Arkolith/Funds/TFO Wealth Partners, LLC

TFO Wealth Partners, LLC

CIK 1698750Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

TFO Wealth Partners, LLC holds a concentrated book of 65 stocks worth $919.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares MBS ETF and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 33% of the equity book.

Opened
5
bought for the first time
Added to
35
already held, bought more
Trimmed
15
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
84%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Financials
0%
Information Technology
0%
Health Care
0%
Materials
0%
Consumer Discretionary
0%
Energy
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as TFO Wealth Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY77 / 65$373.4B
OSAIC HOLDINGS, INC.77 / 65$14.7B
JPMORGAN CHASE & CO76 / 65$317.8B
ENVESTNET ASSET MANAGEMENT INC76 / 65$103.2B
ROYAL BANK OF CANADA76 / 65$94.6B
LPL Financial LLC76 / 65$85.4B
RAYMOND JAMES FINANCIAL INC76 / 65$74.9B
NewEdge Advisors, LLC75 / 65$7.8B

Ranked by the share of each fund's own book sitting in the names it shares with TFO Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

65 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$301.6M4.23M
32.8%
−1.4%
Reduced · −61K sh
2Dimensional ETF Trust
US COR EQU 2 ETF
$253.4M5.71M
27.6%
+22%
Added · +1.0M sh
3Dimensional ETF Trust
INTL CORE EQUITY
$38.0M1.02M
4.1%
+114%
Added · +544K sh
4Ishares TR
RUS 1000 ETF
$36.9M90.2K
4.0%
−0.5%
Reduced · −454 sh
5Dimensional ETF Trust
US MKTWIDE VALUE
$30.4M553.1K
3.3%
−1.1%
Reduced · −6K sh
6Vanguard Malvern FDS
CORE BD ETF
$29.1M376.9K
3.2%
+168%
Added · +236K sh
7Dimensional ETF Trust
US TARGETED VLU
$26.7M381.7K
2.9%
−3.8%
Reduced · −15K sh
8J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$25.1M492.2K
2.7%
+7.5%
Added · +34K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$15.2M20.4K
1.7%
+3.0%
Added · +592 sh
10Vanguard Index FDS
REAL ESTATE ETF
$14.3M148.3K
1.6%
+54%
Added · +52K sh
11Ishares TR
CORE S&P SCP ETF
$13.7M92.5K
1.5%
+0.1%
Added · +65 sh
12Dimensional ETF Trust
EMERGING MKTS CO
$13.7M336.4K
1.5%
+95%
Added · +164K sh
13Dimensional ETF Trust
US SMALL CAP ETF
$10.1M123.3K
1.1%
−1.7%
Reduced · −2K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$9.7M14.1K
1.1%
+0.2%
Added · +35 sh
15Ishares TR
RUS 1000 GRW ETF
$9.1M73.6K
1.0%
+306%
Added · +55K sh
16Vanguard Mun BD FDS
CORE TAX EXEMPT
$8.8M115.1K
1.0%
+39%
Added · +33K sh
17Vanguard BD Index FDS
TOTAL BND MRKT
$7.5M102.0K
0.8%
+166%
Added · +64K sh
18Ishares TR
RUSSELL 2000 ETF
$6.1M20.2K
0.7%
+7.4%
Added · +1K sh
19Vanguard Star FDS
VG TL INTL STK F
$5.5M64.2K
0.6%
Held
20Ishares TR
CORE S&P500 ETF
$5.1M6.8K
0.6%
−4.7%
Reduced · −337 sh
21Ishares TR
CORE S&P TTL STK
$5.0M30.4K
0.5%
+0.1%
Added · +38 sh
22Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.2M70.6K
0.5%
−0.8%
Reduced · −546 sh
23Vanguard Index FDS
TOTAL STK MKT
$3.6M9.7K
0.4%
+3.5%
Added · +325 sh
24J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.5M70.1K
0.4%
+10%
Added · +7K sh
25American Centy ETF TR
INTL EQT ETF
$3.5M39.5K
0.4%
+37%
Added · +11K sh
26Vanguard Instl Index FD
0 3 MO TR BI ETF
$3.5M45.8K
0.4%
−8.2%
Reduced · −4K sh
27Ishares Inc
CORE MSCI EMKT
$2.6M31.2K
0.3%
−1.8%
Reduced · −570 sh
28Ishares TR
IBONDS DEC2026
$2.4M100.6K
0.3%
+1.0%
Added · +997 sh
29Vanguard Instl Index FD
ULTR SHOR TR ETF
$2.2M29.1K
0.2%
+66%
Added · +12K sh
30ALPS ETF TR
ALERIAN ENERGY
$1.9M51.1K
0.2%
Held
31Ishares TR
MSCI ACWI ETF
$1.9M11.8K
0.2%
+0.6%
Added · +75 sh
32Vanguard BD Index FDS
VANGUARD ULTRA
$1.8M36.3K
0.2%
+0.6%
Added · +218 sh
33Dimensional ETF Trust
INTERNATNAL VAL
$1.8M33.2K
0.2%
+0.5%
Added · +164 sh
34Schwab Strategic TR
INTL EQTY ETF
$1.8M64.1K
0.2%
+0.4%
Added · +258 sh
35Ishares TR
MSCI EAFE ETF
$1.6M15.0K
0.2%
−0.8%
Reduced · −122 sh
36Ishares TR
RUS 1000 VAL ETF
$1.5M6.1K
0.2%
+0.5%
Added · +30 sh
37Dimensional ETF Trust
US REAL ESTA ETF
$1.4M51.8K
0.1%
~0%
Added · +23 sh
38American Centy ETF TR
AVANTIS EMGMKT
$1.1M11.3K
0.1%
+65%
Added · +4K sh
39Ishares Inc
MSCI EMRG CHN
$1.1M10.6K
0.1%
Held
40American Centy ETF TR
US EQT ETF
$1.0M8.1K
0.1%
−5.4%
Reduced · −463 sh
41Dimensional ETF Trust
US SUSTAINABILTY
$1.0M22.0K
0.1%
+0.2%
Added · +50 sh
42Loews Corp
COM
$764K6.8K
0.1%
Held
43Ishares TR
S&P 500 GRWT ETF
$755K5.5K
0.1%
−22%
Reduced · −2K sh
44Ea Series Trust
FREEDOM 100 EM
$729K10.0K
0.1%
Held
45Ishares TR
CORE MSCI EAFE
$668K6.9K
0.1%
+3.3%
Added · +219 sh
46Invesco QQQ TR
UNIT SER 1
$659K895
0.1%
+33%
Added · +222 sh
47Vanguard Index FDS
SM CP VAL ETF
$657K2.7K
0.1%
+3.6%
Added · +95 sh
48Ishares TR
MBS ETF
$656K6.9K
0.1%
New
New position
49Select Sector SPDR TR
ST STR UTIL ETF
$617K13.6K
0.1%
New
New position
50Ishares TR
U.S. REAL ES ETF
$605K5.9K
0.1%
Held
Showing 50 of 65 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202665$919.3M13F-HR
Q1 2026Mar 31, 2026May 8, 202672$735.4M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202651$668.2M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202550$613.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.