Lbj Family Wealth Advisors, Ltd. Portfolio Holdings by Sector
Lbj Family Wealth Advisors, Ltd.
- $183 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF IWD IWP IWS IWN WIP IWO EFA 19 stocks |
$173,697
94.71% of portfolio
|
  8  
|
  8  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,462
1.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,728
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,598
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TCBI 1 stocks |
$1,575
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$692
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CPB 1 stocks |
$587
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$335
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$297
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$234
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
STTK 1 stocks |
$196
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|