Fund Update: Tolleson Wealth Management, Inc. Just Disclosed New Holdings

Tolleson Wealth Management, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 54,350 shares of $VOTE (~$3,760). This was a increase of ~452.92% from their previous position.
• An increase of 52,141 shares of $SCHB (~$41). This was a increase of ~200.00% from their previous position.
• A decrease of 46,860 shares of $SPY (~$26,659). This was a increase of ~-61.38% from their previous position.
• A decrease of 8,886 shares of $USMV (~$844). This was a increase of ~-40.28% from their previous position.
• An increase of 2,059 shares of $SBUX (~$168). This was a increase of ~63.73% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Tolleson Wealth Management, Inc. for more details.