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Lbj Family Wealth Advisors - Q3 2023 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$133.27 M
Portfolio Value
22
Assets Held
Reporting Period: Q3 2023
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q3 2023)

View Full Portfolio Analysis

Top Buys

Q3 2023
1. VONV Vanguard Russell 1000 Value Etf
+$130,236.35
2. WIP Spdr Ftse International Gove
+$110,231.79
3. VONG Vanguard Russell 1000 Growth Etf
+$62,256.09
4. VTWV Vanguard Russell 2000 Value Etf
+$51,337.15
5. VTWG Vanguard Russell 2000 Growth Etf
+$48,121.04

Top Sells

Q3 2023
1. Reata Pharmaceuticals
−$2.61 M
2. IWF Ishares Russell 1000 Growth Etf
−$737,590.52
3. IWD Ishares Russell 1000 Value Etf
−$432,845.54
4. STTK Shattuck Labs
−$256,000
5. EFA Ishares Msci Eafe Etf
−$209,387.78

Asset Allocation

Stocks/ETFs
-7.46%
$133.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q3 2023 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q3 2023 on October 10, 2023. The portfolio totaled 133.27 M reflecting a -7.46% change from the prior quarter, spanning 22 assets. The top 10 holdings comprised 91.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 2 complete exits.

Report Type

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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 2023 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q3 2023 period on 10/10/2023. This was the only submission for the quarter.

In the Q3 2023 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 133.27 M, consisting of 22 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q3 2023, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.