🎉 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: 465.09 -0.1%

Lbj Family Wealth Advisors - Q2 2023 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$144.01 M
Portfolio Value
24
Assets Held
Reporting Period: Q2 2023
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q2 2023)

View Full Portfolio Analysis

Top Buys

Q2 2023
1. VONV Vanguard Russell 1000 Value Etf
+$612,695.3
2. VTWV Vanguard Russell 2000 Value Etf
+$466,611.06
3. VUG Vanguard Growth Etf
+$221,000
4. WIP Spdr Ftse International Gove
+$158,944.71
5. VTWG Vanguard Russell 2000 Growth Etf
+$130,245.82

Top Sells

Q2 2023
1. IWF Ishares Russell 1000 Growth Etf
−$2.41 M
2. IWD Ishares Russell 1000 Value Etf
−$2.15 M
3. EFA Ishares Msci Eafe Etf
−$1.03 M
4. IWP Ishares Russell Mid-Cap Growth Etf
−$820,172.07
5. Reata Pharmaceuticals
−$438,803.82

Asset Allocation

Stocks/ETFs
+1.04%
$144.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q2 2023 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q2 2023 on July 03, 2023. The portfolio totaled 144.01 M reflecting a +1.04% change from the prior quarter, spanning 24 assets. The top 10 holdings comprised 90.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 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 Q2 2023 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q2 2023 period on 07/03/2023. This was the only submission for the quarter.

In the Q2 2023 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 144.01 M, consisting of 24 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q2 2023, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.