Tolleson Wealth Management, Inc. - Q42025 Holdings

Tolleson Wealth Management, Inc. holds 92 stocks with a total portfolio value of $ 692.64M as of Q42025. In Q42025, Tolleson Wealth Management, Inc. added 7 new positions, increased stakes in 10 stocks, reduced 40 holdings, and fully exited 5 positions. The largest holding is Ishares U.S. Equity Factor Etf (LRGF), representing 23.52% of the total portfolio.