# EDGAR Filing Document

**Accession Number:** 0001698750
**File Stem:** 0001085146-25-004675
**Filing Date:** 2025-8
**Character Count:** 8714
**Document Hash:** 29031c9fc8d5666e639a65803b418191
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004675.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001085146-25-004675

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TFO Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001698750

**ORGANIZATION NAME:**
- **EIN:** 201017513
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19687
- **FILM NUMBER:** 251194226

**BUSINESS ADDRESS:**
- **STREET 1:** 1440 ARROWHEAD DRIVE
- **CITY:** MAUMEE
- **STATE:** OH
- **ZIP:** 43537
- **BUSINESS PHONE:** 4198919999

**MAIL ADDRESS:**
- **STREET 1:** 1440 ARROWHEAD DRIVE
- **CITY:** MAUMEE
- **STATE:** OH
- **ZIP:** 43537

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TFO-TDC, LLC
- **DATE OF NAME CHANGE:** 20170222

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TFO Wealth Partners LLC<br>**Address:** 1440 ARROWHEAD DRIVE<br>MAUMEE, OH 43537

**Form 13F File Number:** 028-19687

**CRD Number (if applicable):** 000124407

**SEC File Number (if applicable):** 801-62074

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Zowe Clark<br>**Title:** Chief Compliance Officer<br>**Phone:** 419-891-9999

**Signature, Place, and Date of Signing:**

/s/Zowe Clark  Maumee, OH  08-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $568219259

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPS ETF TR | ALERIAN ENERGY | 00162Q676 | BBG005HVCXV1 | 1648141 | 51121 | SH |  | SOLE |  | 0 | 0 | 51121 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | BBG00Q9MQ6T1 | 386080 | 5217 | SH |  | SOLE |  | 0 | 0 | 5217 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 1653945 | 38617 | SH |  | SOLE |  | 0 | 0 | 38617 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 144922562 | 4043598 | SH |  | SOLE |  | 0 | 0 | 4043598 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 23213264 | 549037 | SH |  | SOLE |  | 0 | 0 | 549037 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 7618564 | 119582 | SH |  | SOLE |  | 0 | 0 | 119582 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 20665257 | 382974 | SH |  | SOLE |  | 0 | 0 | 382974 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | BBG00P7KKMR2 | 404000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 326042 | 1794 | SH |  | SOLE |  | 0 | 0 | 1794 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 334294 | 606 | SH |  | SOLE |  | 0 | 0 | 606 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 1706322 | 28424 | SH |  | SOLE |  | 0 | 0 | 28424 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 663412 | 10507 | SH |  | SOLE |  | 0 | 0 | 10507 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 10123709 | 92632 | SH |  | SOLE |  | 0 | 0 | 92632 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 4096032 | 30332 | SH |  | SOLE |  | 0 | 0 | 30332 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 4235863 | 6822 | SH |  | SOLE |  | 0 | 0 | 6822 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | BBG00DST7FD2 | 2354069 | 97075 | SH |  | SOLE |  | 0 | 0 | 97075 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | BBG001S56QV7 | 1493835 | 11616 | SH |  | SOLE |  | 0 | 0 | 11616 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 1446489 | 16182 | SH |  | SOLE |  | 0 | 0 | 16182 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 217190 | 1188 | SH |  | SOLE |  | 0 | 0 | 1188 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 30909878 | 91027 | SH |  | SOLE |  | 0 | 0 | 91027 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 7543538 | 17767 | SH |  | SOLE |  | 0 | 0 | 17767 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 934635 | 4812 | SH |  | SOLE |  | 0 | 0 | 4812 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 4106679 | 19031 | SH |  | SOLE |  | 0 | 0 | 19031 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 481089 | 4370 | SH |  | SOLE |  | 0 | 0 | 4370 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | BBG001SFGXJ3 | 560203 | 5911 | SH |  | SOLE |  | 0 | 0 | 5911 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 2353681 | 46442 | SH |  | SOLE |  | 0 | 0 | 46442 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 3014849 | 59208 | SH |  | SOLE |  | 0 | 0 | 59208 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 1400904 | 63389 | SH |  | SOLE |  | 0 | 0 | 63389 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 320418 | 13446 | SH |  | SOLE |  | 0 | 0 | 13446 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 12023979 | 19461 | SH |  | SOLE |  | 0 | 0 | 19461 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 3878416 | 43548 | SH |  | SOLE |  | 0 | 0 | 43548 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 6322235 | 11130 | SH |  | SOLE |  | 0 | 0 | 11130 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 522526 | 2679 | SH |  | SOLE |  | 0 | 0 | 2679 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 2486844 | 8182 | SH |  | SOLE |  | 0 | 0 | 8182 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 209260 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | BBG01S6YYQV7 | 2350058 | 31106 | SH |  | SOLE |  | 0 | 0 | 31106 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 258595 | 3847 | SH |  | SOLE |  | 0 | 0 | 3847 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 3386403 | 68468 | SH |  | SOLE |  | 0 | 0 | 68468 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | BBG01KH0XWG1 | 225848 | 2911 | SH |  | SOLE |  | 0 | 0 | 2911 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 4432193 | 64151 | SH |  | SOLE |  | 0 | 0 | 64151 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 252227875 | 4424274 | SH |  | SOLE |  | 0 | 0 | 4424274 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | BBG00M0P2VR5 | 760083 | 11604 | SH |  | SOLE |  | 0 | 0 | 11604 |

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