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Lbj Family Wealth Advisors - Q1 2024 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$157.41 M
Portfolio Value
23
Assets Held
Reporting Period: Q1 2024
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q1 2024)

View Full Portfolio Analysis

Top Buys

Q1 2024
1. VNQ Vanguard Real Estate Etf
+$651,172.81
2. IWP Ishares Russell Mid-Cap Growth Etf
+$592,059.85
3. IWS Ishares Russell Mid-Cap Value Etf
+$503,076.91
4. IWF Ishares Russell 1000 Growth Etf
+$365,695.78
5. WIP Spdr Ftse International Gove
+$364,010.7

Top Sells

Q1 2024
1. EFA Ishares Msci Eafe Etf
−$75,544.65
2. TCBI Texas Capital Bancshares
−$9,906.65

Asset Allocation

Stocks/ETFs
+8.88%
$157.41 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q1 2024 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q1 2024 on April 02, 2024. The portfolio totaled 157.41 M reflecting a +8.88% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 91.6% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q1 2024 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q1 2024 period on 04/02/2024. This was the only submission for the quarter.

In the Q1 2024 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 157.41 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 2024, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.