Tolleson Wealth Management, Inc. - Portfolio overview

Tolleson Wealth Management, Inc. has 96 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. LRGF - ISHARES U.S. EQUITY FACTOR ETF, 23.46%
2. INTF - ISHARES INTERNATIONAL EQUITY FACTOR ETF, 16.94%
3. QUS - STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF, 13.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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