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Lbj Family Wealth Advisors - Q4 2022 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$133.96 M
Portfolio Value
22
Assets Held
Reporting Period: Q4 2022
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q4 2022)

View Full Portfolio Analysis

Top Buys

Q4 2022
1. IWD Ishares Russell 1000 Value Etf
+$9.56 M
2. VWO Vanguard Ftse Emerging Markets Etf
+$5.71 M
3. IWN Ishares Russell 2000 Value Etf
+$5.64 M
4. EFA Ishares Msci Eafe Etf
+$5.37 M
5. IWF Ishares Russell 1000 Growth Etf
+$2.44 M

Top Sells

Q4 2022
1. IWO Ishares Russell 2000 Growth Etf
−$23.07 M
2. VTWV Vanguard Russell 2000 Value Etf
−$16.63 M
3. VUG Vanguard Growth Etf
−$8.8 M
4. IWP Ishares Russell Mid-Cap Growth Etf
−$2.83 M
5. IWS Ishares Russell Mid-Cap Value Etf
−$1.69 M

Asset Allocation

Stocks/ETFs
+8.11%
$133.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q4 2022 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q4 2022 on January 04, 2023. The portfolio totaled 133.96 M reflecting a +8.11% change from the prior quarter, spanning 22 assets. The top 10 holdings comprised 92.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q4 2022 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q4 2022 period on 01/04/2023. This was the only submission for the quarter.

In the Q4 2022 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 133.96 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 Q4 2022, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.