TFO Wealth Partners, LLC
Net seller this quarter
$919M
10
-$6M
2.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $15.2M | 1.65% | Not reported | +3.0% | Q4 2019 |
 EMXC | $1.08M | 0.12% | Not reported | Not reported | Q3 2021 |
 L | $764K | 0.08% | 0.00% | Not reported | Q4 2022 |
 FRDM | $729K | 0.08% | Not reported | Not reported | Q2 2025 |
 QQQ | $659K | 0.07% | Not reported | +33.0% | Q1 2021 |
 CHE | $517K | 0.06% | 0.01% | -49.8% | Q1 2026 |
| GLDM | $353K | 0.04% | 0.00% | +21.5% | Q4 2025 |
 MSFT | $346K | 0.04% | 0.00% | -5.7% | Q4 2019 |
 CSW | $223K | 0.02% | 0.00% | Not reported | Q4 2022 |
 NVDA | $206K | 0.02% | 0.00% | -20.2% | Q1 2020 |
| Q1 2026 | |||||
| SPY | $12.9M | 1.75% | Not reported | +0.7% | Q4 2019 |
 VOYA | $2.68M | 0.36% | 0.04% | Not reported | Q2 2020 |
| CHE | $834K | 0.11% | 0.02% | New | Q1 2026 |
| EMXC | $833K | 0.11% | Not reported | +0.8% | Q3 2021 |
| L | $720K | 0.10% | 0.00% | Not reported | Q4 2022 |
| FRDM | $547K | 0.07% | Not reported | Not reported | Q2 2025 |
| QQQ | $388K | 0.05% | Not reported | +11.1% | Q1 2021 |
| MSFT | $364K | 0.05% | 0.00% | Not reported | Q4 2019 |
| GLDM | $339K | 0.05% | 0.00% | +10.9% | Q4 2025 |
 XOM | $334K | 0.05% | 0.00% | Not reported | Q4 2019 |
 GEV | $284K | 0.04% | 0.00% | New | Q1 2026 |
 GOOG | $256K | 0.03% | Not reported | Not reported | Q4 2019 |
 AMD | $256K | 0.03% | 0.00% | Not reported | Q4 2019 |
 JPM | $229K | 0.03% | 0.00% | Not reported | Q4 2019 |
| NVDA | $225K | 0.03% | 0.00% | Not reported | Q1 2020 |
 HON | $212K | 0.03% | 0.00% | Not reported | Q4 2019 |
| CSW | $208K | 0.03% | 0.00% | Not reported | Q4 2022 |
 WMT | $206K | 0.03% | 0.00% | Not reported | Q4 2019 |
 GE | $202K | 0.03% | 0.00% | Not reported | Q3 2021 |
 SCWO | $33.7K | 0.00% | 0.07% | Not reported | Q3 2022 |
| Q4 2025 | |||||
| SPY | $13.4M | 2.00% | Not reported | +0.3% | Q4 2019 |
| EMXC | $764K | 0.11% | Not reported | Not reported | Q3 2021 |
| FRDM | $513K | 0.08% | Not reported | Not reported | Q2 2025 |
| QQQ | $372K | 0.06% | Not reported | Not reported | Q1 2021 |
| GLDM | $282K | 0.04% | 0.00% | New | Q4 2025 |
| SCWO | $24.2K | 0.00% | 0.07% | 0.0% | Q3 2022 |
| Q3 2025 | |||||
| SPY | $13M | 2.13% | Not reported | +0.6% | Q4 2019 |
| EMXC | $709K | 0.12% | Not reported | Not reported | Q3 2021 |
| FRDM | $443K | 0.07% | Not reported | Not reported | Q2 2025 |
| QQQ | $364K | 0.06% | Not reported | Not reported | Q1 2021 |
| SCWO | $34K | 0.01% | 0.08% | Not reported | Q3 2022 |