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Lbj Family Wealth Advisors - Q4 2021 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$171.99 M
Portfolio Value
23
Assets Held
Reporting Period: Q4 2021
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q4 2021)

View Full Portfolio Analysis

Top Buys

Q4 2021
1. IWD Ishares Russell 1000 Value Etf
+$764,915.93
2. IWS Ishares Russell Mid-Cap Value Etf
+$591,695.45
3. IWN Ishares Russell 2000 Value Etf
+$421,419.27
4. WIP Spdr Ftse International Gove
+$343,514.28
5. VWO Vanguard Ftse Emerging Markets Etf
+$251,165.07

Top Sells

Q4 2021
1. VTI Vanguard Total Stock Market Etf
−$585,008.04
2. IWF Ishares Russell 1000 Growth Etf
−$483,745.66
3. IWO Ishares Russell 2000 Growth Etf
−$117,218.95
4. TCBI Texas Capital Bancshares
−$53,581.49

Asset Allocation

Stocks/ETFs
+2.60%
$171.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q4 2021 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q4 2021 on January 12, 2022. The portfolio totaled 171.99 M reflecting a +2.60% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 93.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q4 2021 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q4 2021 period on 01/12/2022. This was the only submission for the quarter.

In the Q4 2021 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 171.99 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 Q4 2021, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.