Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. is a wealth management and investment advisory firm headquartered in Dallas, Texas. Founded in the early 2000s, the firm specializes in providing comprehensive financial services including investment management, estate planning, and family office solutions primarily to high-net-worth individuals and families. With a staff of around 100 employees, Tolleson serves clients seeking personalized wealth advisory and multi-generational planning.
Investment Strategy
Tolleson Wealth Management offers a diversified and client-focused investment approach, utilizing both traditional and alternative assets to build customized portfolios aligned with clients' risk tolerance, investment objectives, and time horizon. Its philosophy centers on asset allocation, prudent risk management, active portfolio monitoring, and tax-efficient investing. Tolleson blends strategic long-term positioning with tactical adjustments in order to capitalize on market opportunities while protecting capital for families and individuals.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRGF | ISHARES U.S. EQUITY FACTOR ETF | 23.01% | $134.7M | 2,099,726 | $45.82 | $64.13 | +$25.6M |
I INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 16.68% | $97.6M | 2,851,077 | $26.66 | $34.23 | +$13.3M |
Q QUS | SPDR MSCI USA STRATEGICFACTORS ETF | 15.85% | $92.7M | 568,476 | $84.18 | $163.09 | +$1.1M |
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 6.38% | $37.4M | 276,648 | $82.25 | $135.04 | +$3.4M |
V VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 4.29% | $25.1M | 230,015 | $93.96 | $109.20 | +$5.3M |