Q2 2025 13F Detailed Holdings
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Location
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Dallas, TX
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Holdings as of
-
6/30/2025
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Value ($000)
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$585,116
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Num holdings
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84
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Date filed
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8/28/2025
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Form type
-
13F-HR/A - RESTATEMENT
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Next filing
-
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Note
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Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
TPWM Services, Inc. |
028-19461 |
| 2 |
Tolleson Private Wealth Management, LP |
028-19462 |
| 3 |
Tolleson Private Bank |
028-25384 |