Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $172 Million
  • Q2 2025

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Million distributed in 27 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 $43.3M, Ishares Russell 1000 Val ETF with a value of $32M, Ishares Russell Mid Cap Growth with a value of $18.9M, Ishares Russell Midcap Value E with a value of $16.7M, and Ishares Russell2000 Val ETF with a value of $9.87M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $157M to 172M.

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

Portfolio value $172 Million
ETFs: $166 Million
Energy: $2.35 Million
Financial Services: $1.8 Million
Technology: $915,000
Consumer Defensive: $570,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$474B
$2.35 Million 1.37% of portfolio
21,833
Q2 2024 Reduced 2.27%
$3.75T
$664,000 0.39% of portfolio
1,335
Q2 2025 Added 0.07%
$406B
$251,000 0.15% of portfolio
1,592
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $172 Million
  • Prior Value $157 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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