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Tfo-tdc, LLC
TFO-TDC, LLC, now operating as TFO Wealth Partners, is an SEC-registered investment adviser headquartered in Maumee, Ohio. Founded in 1986, the firm provides wealth management, investment advisory, family office, retirement plan, estate planning, and tax consulting services to high-net-worth individuals, families, businesses, trusts, and family offices. With over 30 years of history, TFO Wealth Partners employs a team of around 40 people across offices in Ohio, Texas, and Virginia, offering fiduciary, personalized solutions for complex financial lives, including trust company services and philanthropic planning.
Investment Strategy
TFO Wealth Partners employs an academically-grounded, evidence-based investment approach, building globally diversified portfolios customized for each client's goals, risk tolerance, and timeline. Portfolios utilize mutual funds and ETFs to capture market, small-cap, value, and equity risk premiums backed by academic research, and are designed with automated monitoring, tax-efficient strategies including loss harvesting, and ongoing rebalancing. The firm provides holistic wealth planning with a fiduciary standard, supporting clients' long-term goals through customized strategies and technology-driven monitoring, always aligning each client's wealth, goals, and values.
Latest 13F Filing Activity
Tfo-tdc, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $613M. The fund increased holdings in Dimensional Etf Trust, Vanguard Tax-managed FDS, Dimensional Etf Trust among other positions. Tfo-tdc, LLC reduced exposure to Vanguard Index FDS, Vanguard Index FDS, Alps Etf TR among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 42.85% | $262.8M | 4,386,591 | $50.89 | $59.92 | +$10.6M |
D DFAC | DIMENSIONAL ETF TRUST | 25.81% | $158.3M | 4,104,437 | $25.82 | $38.57 | +$13.4M |
I IWB | ISHARES TR | 5.42% | $33.3M | 91,027 | $306.90 | $365.48 | +$2.4M |
D DFUV | DIMENSIONAL ETF TRUST | 4.04% | $24.8M | 554,729 | $33.34 | $44.69 | +$1.6M |
D DFAT | DIMENSIONAL ETF TRUST | 3.62% | $22.2M | 381,268 | $45.17 | $58.21 | +$1.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
M Matthew Sheridan | Chief Investment Officer | Philadelphia, PA , United States | |
 | Financial Planner | Toledo, OH , United States | |
 | Partner | Toledo, OH , United States |
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