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 (485 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.0% · 1 year +1.0% · all +1.0%
- Max drawdown n/a · 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
- 78462F103 · 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