IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TFO Wealth Partners, LLC

Q1 2021 Holdings

Filed 2021-04-22 | 171 holdings | $730.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Appian Corp Cl A(APPN)COM03782L101$266.0K2,00036.4%
Vanguard Ftse Developed Markets ETF(VEA)COM921943858$237.0K4,826,27132.4%
Boeing Co(BA)COM097023105$118.0K46516.1%
iShares Russell 1000(IWB)COM464287622$20.3K90,8792.8%
Cloudflare Inc(NET)COM18915M107$14.0K2001.9%
iShares Core S&P Small-Cap(IJR)COM464287804$10.5K97,1441.4%
Spdr S&P 500 ETF(SPY)COM78462F103$9.7K24,4321.3%
iShares Core S&P 500(IVV)COM464287200$9.3K23,3861.3%
iShares Russell 1000 Growth(IWF)COM464287614$6.3K25,9500.9%
Vanguard REIT ETF(VNQ)COM922908553$4.3K46,6680.6%
Vanguard Total International Stock ETF(VXUS)COM921909768$4.0K64,1510.6%
Ishares Total US Stock Market ETF(ITOT)COM464287150$4.0K43,4930.5%
iShares Russell 2000(IWM)COM464287655$3.7K16,9310.5%
Vanguard 500 ETF(VOO)COM922908363$3.2K8,6740.4%
Ishares Core Msci Emerging ETF(IEMG)COM46434G103$2.8K43,3350.4%
iShares Msci Acwi(ACWI)COM464288257$1.5K15,4890.2%
iShares Russell 1000 Value(IWD)COM464287598$1.1K7,4020.2%
Vanguard Total Stock Market ETF(VTI)COM922908769$1.0K4,9510.1%
Vanguard Total Bond Market ETF(BND)COM921937835$93010,9780.1%
Apple Inc(AAPL)COM037833100$8897,2740.1%
iShares S&P 500 Growth(IVW)COM464287309$78612,0790.1%
Owens-Corning Inc(OC)COM690742101$7528,1630.1%
Invesco S&P 500 Low Volatility ETF(SPLV)COM46138E354$73512,6440.1%
Vanguard Small Cap Value ETF(VBR)COM922908611$6884,1540.1%
Amazon.com Inc(AMZN)COM023135106$6752180.1%
Pinterest Inc(PINS)COM72352L106$4446,0000.1%
Berkshire Hathaway Inc B(BRK/B)COM084670702$3411,3330.0%
The Trade Desk Inc Com Cl A(TTD)COM88339J105$3254990.0%
iShares Msci Eafe(EFA)COM464287465$3174,1720.0%
Innovator S and P 500 PWR BFR ETF(PMAY)COM45782C318$2859,8730.0%
Innovator S&P 500 Power Buffer ETF New(PJUN)COM45782C748$2758,9770.0%
UnitedHealth Group Inc(UNH)COM91324P102$2607000.0%
Innovator S&P 500 Power Buffer ETF(PDEC)COM45782C540$2598,7100.0%
Delta Air Lines Inc(DAL)COM247361702$2404,9750.0%
Etsy Inc com(ETSY)COM29786A106$2221,1000.0%
Innovator S&P 500 Power Bffr ETF Apr New(PAPR)COM45782C870$2167,8570.0%
Salesforce.com Inc(CRM)COM79466L302$1898900.0%
Twilio Inc(TWLO)COM90138F102$1875500.0%
iShares S&P National Amt-Free Municipal Bond ETF(MUB)COM464288414$1851,5940.0%
iShares Edge Msci USA Quality Factor ETF(QUAL)COM46432F339$1791,4700.0%
Nvidia Corp(NVDA)COM67066G104$1603000.0%
MercadoLibre Inc(MELI)COM58733R102$1471000.0%
Zillow Group Inc(ZG)COM98954M101$1431,1000.0%
Innovator Russell 2000 PWR Bufr ETF(KJUL)COM45782C284$1435,4100.0%
Innovator S&P 500 Power Buffer ETF July(PJUL)COM45782C813$1374,6590.0%
Walt Disney Co(DIS)COM254687106$1347250.0%
Mastercard Inc A(MA)COM57636Q104$1213410.0%
PayPal Holdings Inc(PYPL)COM70450Y103$1215000.0%
Enterprise Products Partners LP(EPD)COM293792107$1195,4040.0%
Fiverr Intl Ltd Ord Shs(FVRR)COMM4R82T106$1195500.0%
Page 1 of 4Next