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Lbj Family Wealth Advisors - Q3 2022 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$123.91 M
Portfolio Value
23
Assets Held
Reporting Period: Q3 2022
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q3 2022)

View Full Portfolio Analysis

Top Buys

Q3 2022
1. IWO Ishares Russell 2000 Growth Etf
+$10.33 M
2. VUG Vanguard Growth Etf
+$8.7 M
3. VTWV Vanguard Russell 2000 Value Etf
+$5.02 M
4. IWP Ishares Russell Mid-Cap Growth Etf
+$4.26 M
5. IWS Ishares Russell Mid-Cap Value Etf
+$830,264.96

Top Sells

Q3 2022
1. VWO Vanguard Ftse Emerging Markets Etf
−$20.66 M
2. IWD Ishares Russell 1000 Value Etf
−$14.48 M
3. IWN Ishares Russell 2000 Value Etf
−$8.67 M
4. EEM Ishares Msci Emerging Markets Etf
−$3.06 M
5. EFA Ishares Msci Eafe Etf
−$2.84 M

Asset Allocation

Stocks/ETFs
-7.19%
$123.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q3 2022 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q3 2022 on October 03, 2022. The portfolio totaled 123.91 M reflecting a -7.19% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 92.5% 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 Q3 2022 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q3 2022 period on 10/03/2022. This was the only submission for the quarter.

In the Q3 2022 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 123.91 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 Q3 2022, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.