Long-term investor

Tfo Wealth Partners, LLC @tfowealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001698750).

Record

  • Tracked since 2025-06-30 (434 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.7% · 6 months +15.9% · 1 year +23.2% · all +23.2%
  • Max drawdown 0.0% · Sharpe 1.63 · win rate 18% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921943858 · 32.8% · long · since 2025-06-30
  • 25434V708 · 27.6% · long · since 2025-06-30
  • 25434V799 · 4.1% · long · since 2025-09-30
  • 464287622 · 4.0% · long · since 2025-06-30
  • 25434V724 · 3.3% · long · since 2025-06-30
  • 922020748 · 3.2% · long · since 2025-06-30
  • 25434V609 · 2.9% · long · since 2025-06-30
  • 46641Q654 · 2.7% · long · since 2025-06-30
  • SPY · 1.7% · long · since 2025-06-30
  • 922908553 · 1.6% · long · since 2025-06-30
  • 464287804 · 1.5% · long · since 2025-06-30
  • 25434V732 · 1.5% · long · since 2025-09-30

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