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Lbj Family Wealth Advisors - Q1 2022 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$156.09 M
Portfolio Value
23
Assets Held
Reporting Period: Q1 2022
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q1 2022)

View Full Portfolio Analysis

Top Buys

Q1 2022
1. WIP Spdr Ftse International Gove
+$571,285.99
2. VONG Vanguard Russell 1000 Growth Etf
+$118,787.15
3. VWO Vanguard Ftse Emerging Markets Etf
+$93,474.59
4. IWS Ishares Russell Mid-Cap Value Etf
+$82,446.13
5. VTWG Vanguard Russell 2000 Growth Etf
+$60,055.16

Top Sells

Q1 2022
1. IWF Ishares Russell 1000 Growth Etf
−$1.11 M
2. EFA Ishares Msci Eafe Etf
−$565,339.48
3. IWD Ishares Russell 1000 Value Etf
−$510,717.97
4. IWB Ishares Russell 1000 Etf
−$15,569.36
5. EZM Wisdomtree Us Midcap Fund
−$10,402.23

Asset Allocation

Stocks/ETFs
-9.24%
$156.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q1 2022 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q1 2022 on April 13, 2022. The portfolio totaled 156.09 M reflecting a -9.24% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 93.6% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q1 2022 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q1 2022 period on 04/13/2022. This was the only submission for the quarter.

In the Q1 2022 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 156.09 M, consisting of 23 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q1 2022, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.