• 13F History

Tolleson Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$488M
Signature - Title
Amy Armstrong - Chief Operating Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Tolleson Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tolleson Wealth Management, Inc. reported 103 stock holdings with total value $488M as of Q4 2024. Top holdings included LRGF, QUS, INTF, ITOT, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 103 $488M +$23.8M -$51.1M -$27.3M LRGF, QUS, INTF, ITOT, SPY 13F-HR 2/14/2025, 01:36 PM
Q3 2024 82 $525M +$30.3M -$44.1M -$13.8M LRGF, QUS, INTF, SPY, ITOT 13F-HR 11/14/2024, 04:25 PM
Q2 2024 81 $507M +$2.5M -$12.2M -$9.74M LRGF, QUS, INTF, ITOT, VEU 13F-HR 8/14/2024, 10:22 AM
Q1 2024 81 $511M +$22.5M -$34.1M -$11.5M QUS, LRGF, INTF, ITOT, VEU 13F-HR 5/15/2024, 11:36 AM
Q4 2023 83 $485M +$50M -$20.9M +$29.1M QUS, LRGF, INTF, ITOT, UCON 13F-HR 2/14/2024, 03:23 PM
Q3 2023 82 $416M +$26.5M -$13.3M +$13.3M QUS, LRGF, INTF, ITOT, VEU 13F-HR 11/14/2023, 01:38 PM
Q2 2023 83 $415M +$34.2M -$24.8M +$9.45M QUS, LRGF, INTF, ITOT, SPY 13F-HR 8/14/2023, 05:43 PM
Q1 2023 73 $387M +$64.9M -$67.9M -$2.96M QUS, INTF, LRGF, ITOT, SPY 13F-HR 5/15/2023, 02:09 PM
Q4 2022 77 $369M +$49.6M -$40.9M +$8.67M QUS, INTF, IWP, ITOT, VPL 13F-HR 2/14/2023, 10:21 AM
Q3 2022 69 $332M +$8.62M -$5.79M +$2.83M QUS, IWP, VPL, EEMA, UCON 13F-HR 11/14/2022, 10:26 AM
Q2 2022 68 $354M +$71.6M -$6.64M +$65M QUS, EEMA, VPL, IWP, UCON 13F-HR 8/15/2022, 01:21 PM
Q1 2022 69 $337M +$4.92M -$15.6M -$10.6M QUS, VPL, EEMA, ITOT, SPY 13F-HR 5/16/2022, 01:06 PM
Q4 2021 71 $371M +$13.4M -$11.4M +$2.06M QUS, EEMA, VPL, IWP, ITOT 13F-HR 2/14/2022, 11:08 AM
Q3 2021 66 $353M +$2.67M -$12M -$9.37M QUS, EEMA, VPL, ITOT, SPY 13F-HR 11/15/2021, 12:37 PM
Q2 2021 71 $371M +$23.4M -$8.03M +$15.4M QUS, EEMA, VPL, ITOT, SPY 13F-HR 8/13/2021, 12:33 PM
Q1 2021 74 $331M +$20.4M -$5.3M +$15.1M QUS, EEMA, ITOT, VPL, SPY 13F-HR 5/5/2021, 10:58 AM
Q4 2020 67 $302M +$39.9M -$1.5M +$38.4M QUS, EEMA, VPL, ITOT, IWP 13F-HR 2/16/2021, 01:18 PM
Q3 2020 63 $248M +$10.8M -$5.88M +$4.93M QUS, EEMA, VPL, SPY, ITOT 13F-HR 11/16/2020, 12:00 PM
Q2 2020 67 $229M +$8.64M -$45.1M -$36.5M QUS, EEMA, SPY, VPL, ITOT Restatement 11/20/2020, 01:55 PM
Q1 2020 60 $229M +$149M -$82.6M +$66.1M QUS, SPY, EEMA, VPL, IWP Restatement 11/20/2020, 01:49 PM
Q4 2019 65 $207M +$19.4M -$5.46M +$13.9M USMV, ACWV, QUAL, SPY, IWV Restatement 8/25/2020, 01:32 PM
Q3 2019 60 $183M +$47.5M -$10.7M +$36.7M USMV, ACWV, SPY, IWV, EFA 13F-HR 11/14/2019, 10:26 AM
Q2 2019 46 $145M +$8.5M -$12.8M -$4.31M USMV, ACWV, IWV, FGEN, ACWX 13F-HR 8/13/2019, 12:21 PM
Q1 2019 44 $145M +$5.64M -$13.6M -$8M USMV, HD, ACWV, IWV, ACWX 13F-HR 5/9/2019, 04:13 PM
Q4 2018 48 $170M USMV, HD, HYG, AMJ, IWV 13F-HR 4/9/2019, 10:56 AM