Long-term investor
Tolleson Wealth Management, Inc. @tollesonwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001772937).
Record
- Tracked since 2025-06-30 (445 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +16.3% · all +16.3%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LRGF · 23.7% · long · since 2025-06-30
- INTF · 17.0% · long · since 2025-06-30
- QUS · 12.9% · long · since 2025-06-30
- ITOT · 5.9% · long · since 2025-06-30
- VONG · 5.9% · long · since 2025-06-30
- HIMU · 4.2% · long · since 2025-06-30
- SGOV · 3.6% · long · since 2025-12-31
- VEU · 3.3% · long · since 2025-06-30
- SPY · 2.7% · long · since 2025-06-30
- IQLT · 1.7% · long · since 2025-06-30
- VOO · 1.3% · long · since 2025-06-30
- EFA · 1.2% · long · since 2025-06-30