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Lbj Family Wealth Advisors - Q2 2025 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$171.9 M
Portfolio Value
27
Assets Held
Reporting Period: Q2 2025
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q2 2025)

View Full Portfolio Analysis

Top Buys

Q2 2025
1. NVDA Nvidia Corporation
+$251,000
2. VONV Vanguard Russell 1000 Value Etf
+$149,120.32
3. WIP Spdr Ftse International Gove
+$129,374.54
4. VONG Vanguard Russell 1000 Growth Etf
+$80,349.1
5. IWS Ishares Russell Mid-Cap Value Etf
+$72,676.86

Top Sells

Q2 2025
1. VWO Vanguard Ftse Emerging Markets Etf
−$247,434.72
2. AAPL Apple
−$203,000
3. STTK Shattuck Labs
−$78,000
4. EEM Ishares Msci Emerging Markets Etf
−$42,988.53
5. IWF Ishares Russell 1000 Growth Etf
−$39,910.73

Asset Allocation

Stocks/ETFs
+9.75%
$171.9 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q2 2025 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q2 2025 on July 07, 2025. The portfolio totaled 171.9 M reflecting a +9.75% change from the prior quarter, spanning 27 assets. The top 10 holdings comprised 89.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q2 2025 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q2 2025 period on 07/07/2025. This was the only submission for the quarter.

In the Q2 2025 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 171.9 M, consisting of 27 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q2 2025, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.