Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $183 Million
  • Q3 2025

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $183 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 $47.4M, Ishares Russell 1000 Val ETF with a value of $33.4M, Ishares Russell Mid Cap Growth with a value of $19M, Ishares Russell Midcap Value E with a value of $17.5M, and Ishares Russell2000 Val ETF with a value of $11M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $172M to 183M.

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

Portfolio value $183 Million
ETFs: $177 Million
Energy: $2.46 Million
Financial Services: $1.91 Million
Technology: $1.22 Million
Consumer Defensive: $587,000
Healthcare: $196,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.4 Million 25.85% of portfolio
101,200
Q3 2025 Reduced 0.88%
$0
$33.4 Million 18.23% of portfolio
164,250
Q3 2025 Reduced 0.37%
$0
$19 Million 10.34% of portfolio
133,197
Q3 2025 Reduced 2.18%
$0
$17.5 Million 9.56% of portfolio
125,588
Q3 2025 Reduced 0.73%
$0
$11 Million 6.0% of portfolio
62,284
Q3 2025 Reduced 0.44%
$0
$9.66 Million 5.27% of portfolio
246,427
Q3 2025 Added 1.81%
$0
$8.18 Million 4.46% of portfolio
25,566
Q3 2025 Reduced 1.15%
$0
$7.23 Million 3.94% of portfolio
77,414
Q3 2025 Reduced 0.33%
$0
$6.42 Million 3.5% of portfolio
118,537
Q3 2025 Reduced 0.03%
$0
$2.73 Million 1.49% of portfolio
29,854
Q3 2025 Added 0.03%
$461B
$2.46 Million 1.34% of portfolio
21,833
Q2 2024 Reduced 2.27%
$0
$2.41 Million 1.31% of portfolio
26,979
Q3 2025 Added 1.86%
$0
$2.2 Million 1.2% of portfolio
14,121
Q3 2025 Added 12.47%
$0
$1.73 Million 0.94% of portfolio
32,354
Q2 2025 Reduced 2.68%
$0
$1.69 Million 0.92% of portfolio
4,636
Q3 2025 Added 0.22%
$0
$1.62 Million 0.88% of portfolio
13,409
Q3 2025 Added 2.3%
$3.85B
$1.58 Million 0.86% of portfolio
18,634
Q3 2025 Reduced 1.83%
$0
$1.35 Million 0.74% of portfolio
5,765
Q3 2025 Added 2.95%
$0
$713,000 0.39% of portfolio
10,824
Q3 2025 Added 0.27%
$3.81T
$692,000 0.38% of portfolio
1,336
Q3 2025 Added 0.07%
$9.21B
$587,000 0.32% of portfolio
18,602
Q3 2025 Added 0.01%
$0
$478,000 0.26% of portfolio
6,502
Q3 2024 Reduced 14.18%
$0
$346,000 0.19% of portfolio
720
Q4 2023 Reduced 7.81%
$112B
$335,000 0.18% of portfolio
1,960
Q3 2025 Added 0.1%
$0
$302,000 0.16% of portfolio
404
Q4 2024 Reduced 7.13%
$453B
$297,000 0.16% of portfolio
1,592
Q2 2025 New
$3.98T
$234,000 0.13% of portfolio
917
Q3 2025 New
$78.8M
$196,000 0.11% of portfolio
82,177
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $183 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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