Holdings
Tolleson Wealth Management, Inc.
As of Jun 30, 2026, Tolleson Wealth Management, Inc. reported 26 positions worth US$27.3M. Largest: Galaxy Digital Inc., Mastercard Incorporated and Goldman Sachs Group, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Galaxy Digital Inc. | 175K | US$4.78M | first report | Jun 30, 2026 |
| Mastercard Incorporated | 5,388 | US$2.77M | first report | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 2,683 | US$2.71M | first report | Jun 30, 2026 |
| Nvidia Corporation | 12,710 | US$2.54M | first report | Jun 30, 2026 |
| Apple Inc | 7,712 | US$2.23M | first report | Jun 30, 2026 |
| Microsoft Corp. | 5,277 | US$1.97M | first report | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 2,942 | US$1.22M | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 3,976 | US$948K | first report | Jun 30, 2026 |
| Usa Compression Partners, Lp | 30,837 | US$814K | first report | Jun 30, 2026 |
| D.r. Horton, Inc. | 4,906 | US$799K | first report | Jun 30, 2026 |