Tolleson Wealth Management, Inc. Q2 2025 Portfolio
Sym
Weight
Trade Impact
Company
Class
Share Change
Activity
Value Change $
Value $
* Price $
Shares
Principal
Filing 2025 Q2 - Restatement compared to 2025 Q1 - Restatement by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Amy Armstrong
Chief Operations Officer
Dallas, Texas
28 Aug 2025
This Amendment No. 1 to the Form 13F for the quarter ended June 30, 2025, originally filed by Tolleson Wealth Management, Inc. with the U.S. Securities and Exchange Commission (the "SEC") on August 14, 2025, is being filed to: (i) restate the values previously reported in Column 4 of the Information Table such that each figure is presented to the nearest dollar, rather than rounded to the nearest thousand, and (ii) correspondingly, revise the Form 13F Information Table Value on the Summary Page to reflect the aggregate value rounded to the nearest dollar (each of the foregoing as required by the SEC beginning January 3, 2023).
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