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Manager record

Tolleson Wealth Management, Inc.

CIK 1772937 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.43BReported 13F valueQ2 2026 · as filed
188Holdings listed
+106.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $518.6M$518.6MQ1 202586 holdingsQ2 2025: $585.1M$585.1MQ2 202584 holdingsQ3 2025: $646.4M$646.4MQ3 202590 holdingsQ4 2025: $692.6M$692.6MQ4 202592 holdingsQ2 2026: $1.4B$1.4BQ2 2026188 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$741.92M · 96 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$685.01M · 92 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$692.64M · 92 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$646.40M · 90 holdings listed · View original SEC filing ↗
Aug 28 2025 13F-HR/A · period Q1 2025

$518.62M · 86 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 28 2025 13F-HR/A · period Q2 2025

$585.12M · 84 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$585,117 · 84 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology