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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LBJ Family Wealth Advisors holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by LBJ Family Wealth Advisors
SEC 13F filings are viewable for LBJ Family Wealth Advisors going back to 2013
- LBJ Family Wealth Advisors 2023 Q4 filed Jan. 3, 2024
- LBJ Family Wealth Advisors 2023 Q3 filed Oct. 10, 2023
- LBJ Family Wealth Advisors 2023 Q2 filed July 3, 2023
- LBJ Family Wealth Advisors 2023 Q1 filed April 11, 2023
- LBJ Family Wealth Advisors 2022 Q4 filed Jan. 4, 2023
- LBJ Family Wealth Advisors 2022 Q3 filed Oct. 3, 2022
- LBJ Family Wealth Advisors 2022 Q2 filed July 6, 2022
- LBJ Family Wealth Advisors 2022 Q1 filed April 13, 2022
- LBJ Family Wealth Advisors 2021 Q4 filed Jan. 12, 2022
- LBJ Family Wealth Advisors 2021 Q3 filed Oct. 4, 2021
- LBJ Family Wealth Advisors 2021 Q2 filed July 2, 2021
- LBJ Family Wealth Advisors 2021 Q1 filed April 13, 2021
- LBJ Family Wealth Advisors 2020 Q4 filed Jan. 13, 2021
- LBJ Family Wealth Advisors 2020 Q3 filed Oct. 5, 2020
- LBJ Family Wealth Advisors 2020 Q2 filed July 1, 2020
- LBJ Family Wealth Advisors 2020 Q1 filed April 2, 2020