Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $157 Million
  • Q1 2025

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on April 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Million distributed in 28 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 $36.9M, Ishares Russell 1000 Val ETF with a value of $31M, Ishares Russell Mid Cap Growth with a value of $16M, Ishares Russell Midcap Value E with a value of $15.9M, and Ishares Russell2000 Val ETF with a value of $9.42M.

Examining the 13F form we can see an decrease of $11.1M in the current position value, from $168M to 157M.

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

Portfolio value $157 Million
ETFs: $151 Million
Energy: $2.6 Million
Financial Services: $1.69 Million
Consumer Defensive: $742,000
Technology: $704,000
Healthcare: $78,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68B
$1.42 Million 0.91% of portfolio
18,981
Q2 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $157 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 14 stocks
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