TFO Wealth Partners, LLC
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 96% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 66.7% | $13,584,723 |
| Financial Services | 17.8% | $3,625,718 |
| Industrials | 4.6% | $940,121 |
| Technology | 4.1% | $844,012 |
| Healthcare | 4.1% | $834,427 |
| Energy | 1.6% | $333,890 |
| Consumer Defensive | 1.0% | $206,304 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VOYA | Voya Financial, Inc. | 39,174 | $2,676,367 | |
| CHE | Chemed Corp | 2,209 | $834,427 | |
| L | Loews Corp | 6,750 | $720,495 | |
| MSFT | Microsoft Corp | 983 | $363,877 | |
| XOM | ExxonMobil Holdings Corp | 1,968 | $333,890 | |
| GEV | GE Vernova Inc. | 325 | $283,692 | |
| AMD | Advanced Micro Devices Inc | 1,256 | $255,508 | |
| JPM | Jpmorgan Chase & Co | 778 | $228,856 | |
| NVDA | Nvidia Corp | 1,288 | $224,627 | |
| HON | Honeywell International Inc | 939 | $212,242 | |
| CSW | Csw Industrials, Inc. | 800 | $208,464 | |
| WMT | Walmart Inc. | 1,660 | $206,304 | |
| GE | General Electric Co | 712 | $202,044 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 19,770 | $12,857,221 | 63.12% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
NEW | 39,174 | $2,676,367 | 13.14% | |
| CHE |
Chemed Corp
Healthcare
|
NEW | 2,209 | $834,427 | 4.10% | |
| L |
Loews Corp
Financial Services
|
NEW | 6,750 | $720,495 | 3.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 673 | $388,442 | 1.91% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 983 | $363,877 | 1.79% | |
| GLDM |
World Gold Trust
|
Added | 3,658 | $339,060 | 1.66% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 1,968 | $333,890 | 1.64% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 325 | $283,692 | 1.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,256 | $255,508 | 1.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 778 | $228,856 | 1.12% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,288 | $224,627 | 1.10% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 939 | $212,242 | 1.04% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
NEW | 800 | $208,464 | 1.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,660 | $206,304 | 1.01% | |
| GE |
General Electric Co
Industrials
|
NEW | 712 | $202,044 | 0.99% | |
| SCWO |
374Water Inc.
Industrials
|
Held | 11,859 | $33,679 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.