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Lbj Family Wealth Advisors - Q4 2025 13F Filings

LB

Lbj Family Wealth Advisors, Ltd.

CIK: 0001601622
Address: Texas Austin 3800 North Lamar Suite 200
$181.82 M
Portfolio Value
29
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 04/01/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VONV Vanguard Russell 1000 Value Etf
+$123,953.18
2. WIP Spdr Ftse International Gove
+$103,319.13
3. VTWG Vanguard Russell 2000 Growth Etf
+$84,264.13
4. AAPL Apple
+$81,798.85
5. VTWV Vanguard Russell 2000 Value Etf
+$50,852.69

Top Sells

Q4 2025
1. IWF Ishares Russell 1000 Growth Etf
−$1.57 M
2. EFA Ishares Msci Eafe Etf
−$978,397.17
3. IWD Ishares Russell 1000 Value Etf
−$777,848.66
4. VTI Vanguard Total Stock Market Etf
−$304,347.3
5. VWO Vanguard Ftse Emerging Markets Etf
−$174,337.9

Asset Allocation

Stocks/ETFs
-0.86%
$181.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lbj Family Wealth Advisors Q4 2025 Filing Summary

Lbj Family Wealth Advisors, Ltd. filed its 13F report for Q4 2025 on January 02, 2026. The portfolio totaled 181.82 M reflecting a -0.86% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 88.3% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lbj Family Wealth Advisors’s Q4 2025 Filing

Lbj Family Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 181.82 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 Q4 2025, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.