🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 655.83 +0.1% NASDAQ 100: 584.98 +0.1% Dow Jones: 465.06 -0.1%

Lbj Family Wealth Advisors - Q1 2025 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$156.64 M
Portfolio Value
28
Assets Held
Reporting Period: Q1 2025
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q1 2025)

View Full Portfolio Analysis

Top Buys

Q1 2025
1. VXUS Vanguard Total International Stock Etf
+$234,123.65
2. VONV Vanguard Russell 1000 Value Etf
+$27,075.88
3. IWN Ishares Russell 2000 Value Etf
+$14,947.53
4. VNQ Vanguard Real Estate Etf
+$7,966.22
5. IWO Ishares Russell 2000 Growth Etf
+$4,088.49

Top Sells

Q1 2025
1. EFA Ishares Msci Eafe Etf
−$1.32 M
2. VWO Vanguard Ftse Emerging Markets Etf
−$1.07 M
3. IWF Ishares Russell 1000 Growth Etf
−$750,334.66
4. IWD Ishares Russell 1000 Value Etf
−$736,831.32
5. NVDA Nvidia Corporation
−$214,000

Asset Allocation

Stocks/ETFs
-6.62%
$156.64 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q1 2025 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q1 2025 on April 01, 2025. The portfolio totaled 156.64 M reflecting a -6.62% change from the prior quarter, spanning 28 assets. The top 10 holdings comprised 88.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q1 2025 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q1 2025 period on 04/01/2025. This was the only submission for the quarter.

In the Q1 2025 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 156.64 M, consisting of 28 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q1 2025, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.