Tolleson Wealth Management, Inc. has filed its 13F form on August 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $556 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $135M, Ishares Tr with a value of $97.6M, Spdr Ser Tr Msci Usa Strategic with a value of $92.7M, Ishares Core S&P Total U.S. St with a value of $37.4M, and Vanguard Russell 1000 Growth E with a value of $25.1M.
Examining the 13F form we can see an decrease of $29.2M in the current position value, from $585M to 556M.
Tolleson Wealth Management, Inc. is based out at Dallas, TX
Below you can find more details about Tolleson Wealth Management, Inc. portfolio as well as his latest detailed transactions.
