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, WIP, and represent 68.48% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWP (+$8.6M), IWS, WIP, VTWV, VWO, EFA, IWD, VNQ, IWN, EEM.
  • Reduced shares in these 4 stocks: IWF, TCBI, VTI, IWO.
  • LBJ Family Wealth Advisors was a net buyer of stock by $8.0M.
  • LBJ Family Wealth Advisors has $154M in assets under management (AUM), dropping by 16.28%.

Tip: Access up to 7 years of quarterly data

Positions held by LBJ Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for LBJ Family Wealth Advisors

Companies in the LBJ Family Wealth Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ishares Rus 1000 Grw ETF Etf (IWF) 23.9 $37M -2% 152k 241.14
ishares Rus 1000 Val ETF Etf (IWD) 17.7 $27M 198k 136.73
ishares Rus MD CP Grw ETF Etf (IWP) 11.2 $17M +100% 168k 102.65
ishares Rus MDCP Val ETF Etf (IWS) 8.8 $14M 140k 96.96
SPDR Series Trust DB Int. Gvt. ETF Etf (WIP) 6.9 $11M 181k 58.71
ishares Rus 2000 Val ETF Etf (IWN) 6.0 $9.2M 70k 131.75
ishares MSCI EAFE ETF Etf (EFA) 5.6 $8.6M 118k 72.96
ishares Rus 2000 Grw ETF Etf (IWO) 5.5 $8.5M 30k 286.69
Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO) 4.3 $6.6M 132k 50.11
Reata Pharmaceuticals Inc Cl A common (RETA) 2.4 $3.8M 30k 123.62
Vanguard Index Fds. REIT ETF Etf (VNQ) 2.0 $3.1M 37k 84.93
Vanguard Total Stk Mkt Etf Etf (VTI) 1.3 $2.0M -4% 10k 194.69
ishares MSCI EMG MKT ETF Etf (EEM) 1.1 $1.7M 33k 51.65
Texas Capital Bancshares common (TCBI) 0.9 $1.3M -14% 22k 59.52

Setup an alert

LBJ Family Wealth Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

ishares Rus 1000 ETF Etf (IWB) 0.7 $1.1M 5.3k 211.85
Campbell Soup common (CPB) 0.6 $892k 18k 48.35
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VXUS) 0.5 $695k 12k 60.17
Vanguard Russell 2000 Value ETF Etf (VTWV) 0.3 $472k +42% 4.1k 115.54
Wisdomtree Tr Us Midcp Earning Etf (EZM) 0.3 $454k 11k 43.41

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