Tolleson Wealth Management, Inc.
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 741,916
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 96 | 741,916 | 13F-HR | Tolleson Wealth Management, Inc. |
| Q1 2026 | 7/28/2026 | 92 | 685,013 | 13F-HR | Tolleson Wealth Management, Inc. |
| Q4 2025 | 2/17/2026 | 92 | 692,639 | 13F-HR | Tolleson Wealth Management, Inc. |
| Q3 2025 | 11/14/2025 | 90 | 646,405 | 13F-HR | Tolleson Wealth Management, Inc. |
| Q2 2025 | 8/28/2025 | 84 | 585,116 | 13F-HR/A - RESTATEMENT | Tolleson Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 84 | 585,117 | 13F-HR | Tolleson Wealth Management, Inc. |
| Q1 2025 | 8/28/2025 | 86 | 518,617 | 13F-HR/A - RESTATEMENT | Tolleson Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.8 K | 3.7% | 4.153 K | 0 | 4.153 K |
| ETFs | 714.1 K | 96.3% | 52.75 K | 0 | 52.75 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
741,916
Holdings
96
QoQ value change ($000)
56,903
(8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.