Tolleson Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdallas, TX
- CIK0001772937
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
103 | $488.00K | LRGF, KRE, INTF, ITOT | 13F-HR | Feb 14, 2025 | 000177293725000004 | ||
82 | $525.00K | LRGF, KRE, INTF, SPY | 13F-HR | Nov 14, 2024 | 000177293724000009 | ||
81 | $508.00K | LRGF, KRE, INTF, ITOT | 13F-HR | Aug 14, 2024 | 000177293724000005 | ||
81 | $512.00K | KRE, LRGF, INTF, ITOT | 13F-HR | May 15, 2024 | 000177293724000002 | ||
83 | $486.00K | KRE, LRGF, INTF, ITOT | 13F-HR | Feb 14, 2024 | 000177293724000001 | ||
77 | $416.00K | KRE, LRGF, INTF, ITOT | 13F-HR | Nov 14, 2023 | 000177293723000008 | ||
80 | $415.00K | KRE, LRGF, INTF, ITOT | 13F-HR | Aug 14, 2023 | 000177293723000005 | ||
73 | $387.00K | KRE, INTF, LRGF, ITOT | 13F-HR | May 15, 2023 | 000177293723000004 | ||
77 | $370.00K | KRE, INTF, IWP, ITOT | 13F-HR | Feb 14, 2023 | 000177293723000001 | ||
69 | $331.79M | KRE, IWP, VPL, EEMA | 13F-HR | Nov 14, 2022 | 000177293722000004 | ||
68 | $353.66M | KRE, EEMA, VPL, IWP | 13F-HR | Aug 15, 2022 | 000177293722000003 | ||
69 | $337.07M | KRE, VPL, EEMA, ITOT | 13F-HR | May 16, 2022 | 000177293722000002 | ||
71 | $371.41M | KRE, EEMA, VPL, IWP | 13F-HR | Feb 14, 2022 | 000177293722000001 | ||
66 | $353.47M | KRE, EEMA, VPL, ITOT | 13F-HR | Nov 15, 2021 | 000177293721000006 | ||
71 | $371.02M | KRE, EEMA, VPL, ITOT | 13F-HR | Aug 13, 2021 | 000177293721000005 | ||
74 | $331.04M | KRE, EEMA, ITOT, VPL | 13F-HR | May 5, 2021 | 000177293721000002 | ||
67 | $301.85M | KRE, EEMA, VPL, ITOT | 13F-HR | Feb 16, 2021 | 000177293721000001 | ||
63 | $247.54M | KRE, EEMA, VPL, SPY | 13F-HR | Nov 16, 2020 | 000177293720000006 | ||
67 | $228.54M | KRE, EEMA, SPY, VPL | RESTATEMENT | Nov 20, 2020 | 000177293720000008 | ||
60 | $228.92M | KRE, SPY, EEMA, VPL | RESTATEMENT | Nov 20, 2020 | 000177293720000007 | ||
60 | $227.89M | KRE, SPY, EEMA, VPL | RESTATEMENT | Aug 25, 2020 | 000177293720000005 | ||
65 | $206.57M | USMV, ACWV, QUAL, SPY | RESTATEMENT | Aug 25, 2020 | 000177293720000004 | ||
60 | $183.49M | USMV, ACWV, SPY, IWV | 13F-HR | Nov 14, 2019 | 000177293719000006 | ||
46 | $145.11M | USMV, ACWV, IWV, FGEN | 13F-HR | Aug 13, 2019 | 000177293719000003 | ||
44 | $144.53M | USMV, HD, ACWV, IWV | 13F-HR | May 9, 2019 | 000177293719000002 | ||
48 | $170.01M | USMV, HD, HYG, AMJ | 13F-HR | Apr 9, 2019 | 000177293719000001 |