Tolleson Wealth Management, Inc.
Top Portfolio Positions
33 positions ·
$46,403,738 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
25,707 | $17,530,117 | 37.78% | |
| GLXY |
Galaxy Digital Inc.
Financial Services
|
145,000 | $3,242,200 | 6.99% | |
| MA |
Mastercard Inc
Financial Services
|
5,388 | $3,075,901 | 6.63% | |
| MSFT |
Microsoft Corp
Technology
|
5,297 | $2,561,735 | 5.52% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,683 | $2,358,357 | 5.08% | |
| AAPL |
Apple Inc.
Technology
|
7,717 | $2,097,943 | 4.52% | |
| NVDA |
Nvidia Corp
Technology
|
9,210 | $1,717,665 | 3.70% | |
| BTCO |
Invesco Galaxy Bitcoin ETF
|
13,030 | $1,135,825 | 2.45% | |
| GLD |
Spdr Gold Trust
|
2,821 | $1,117,990 | 2.41% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
2,947 | $972,834 | 2.10% |
Portfolio Trend
Holdings in MIN
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $338,323 | 129,626 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $347,397 | 129,626 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $351,286 | 129,626 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $348,693 | 129,626 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $344,805 | 129,626 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $352,582 | 129,626 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $355,203 | 133,535 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $348,023 | 130,836 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $350,640 | 130,836 | Shares | Defined | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||