🎉 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 - Q3 2025 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$183.4 M
Portfolio Value
29
Assets Held
Reporting Period: Q3 2025
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q3 2025)

View Full Portfolio Analysis

Top Buys

Q3 2025
1. VTWV Vanguard Russell 2000 Value Etf
+$244,087.95
2. AAPL Apple
+$234,000
3. STTK Shattuck Labs
+$196,000
4. WIP Spdr Ftse International Gove
+$171,850.27
5. VONV Vanguard Russell 1000 Value Etf
+$43,967.98

Top Sells

Q3 2025
1. IWP Ishares Russell Mid-Cap Growth Etf
−$422,539.72
2. IWF Ishares Russell 1000 Growth Etf
−$420,631.36
3. IWS Ishares Russell Mid-Cap Value Etf
−$128,776.65
4. IWD Ishares Russell 1000 Value Etf
−$125,209.13
5. IWO Ishares Russell 2000 Growth Etf
−$95,370.26

Asset Allocation

Stocks/ETFs
+6.69%
$183.4 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q3 2025 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q3 2025 on October 07, 2025. The portfolio totaled 183.4 M reflecting a +6.69% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 88.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 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 Q3 2025 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q3 2025 period on 10/07/2025. This was the only submission for the quarter.

In the Q3 2025 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 183.4 M, consisting of 29 individual positions.

This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q3 2025, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.