TFO Wealth Partners, LLC
CIK
1698750
Location
MAUMEE, OH
Portfolio Value
Micro
$20,045,655
Diversification
Highly concentrated
Filing Date
Global Rank
#7,722
/ 8,603
▲ 297
· as of Mar 2026
Top Industry
Financial Conglomerates
41.4%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.0%
SPY
+76.0%
Annualised alpha
-0.7%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
64.1%
−31.0 pts
Top 5
87.2%
−12.8 pts
Top 10
94.5%
−5.5 pts
HHI
4,343
Highly concentrated−4,727
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.8% | $13,584,723 |
| Financial Services | 18.1% | $3,625,718 |
| Industrials | 4.7% | $950,471 |
| Technology | 4.2% | $844,012 |
| Healthcare | 4.2% | $834,427 |
| Consumer Defensive | 1.0% | $206,304 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
12 positions
| 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 | |
| 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 | $222,592 | |
| 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 exitedNo qualifying positions this quarter.
16 positions ·
$20,045,655 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 19,770 | $12,857,221 | 64.14% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
NEW | 39,174 | $2,676,367 | 13.35% | |
| CHE |
Chemed Corp
Healthcare
|
NEW | 2,209 | $834,427 | 4.16% | |
| L |
Loews Corp
Financial Services
|
NEW | 6,750 | $720,495 | 3.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 673 | $388,442 | 1.94% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 983 | $363,877 | 1.82% | |
| GLDM |
World Gold Trust
|
Added | 3,658 | $339,060 | 1.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 325 | $283,692 | 1.42% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,256 | $255,508 | 1.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 778 | $228,856 | 1.14% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,288 | $224,627 | 1.12% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 939 | $222,592 | 1.11% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
NEW | 800 | $208,464 | 1.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,660 | $206,304 | 1.03% | |
| GE |
General Electric Co
Industrials
|
NEW | 712 | $202,044 | 1.01% | |
| SCWO |
374Water Inc.
Industrials
|
Held | 11,859 | $33,679 | 0.17% |