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, IWP, IWS, IWN, and represent 71.12% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWD, IWS, IWN, WIP, VWO, IWP, EFA, VTWV, VNQ, EEM.
  • Reduced shares in these 4 stocks: VTI, IWF, IWO, TCBI.
  • LBJ Family Wealth Advisors was a net buyer of stock by $1.7M.
  • LBJ Family Wealth Advisors has $172M in assets under management (AUM), dropping by 2.60%.
  • Central Index Key (CIK): 0001601622

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Portfolio Holdings for LBJ Family Wealth Advisors

Companies in the LBJ Family Wealth Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ishares Rus 1000 Grw ETF Etf (IWF) 24.4 $42M 137k 305.59
ishares Rus 1000 Val ETF Etf (IWD) 19.4 $33M +2% 199k 167.93
ishares Rus MD CP Grw ETF Etf (IWP) 10.5 $18M 157k 115.22
ishares Rus MDCP Val ETF Etf (IWS) 10.1 $17M +3% 141k 122.38
ishares Rus 2000 Val ETF Etf (IWN) 6.7 $12M +3% 70k 166.04
SPDR Series Trust DB Int. Gvt. ETF Etf (WIP) 6.0 $10M +3% 191k 53.81
ishares MSCI EAFE ETF Etf (EFA) 5.5 $9.4M 120k 78.68
ishares Rus 2000 Grw ETF Etf (IWO) 4.8 $8.2M 28k 293.05
Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO) 3.9 $6.7M +3% 136k 49.46
Vanguard Index Fds. REIT ETF Etf (VNQ) 2.6 $4.4M 38k 116.02
ishares MSCI EMG MKT ETF Etf (EEM) 0.9 $1.6M 33k 48.85
Vanguard Total Stk Mkt Etf Etf (VTI) 0.8 $1.4M -29% 5.7k 241.44
ishares Rus 1000 ETF Etf (IWB) 0.8 $1.3M 4.9k 264.41
Texas Capital Bancshares common (TCBI) 0.7 $1.3M -4% 21k 60.27

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Campbell Soup common (CPB) 0.5 $802k 18k 43.48
Reata Pharmaceuticals Inc Cl A common (RETA) 0.5 $801k 30k 26.38
Vanguard Total International Stock Market Index Etf (VXUS) 0.4 $757k +2% 12k 63.55
Vanguard Russell 2000 Value ETF Etf (VTWV) 0.4 $710k +19% 4.9k 145.34
Shattuck Labs common (STTK) 0.4 $699k 82k 8.51
Wisdomtree Tr Us Midcp Earning Etf (EZM) 0.3 $595k 11k 56.25
Vanguard Russell 2000 Growth ETF Etf (VTWG) 0.2 $261k 1.2k 213.76
Vanguard Large Cap Growth ETF Etf (VUG) 0.1 $250k 778.00 321.34
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.1 $227k 2.9k 78.49

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