REIT ETF | 16 | Q3 2023 | 3.6% |
| Vanguard Tax-Exempt Bond ETF | 16 | Q3 2023 | 2.4% |
| The Interpublic Group of Companies Inc | 16 | Q3 2023 | 1.4% |
| ISHARES TR | 16 | Q3 2023 | 2.6% |
View TFO Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-21 |
View TFO Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.