TFO Wealth Partners, LLC filed a Form 13F-HR on November 9, 2026, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists 106 separate positions across various sectors, with the majority of the portfolio allocated to exchange-traded funds (ETFs). The firm is headquartered in Maumee, Ohio.
The top individual stock holding in the portfolio is Dimensional ETF Trust International Core Equity, which accounts for 17,502,355 shares. This is followed by Vanguard Index Funds S&P 500 ETF Shares with 10,091,508 shares and Vanguard Real Estate ETF with 18,121,877 shares.
Among specific equities, Palantir Technologies Inc. Class A is held in 2,025 shares, while UnitedHealth Group Inc. is held in 693 shares. Other notable individual stock positions include Alphabet Inc. Class A (591 shares) and El Lilly & Co. (250 shares).
The filing also includes a significant number of fixed income ETFs, including various iShares and Vanguard bond funds, as well as strategic bond ETFs from JPMorgan and Schwab.
