Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. reported 96 holdings worth US$742M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Tolleson Wealth Management, Inc. reported 96 holdings worth US$742M as of Jun 30, 2026. Largest: Galaxy Digital Inc., Mastercard Incorporated and Goldman Sachs Group, Inc. (the). Filed Aug 13, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$742M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Galaxy Digital Inc. | 175K | US$4.78M | 0.64% |
| Mastercard Incorporated | 5,388 | US$2.77M | 0.37% |
| Goldman Sachs Group, Inc. (the) | 2,683 | US$2.71M | 0.37% |
| Nvidia Corporation | 12,710 | US$2.54M | 0.34% |
| Apple Inc | 7,712 | US$2.23M | 0.30% |
| Microsoft Corp. | 5,277 | US$1.97M | 0.27% |
| Unitedhealth Group Incorporated | 2,942 | US$1.22M | 0.16% |
| Amazon.com, Inc. | 3,976 | US$948K | 0.13% |
| Usa Compression Partners, Lp | 30,837 | US$814K | 0.11% |
| D.r. Horton, Inc. | 4,906 | US$799K | 0.11% |
| Netapp, Inc. | 4,291 | US$664K | 0.09% |
| Sysco Corporation | 7,920 | US$662K | 0.09% |
| Caterpillar, Inc. | 600 | US$639K | 0.09% |
| Intel Corporation | 4,003 | US$559K | 0.08% |
| Visa Inc. | 1,615 | US$554K | 0.07% |
| Automatic Data Processing, Inc. | 2,205 | US$494K | 0.07% |
| Adobe Inc. | 2,259 | US$463K | 0.06% |
| Affiliated Managers Group, Inc. | 1,322 | US$447K | 0.06% |
| Starbucks Corporation | 3,201 | US$327K | 0.04% |
| Cbre Group Inc | 2,000 | US$269K | 0.04% |
| Intuit Inc. | 969 | US$253K | 0.03% |
| Estee Lauder Companies, Inc. (the) | 3,047 | US$241K | 0.03% |
| Boeing Company (the) | 1,100 | US$238K | 0.03% |
| Kronos Worldwide Inc | 37,595 | US$238K | 0.03% |
| Berkshire Hathaway Inc. | 468 | US$234K | 0.03% |
| Universal Display Corporation | 2,494 | US$216K | 0.03% |
Source
View original at SEC
Related