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Lbj Family Wealth Advisors - Q4 2023 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$144.56 M
Portfolio Value
23
Assets Held
Reporting Period: Q4 2023
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q4 2023)

View Full Portfolio Analysis

Top Buys

Q4 2023
1. VGT Vanguard Information Technology Etf
+$210,000
2. VTWV Vanguard Russell 2000 Value Etf
+$8,057.94
3. IWB Ishares Russell 1000 Etf
+$7,084.1
4. VTWG Vanguard Russell 2000 Growth Etf
+$3,853.86
5. EZM Wisdomtree Us Midcap Fund
+$1,778.09

Top Sells

Q4 2023
1. IWF Ishares Russell 1000 Growth Etf
−$1.13 M
2. IWP Ishares Russell Mid-Cap Growth Etf
−$779,889.3
3. VNQ Vanguard Real Estate Etf
−$626,601.43
4. IWS Ishares Russell Mid-Cap Value Etf
−$626,218.76
5. IWN Ishares Russell 2000 Value Etf
−$270,277.03

Asset Allocation

Stocks/ETFs
+8.47%
$144.56 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q4 2023 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q4 2023 on January 03, 2024. The portfolio totaled 144.56 M reflecting a +8.47% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 91.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 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 2023 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q4 2023 period on 01/03/2024. This was the only submission for the quarter.

In the Q4 2023 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 144.56 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 2023, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.