What does Tolleson Wealth Management, Inc. hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Tolleson Wealth Management, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

ISHARES U.S. EQUITY FACTOR ETF

$163M2.3M23.5%

ISHARES INTERNATIONAL EQUITY FACTOR ETF

$118M3.1M17.0%

STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF

$95M544K13.7%

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

$40M271K5.8%

ISHARES 0-3 MONTH TREASURY BOND ETF

$31M313K4.5%

ISHARES HIGH YIELD MUNI ACTIVE ETF

$29M595K4.2%

VANGUARD RUSSELL 1000 GROWTH ETF

$28M230K4.0%

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

$22M297K3.2%

STATE STR SPDR S&P 500 ETF TR TR UNIT

$18M26K2.5%

ISHARES MSCI INTL QUALITY FACTOR ETF

$12M263K1.7%

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