TFO Wealth Partners, LLC
Filing Date
Global Rank
#7,710
/ 8,586
▲ 307
Top Industry
Financial Conglomerates
39.4%
3Y Alpha vs SPY
-1.6%
Period ended 3 months ago
Filed May 8, 2026 · 39d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.4%
SPY
+78.1%
Annualised alpha
-1.6%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
63.1%
−32.1 pts
Top 5
85.8%
−14.2 pts
Top 10
93.5%
−6.5 pts
HHI
4,209
Highly concentrated−4,861
Portfolio Trend
25 quarters · across all stocks
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 reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
13 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 | |
| XOM | Exxon Mobil 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 exitedNo qualifying positions this quarter.
3 positions ·
$844,012 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
NEW | 983 | $363,877 | 43.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,256 | $255,508 | 30.27% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,288 | $224,627 | 26.61% |