Arkolith/Funds/Tolleson Wealth Management, Inc.

Tolleson Wealth Management, Inc.

CIK 1772937Wealth platform
Holdings as of Mar 31, 2026·disclosed Jul 28, 2026·~119-day 13F lag·13F-HR
Active Filer

Tolleson Wealth Management, Inc. holds a concentrated book of 92 stocks worth $685.0M as of Q1 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Flexshares Global Upstream N and trimmed Ishares US Equity Factor ETF. Their largest long position is Ishares US Equity Factor ETF at 23% of the equity book. Cloning the disclosed picks since 2025 would be +21% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
28
new positions
Added to
17
existing
Trimmed
28
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.7%
+13.9%/yr · since Feb '25
Their reported book
+24.7%
held from quarter-end
S&P 500
+23.0%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Tolleson Wealth Management, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +24.7%, a 4.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Tolleson Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
65%
Top 10 holdings
80%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Financials
2%
Information Technology
1%
Industrials
0%
Consumer Discretionary
0%
Health Care
0%
Utilities
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tolleson Wealth Management, Inc.

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$74.4B
OSAIC HOLDINGS, INC.79 / 80$14.2B
MORGAN STANLEY78 / 80$394.1B
BANK OF AMERICA CORP /DE/77 / 80$322.1B
WELLS FARGO & COMPANY/MN77 / 80$137.8B
ROYAL BANK OF CANADA77 / 80$103.9B
NewEdge Advisors, LLC77 / 80$5.8B
UBS Group AG76 / 80$112.1B

Ranked by how many of Tolleson Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

92 positions
#SecurityValueShares% PortLast moveHistory
1Ishares U.S. Equity Factor ETF
ETF
$154.2M2.34M
22.5%
−0.4%
Reduced · −10K sh
2Ishares International Equity Factor ETF
ETF
$120.2M3.08M
17.5%
−1.0%
Reduced · −30K sh
3State Street SPDR Msci USA Strategicfactors ETF
ETF
$92.3M537.9K
13.5%
−1.2%
Reduced · −7K sh
4Ishares Core S&P Total U.S. Stock Market ETF
ETF
$38.2M268.1K
5.6%
−1.0%
Reduced · −3K sh
5Vanguard Russell 1000 Growth ETF
ETF
$37.3M340.0K
5.4%
+48%
Added · +110K sh
6Ishares High Yield Muni Active ETF
ETF
$29.4M613.8K
4.3%
+3.2%
Added · +19K sh
7Ishares 0-3 Month Treasury Bond ETF
ETF
$26.6M264.2K
3.9%
−16%
Reduced · −49K sh
8Vanguard Ftse All-World Ex-US Index Fund
ETF
$21.9M292.1K
3.2%
−1.6%
Reduced · −5K sh
9State Street SPDR S&P 500 ETF
ETF
$16.7M25.6K
2.4%
−0.2%
Reduced · −58 sh
10Ishares Msci Intl Quality Factor ETF
ETF
$12.1M262.5K
1.8%
−0.1%
Reduced · −359 sh
11Ishares Msci Eafe ETF
ETF
$8.8M90.4K
1.3%
−2.5%
Reduced · −2K sh
12Vanguard S&P 500 ETF
ETF
$8.6M14.3K
1.2%
+7.6%
Added · +1K sh
13Ishares Russell 1000 Growth ETF
ETF
$6.7M15.6K
1.0%
+1.2%
Added · +190 sh
14Ishares Russell Midcap ETF
ETF
$6.5M67.2K
1.0%
−1.8%
Reduced · −1K sh
15First Trust Smith Unconstrained Bond ETF
ETF
$6.5M261.6K
0.9%
−6.0%
Reduced · −17K sh
16Ishares Broad Usd High Yield Corporate Bond ETF
ETF
$5.7M153.9K
0.8%
+0.2%
Added · +376 sh
17TCW Transform 500 ETF
ETF
$5.2M67.8K
0.8%
+0.8%
Added · +525 sh
18Ishares Russell 1000 Value ETF
ETF
$4.9M22.8K
0.7%
−0.2%
Reduced · −46 sh
19Nuveen Esg Large-Cap ETF
ETF
$4.7M101.9K
0.7%
+31%
Added · +24K sh
20Vanguard Russell 3000 ETF
ETF
$4.7M16.2K
0.7%
Held
21Ishares Msci All Country Asia Ex Japan ETF
ETF
$3.8M39.2K
0.6%
−6.0%
Reduced · −2K sh
22Ishares Core S&P 500 ETF
ETF
$3.4M5.2K
0.5%
−9.7%
Reduced · −565 sh
23Ishares Russell 3000 ETF
ETF
$3.4M9.1K
0.5%
Held
24Ishares Russell Mid-Cap Growth ETF
ETF
$3.3M26.1K
0.5%
−0.3%
Reduced · −70 sh
25Galaxy Digital Inc. CL A
Stock
$3.2M175.0K
0.5%
+21%
Added · +30K sh
26Mastercard Incorporated CL A
Stock
$2.7M5.4K
0.4%
Held
27Goldman Sachs Group Inc Com
Stock
$2.3M2.7K
0.3%
Held
28Invesco S&P Smallcap Momentum ETF
ETF
$2.2M29.5K
0.3%
Held
29Nvidia Corporation Com
Stock
$2.2M12.7K
0.3%
+38%
Added · +4K sh
30Nuveen Esg Emerging Markets Equity ETF
ETF
$2.2M59.7K
0.3%
−1.1%
Reduced · −650 sh
31Impact Shares Affordable Housing MBS ETF
ETF
$2.0M113.3K
0.3%
+59%
Added · +42K sh
32Apple Inc Com
Stock
$2.0M7.7K
0.3%
−0.3%
Reduced · −23 sh
33Microsoft Corp Com
Stock
$2.0M5.3K
0.3%
−0.5%
Reduced · −28 sh
34Vanguard Ftse Europe ETF
ETF
$1.8M22.3K
0.3%
−0.6%
Reduced · −144 sh
35Vanguard Ftse Developed Markets ETF
ETF
$1.8M28.4K
0.3%
Held
36Invesco S&P Smallcap Value With Momentum ETF
ETF
$1.8M30.0K
0.3%
Held
37Ishares Core Msci Emerging Markets ETF
ETF
$1.8M25.8K
0.3%
−2.9%
Reduced · −773 sh
38Schwab U.S. Broad Market ETF
ETF
$1.7M68.0K
0.2%
~0%
Reduced · −1 sh
39Invesco Galaxy Bitcoin ETF
ETF
$1.5M21.5K
0.2%
+65%
Added · +9K sh
40Ishares Short Duration High Yield Muni Active ETF
ETF
$1.4M65.6K
0.2%
Held
41Ishares Broad Usd Investment Grade Corporate Bond ETF
ETF
$1.4M27.5K
0.2%
−6.1%
Reduced · −2K sh
42SPDR Gold Shares
ETF
$1.1M2.5K
0.2%
−13%
Reduced · −365 sh
43Vanguard Total International Stock ETF
ETF
$1.0M13.4K
0.2%
−3.4%
Reduced · −466 sh
44Abrdn Physical Gold Shares ETF
ETF
$1.0M23.1K
0.2%
+134%
Added · +13K sh
45Ishares Core U.S. Aggregate Bond ETF
ETF
$939K9.5K
0.1%
+2.8%
Added · +254 sh
46Ishares Msci USA Min Vol Factor ETF
ETF
$907K9.8K
0.1%
−1.1%
Reduced · −105 sh
47USA Compression Partners LP Com Unit Ltdpar
Stock
$836K30.8K
0.1%
Held
48Nuveen Esg International Developed Markets Equity ETF
ETF
$830K23.0K
0.1%
Held
49Amazon Com Inc Com
Stock
$825K4.0K
0.1%
Held
50Ishares Msci USA Equal Weighted ETF
ETF
$812K8.0K
0.1%
Held
Showing 50 of 92 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jul 28, 202692$685.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202692$692.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202590$646.4M13F-HR
Q2 2025Jun 30, 2025Aug 28, 202584$585.1M13F-HR/A
Q1 2025Mar 31, 2025Aug 28, 202586$518.6M13F-HR/A
Q4 2024Dec 31, 2024Feb 14, 2025103$487.7M13F-HR
Amended / restated
  • Q2 2025 · filed Aug 14, 202513F-HR · superseded
  • Q1 2025 · filed May 15, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.