LBJ Family Wealth Advisors

Latest statistics and disclosures from LBJ Family Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWF, IWD, IWS, IWP, IWN, and represent 69.19% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 7 stocks: VGT, VTWV, IWB, VTWG, EZM, IWO, CPB.
  • Started 1 new stock position in VGT.
  • Reduced shares in these 10 stocks: IWF, IWP, VNQ, IWS, IWN, IWD, WIP, VXUS, EFA, VTI.
  • LBJ Family Wealth Advisors was a net seller of stock by $-4.0M.
  • LBJ Family Wealth Advisors has $145M in assets under management (AUM), dropping by 8.47%.
  • Central Index Key (CIK): 0001601622

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Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ishares Rus 1000 Grw ETF Etf (IWF) 23.0 $33M -3% 110k 303.17
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ishares Rus 1000 Val ETF Etf (IWD) 19.4 $28M 170k 165.25
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ishares Rus MDCP Val ETF Etf (IWS) 10.1 $15M -4% 125k 116.29
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ishares Rus MD CP Grw ETF Etf (IWP) 9.8 $14M -5% 136k 104.46
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ishares Rus 2000 Val ETF Etf (IWN) 6.9 $10M -2% 64k 155.33
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SPDR Series Trust DB Int. Gvt. ETF Etf (WIP) 6.5 $9.5M 226k 41.94
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ishares MSCI EAFE ETF Etf (EFA) 5.0 $7.2M 95k 75.35
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ishares Rus 2000 Grw ETF Etf (IWO) 4.6 $6.6M 26k 252.24
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Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO) 4.1 $6.0M 146k 41.10
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Vanguard Index Fds. REIT ETF Etf (VNQ) 2.0 $2.9M -17% 33k 88.37
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Vanguard Russell 1000 Value ETF Etf (VONV) 1.1 $1.6M 22k 72.55
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Vanguard Russell 2000 Value ETF Etf (VTWV) 1.0 $1.4M 11k 136.58
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ishares MSCI EMG MKT ETF Etf (EEM) 0.9 $1.3M 33k 40.21
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Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.3M -4% 5.6k 237.18
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Texas Capital Bancshares common (TCBI) 0.9 $1.2M 19k 64.62
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ishares Rus 1000 ETF Etf (IWB) 0.8 $1.2M 4.6k 262.37
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Vanguard Russell 1000 Growth ETF Etf (VONG) 0.7 $1.0M 13k 78.06
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Vanguard Russell 2000 Growth ETF Etf (VTWG) 0.6 $815k 4.4k 183.52
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Campbell Soup common (CPB) 0.6 $804k 19k 43.24
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Wisdomtree Tr Us Midcp Earning Etf (EZM) 0.4 $610k 11k 57.36
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Vanguard Total International Stock Market Index Etf (VXUS) 0.4 $575k -18% 9.9k 57.98
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Vanguard Index Fds Vanguard Growth Etf Etf (VUG) 0.2 $224k -7% 720.00 311.11
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Vanguard Information Technology ETF Etf (VGT) 0.1 $210k NEW 435.00 482.76
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Past Filings by LBJ Family Wealth Advisors

SEC 13F filings are viewable for LBJ Family Wealth Advisors going back to 2013

View all past filings