Tolleson Wealth Management, Inc.

Q1 2025 13F Holdings

Location
Dallas, TX
Holdings as of
3/31/2025
Value ($000)
$518,617
Num holdings
86
Date filed
8/27/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/14/2025
Next filing
8/28/2025
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type