Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $182 Million
  • Q4 2025

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $182 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $46.3M, Ishares Russell 1000 Val ETF with a value of $33.8M, Ishares Russell Mid Cap Growth with a value of $18.2M, Ishares Russell Midcap Value E with a value of $17.7M, and Ishares Russell2000 Val ETF with a value of $11.3M.

Examining the 13F form we can see an decrease of $1.58M in the current position value, from $183M to 182M.

Below you can find more details about Lbj Family Wealth Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $175 Million
Energy: $2.63 Million
Financial Services: $1.93 Million
Technology: $1.18 Million
Consumer Defensive: $518,000
Healthcare: $300,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.3 Million 25.48% of portfolio
97,888
Q4 2025 Reduced 3.27%
$0
$33.8 Million 18.57% of portfolio
160,552
Q4 2025 Reduced 2.25%
$0
$18.2 Million 10.01% of portfolio
132,966
Q4 2025 Reduced 0.17%
$0
$17.7 Million 9.75% of portfolio
125,683
Q4 2025 Added 0.08%
$0
$11.3 Million 6.19% of portfolio
62,127
Q4 2025 Reduced 0.25%
$0
$9.81 Million 5.4% of portfolio
249,050
Q4 2025 Added 1.06%
$0
$8.22 Million 4.52% of portfolio
25,453
Q4 2025 Reduced 0.44%
$0
$6.46 Million 3.55% of portfolio
67,226
Q4 2025 Reduced 13.16%
$0
$6.2 Million 3.41% of portfolio
115,294
Q4 2025 Reduced 2.74%
$0
$2.64 Million 1.45% of portfolio
29,862
Q4 2025 Added 0.03%
$490B
$2.63 Million 1.44% of portfolio
21,833
Q2 2024 Reduced 2.27%
$0
$2.61 Million 1.44% of portfolio
28,322
Q4 2025 Added 4.98%
$0
$2.31 Million 1.27% of portfolio
14,439
Q4 2025 Added 2.25%
$0
$1.75 Million 0.96% of portfolio
31,892
Q4 2025 Reduced 1.43%
$0
$1.74 Million 0.95% of portfolio
4,646
Q4 2025 Added 0.22%
$0
$1.67 Million 0.92% of portfolio
13,739
Q4 2025 Added 2.46%
$0
$1.45 Million 0.79% of portfolio
6,122
Q4 2025 Added 6.19%
$0
$1.33 Million 0.73% of portfolio
3,962
Q4 2025 Reduced 18.64%
$0
$696,000 0.38% of portfolio
10,425
Q4 2025 Reduced 3.69%
$3.78T
$547,000 0.3% of portfolio
1,132
Q4 2025 Reduced 15.27%
$9.38B
$518,000 0.28% of portfolio
18,604
Q4 2025 Added 0.01%
$0
$491,000 0.27% of portfolio
6,502
Q3 2024 Reduced 14.18%
$0
$351,000 0.19% of portfolio
720
Q4 2023 Reduced 7.81%
$4.3T
$331,000 0.18% of portfolio
1,218
Q4 2025 Added 32.82%
$465B
$297,000 0.16% of portfolio
1,592
Q2 2025 New
$83.1M
$300,000 0.16% of portfolio
82,177
Q3 2025 New
$98.1B
$256,000 0.14% of portfolio
1,660
Q4 2025 Reduced 15.31%
$0
$260,000 0.14% of portfolio
345
Q4 2025 Reduced 14.6%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $182 Million
  • Prior Value $183 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 02, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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