Holdings
TFO Wealth Partners, LLC
As of Jun 30, 2026, TFO Wealth Partners, LLC reported 5 positions worth US$2.05M. Largest: Loews Corporation, Chemed Corp and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Loews Corporation | 6,750 | US$764K | no change | Jun 30, 2026 |
| Chemed Corp | 1,109 | US$517K | −1,100 | Jun 30, 2026 |
| Microsoft Corp. | 927 | US$346K | −56 | Jun 30, 2026 |
| Csw Industrials, Inc. | 800 | US$223K | no change | Jun 30, 2026 |
| Nvidia Corporation | 1,028 | US$206K | −260 | Jun 30, 2026 |