Tolleson Wealth Management, Inc. Last Quarter Change: USA Stocks, Added

Tolleson Wealth Management, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Tolleson Wealth Management, Inc. opened 2 positions, added to 9, reduced 1, sold out of 1 and left 15 unchanged. The largest increase in value was GLXY (+$1,555,750); the largest decrease was ABT (-$221,665).

AAPL: Country of operation United States; Class Stock; Shares 2026-03-31 7,694; Shares 2026-06-30 7,712.
NTAP: Country of operation United States; Class Stock; Shares 2026-03-31 4,282; Shares 2026-06-30 4,291.
DHI: Country of operation United States; Class Stock; Shares 2026-03-31 4,901; Shares 2026-06-30 4,906.
AMZN: Country of operation United States; Class Stock; Shares 2026-03-31 3,960; Shares 2026-06-30 3,976.

Two Form 13F-HR filings compared (SEC CIK 1772937): 2026-03-31 (filed 2026-07-28) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
AAPL APPLE INC COM	United States	Stock	7,694	7,712	+18	$1,952,660	$2,231,544	+$278,884
NTAP NETAPP INC COM	United States	Stock	4,282	4,291	+9	$438,434	$664,075	+$225,641
DHI D R HORTON INC COM	United States	Stock	4,901	4,906	+5	$672,515	$799,089	+$126,574
AMZN AMAZON COM INC COM	United States	Stock	3,960	3,976	+16	$824,749	$947,640	+$122,891
V VISA INC COM CL A	United States	Stock	1,446	1,615	+169	$436,929	$553,966	+$117,037
SYY SYSCO CORP COM	United States	Stock	7,908	7,920	+12	$564,078	$661,954	+$97,876
AMG AFFILIATED MANAGERS GROUP COM	United States	Stock	1,319	1,322	+3	$364,967	$447,365	+$82,398
KRO KRONOS WORLDWIDE INC COM	United States	Stock	32,045	37,595	+5,550	$210,536	$237,976	+$27,440
MSFT MICROSOFT CORP COM	United States	Stock	5,269	5,277	+8	$1,950,426	$1,968,427	+$18,001

Similar Firms

Firm Name	Country	13F Value	Holdings
GREENUP STREET WEALTH MANAGEMENT LLC	United States	$0.693B	119
JBF Capital, Inc.	United States	$0.693B	78
CFM WEALTH PARTNERS LLC	United States	$0.693B	144
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	United States	$0.693B	132
MIROVA	France	$0.694B	92
ARKANSAS FINANCIAL GROUP, INC.	United States	$0.694B	92
Leelyn Smith, LLC	United States	$0.692B	150
EagleClaw Capital Managment, LLC	United States	$0.691B	144
Integrity Advisory Solutions, LLC	United States	$0.694B	266
Artemis Wealth Advisors, LLC	United States	$0.695B	40