Tolleson Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001772937
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 83 485,333 QUS, LRGF, INTF, ITOT 13F-HR 2/14/2024 000177293724000001
Q3 2023 77 415,577 QUS, LRGF, INTF, ITOT 13F-HR 11/14/2023 000177293723000008
Q2 2023 80 414,613 QUS, LRGF, INTF, ITOT 13F-HR 8/14/2023 000177293723000005
Q1 2023 73 386,753 QUS, INTF, LRGF, ITOT 13F-HR 5/15/2023 000177293723000004
Q4 2022 77 369,234 QUS, INTF, IWP, ITOT 13F-HR 2/14/2023 000177293723000001
Q3 2022 69 331,785 QUS, IWP, VPL, EEMA 13F-HR 11/14/2022 000177293722000004
Q2 2022 68 353,656 QUS, EEMA, VPL, IWP 13F-HR 8/15/2022 000177293722000003
Q1 2022 69 337,069 QUS, VPL, EEMA, ITOT 13F-HR 5/16/2022 000177293722000002
Q4 2021 71 371,408 QUS, EEMA, VPL, IWP 13F-HR 2/14/2022 000177293722000001
Q3 2021 66 353,466 QUS, EEMA, VPL, ITOT 13F-HR 11/15/2021 000177293721000006
Q2 2021 71 371,022 QUS, EEMA, VPL, ITOT 13F-HR 8/13/2021 000177293721000005
Q1 2021 74 331,042 QUS, EEMA, ITOT, VPL 13F-HR 5/5/2021 000177293721000002
Q4 2020 67 301,852 QUS, EEMA, VPL, ITOT 13F-HR 2/16/2021 000177293721000001
Q3 2020 63 247,544 QUS, EEMA, VPL, SPY 13F-HR 11/16/2020 000177293720000006
Q2 2020 67 228,545 QUS, EEMA, SPY, VPL RESTATEMENT 11/20/2020 000177293720000008
Q1 2020 60 228,920 QUS, SPY, EEMA, VPL RESTATEMENT 11/20/2020 000177293720000007
Q4 2019 65 206,569 USMV, ACWV, QUAL, SPY RESTATEMENT 8/25/2020 000177293720000004
Q3 2019 60 183,485 USMV, ACWV, SPY, IWV 13F-HR 11/14/2019 000177293719000006
Q2 2019 46 145,111 USMV, ACWV, IWV, FGEN 13F-HR 8/13/2019 000177293719000003
Q1 2019 44 144,525 USMV, HD, ACWV, IWV 13F-HR 5/9/2019 000177293719000002
Q4 2018 48 170,007 USMV, HD, HYG, AMJ 13F-HR 4/9/2019 000177293719000001
Additional filings from Tolleson Wealth Management, Inc. that have since been restated