Sign In
test

Zowe Clark

Tfo Wealth Partners, Llc

Assets Managed
$735.385M
Holdings
72
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
10.06%(2Q avg: 9.49%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfo Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Tfo Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 735.385M in assets, with a quarterly growth rate of 10.06% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by Zowe Clark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.65%
37.42%
$275.176M
4.294M shares@ $64.08 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 9.59%
24.65%
$181.266M
4.665M shares@ $38.86 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.29%
4.4%
$32.329M
90,670 shares@ $356.56 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.5%
3.69%
$27.098M
559,190 shares@ $48.46 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.13%
3.38%
$24.786M
396,894 shares@ $62.46 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 33.63%
3.18%
$23.346M
457,941 shares@ $50.99 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 103.39%
2.31%
$16.921M
476,242 shares@ $35.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.71%
1.75%
$12.857M
19,770 shares@ $650.35 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.16%
1.57%
$11.485M
92,387 shares@ $124.32 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 170.36%
1.48%
$10.87M
140,480 shares@ $77.38 avg price

1-10 of 72