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Manager record

Tolleson Wealth Management, Inc.

CIK 1772937 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Aug 13 2026 13F-HR · period Q2 2026

$741.92M · 96 positions · View original SEC filing ↗

Jul 28 2026 13F-HR · period Q2 2026

$685.01M · 92 positions · View original SEC filing ↗

Feb 17 2026 13F-HR · period Q4 2025

$692.64M · 92 positions · View original SEC filing ↗

Nov 14 2025 13F-HR · period Q3 2025

$646.40M · 90 positions · View original SEC filing ↗

Aug 28 2025 13F-HR/A · period Q1 2025

$518.62M · 86 positions · amendment (restatement) · View original SEC filing ↗

Aug 28 2025 13F-HR/A · period Q2 2025

$585.12M · 84 positions · amendment (restatement) · View original SEC filing ↗

Aug 14 2025 13F-HR · period Q2 2025

$585,117 · 84 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: · latest filing Aug 13, 2026 · Change methodology