TFO Wealth Partners, LLC
Top Portfolio Positions
17 positions ·
$20,369,195 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
19,770 | $12,857,221 | 63.12% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
39,174 | $2,676,367 | 13.14% | |
| CHE |
Chemed Corp
Healthcare
|
2,209 | $834,427 | 4.10% | |
| L |
Loews Corp
Financial Services
|
6,750 | $720,495 | 3.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
673 | $388,442 | 1.91% | |
| MSFT |
Microsoft Corp
Technology
|
983 | $363,877 | 1.79% | |
| GLDM |
World Gold Trust
|
3,658 | $339,060 | 1.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,968 | $333,890 | 1.64% | |
| GEV |
GE Vernova Inc.
Industrials
|
325 | $283,692 | 1.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
1,256 | $255,508 | 1.25% |
Portfolio Trend
Holdings in SCWO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,679 | 11,859 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $24,192 | 11,859 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||