DFX Intelligence
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T••••••• W••••• M•••••••••
Outsourced family office provider· Dallas, TX
Outsourced family office provider, based in Dallas, TX.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- Not established
- 13F holdings
- $742M
- Last deployment
- Aug 2026
Form 13F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 3
Readings, classification basis and verificationidentity confidence 90% · 17 observations · 3 sourcesShowHide
Outsourced family office providerVerified Sep 14, 2026 (9 days ago)1 people · 0 investments · 96 public positions · 3 events
Why this class: T••••••• W••••• M••••••••• began as the T••••••• family's office and now sells family office and private banking services to many client families..
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 41% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Dallas, TX
- Office address
- unknown
- Business phone
- unknown
- Website
- t•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $97.8M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $742M. Related foundation assets $97.8M. These are different facts and are never added together.
- Form 13F
- $742M across 96 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 14, 2026Outsourced family office provider 90%T••••••• W••••• M••••••••• began as the T••••••• family's office and now sells family office and private banking services to many client families.Factverifiedt•••••••••.com“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as keeps the books (W••• F••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C••••••• P•••••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Aug 13, 2026) | sec.gov Fact |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings40 positionsshow
Form 13F holdings
Top 40 positions of 96 for the quarter ended Jun 30, 2026; $711M shown of $742M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• U••• E••••• F••••• E•• | ETF | $176M | 2,326,510 | 23.7% |
| I•••••• I••••••••• E••••• F••••• E•• | ETF | $126M | 3,078,519 | 17.0% |
| S•••• S••••• S••• M••• U•• S••••••••• E•• | ETF | $95.7M | 511,934 | 12.9% |
| I•••••• C••• S•• T•••• U••• S•••• M••••• E•• | ETF | $43.9M | 267,378 | 5.9% |
| V••••••• R•••••• 1••• G••••• E•• | ETF | $43.5M | 340,015 | 5.9% |
| I•••••• H••• Y•••• M••• A••••• E•• | ETF | $31.2M | 625,952 | 4.2% |
| I•••••• 0•• M•••• T••••••• B••• E•• | ETF | $26.8M | 266,040 | 3.6% |
| V••••••• F••• A•••••••• E•••• I•••• F••• | ETF | $24.4M | 291,927 | 3.3% |
| S•••• S••••• S••• S•• 5•• E•• | ETF | $20.1M | 26,871 | 2.7% |
| I•••••• M••• I••• Q•••••• F••••• E•• | ETF | $12.8M | 259,003 | 1.7% |
| V••••••• S•• 5•• E•• | ETF | $9.7M | 14,147 | 1.3% |
| I•••••• M••• E••• E•• | ETF | $8.6M | 82,474 | 1.2% |
| I•••••• R•••••• 1••• G••••• E•• | ETF | $7.2M | 57,800 | 1.0% |
| I•••••• R•••••• M••••• E•• | ETF | $6.6M | 60,023 | 0.9% |
| F•••• T•••• S•••• U••••••••• B••• E•• | ETF | $6.4M | 257,263 | 0.9% |
| I•••••• B•••• U•• H••• Y•••• C•••••••• B••• E•• | ETF | $5.6M | 150,600 | 0.8% |
| V••••••• R•••••• 3••• E•• | ETF | $5.4M | 16,221 | 0.7% |
| I•••••• R•••••• 1••• V•••• E•• | ETF | $5.1M | 20,958 | 0.7% |
| G••••• D•••••• I••• C• A• | Stock | $4.8M | 175,000 | 0.6% |
| N••••• E•• L•••••••• E•• | ETF | $4.6M | 84,162 | 0.6% |
| I•••••• M••• A•• C•••••• A••• E• J•••• E•• | ETF | $4.1M | 33,957 | 0.5% |
| I•••••• C••• S•• 5•• E•• | ETF | $3.9M | 5,240 | 0.5% |
| I•••••• R•••••• 3••• E•• | ETF | $3.9M | 9,066 | 0.5% |
| M••••••••• I••••••••• C• A• | Stock | $2.8M | 5,388 | 0.4% |
| I•••••• S•• S••••••• M••••••• E•• | ETF | $2.8M | 29,468 | 0.4% |
| I•••••• R•••••• M•••••• G••••• E•• | ETF | $2.7M | 18,646 | 0.4% |
| G•••••• S•••• G•••• I•• C•• | Stock | $2.7M | 2,683 | 0.4% |
| N••••• C••••••••• C•• | Stock | $2.5M | 12,710 | 0.3% |
| A•••• I•• C•• | Stock | $2.2M | 7,712 | 0.3% |
| I•••••• S•• S••••••• V•••• W••• M••••••• E•• | ETF | $2.1M | 30,000 | 0.3% |
| V••••••• F••• D•••••••• M•••••• E•• | ETF | $2.0M | 28,361 | 0.3% |
| I•••••• C••• M••• E••••••• M•••••• E•• | ETF | $2.0M | 24,092 | 0.3% |
| M•••••••• C••• C•• | Stock | $2.0M | 5,277 | 0.3% |
| I••••• S••••• A••••••••• H•••••• M•• E•• | ETF | $2.0M | 113,332 | 0.3% |
| V••••••• F••• E••••• E•• | ETF | $1.8M | 20,631 | 0.2% |
| S••••• U••• B•••• M••••• E•• | ETF | $1.8M | 62,668 | 0.2% |
| N••••• E•• E••••••• M•••••• E••••• E•• | ETF | $1.4M | 34,096 | 0.2% |
| T•• T•••••••• 5•• E•• | ETF | $1.4M | 15,828 | 0.2% |
| I•••••• B•••• U•• I••••••••• G•••• C•••••••• B••• E•• | ETF | $1.3M | 26,154 | 0.2% |
| I•••••• G••••• B•••••• E•• | ETF | $1.3M | 21,530 | 0.2% |
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline6show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factt•••••••••.com
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
Sources and evidence17show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 17 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($97,779,232)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1539)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 96 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 92 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Form13f table v•••• usd | $742M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Form13f table v•••• usd | $685M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Foundation books keeper | W••• F••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | Dallas, TX | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Dallas, TX | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.com | Fact |