TFO Wealth Partners, LLC reported 65 holdings worth US$919M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
TFO Wealth Partners, LLC reported 65 holdings worth US$919M as of Jun 30, 2026. Largest: Loews Corporation, Chemed Corp and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$919M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Loews Corporation | 6,750 | US$764K | 0.08% |
| Chemed Corp | 1,109 | US$517K | 0.06% |
| Microsoft Corp. | 927 | US$346K | 0.04% |
| Csw Industrials, Inc. | 800 | US$223K | 0.02% |
| Nvidia Corporation | 1,028 | US$206K | 0.02% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Voya Financial, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| 374water Inc. | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |