Lbj Family Wealth Advisors, Ltd. Top Holdings and 13F Report (2024)

About Lbj Family Wealth Advisors, Ltd.

Investment Activity

  • Lbj Family Wealth Advisors, Ltd. has $157.41 thousand in total holdings as of March 31, 2024.
  • Lbj Family Wealth Advisors, Ltd. owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 1.90% of the portfolio was purchased this quarter.
  • About 0.05% of the portfolio was sold this quarter.
  • This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 23 new stocks and bought additional shares in 16 stocks.
  • Lbj Family Wealth Advisors, Ltd. sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard Real Estate ETF
7,530 shares (about $651.17)
iShares Russell Mid-Cap Growth ETF
5,187 shares (about $592.06)
iShares Russell Mid-Cap Value ETF
4,014 shares (about $503.08)
iShares Russell 1000 Growth ETF
1,085 shares (about $365.70)

Largest Sales this Quarter

iShares MSCI EAFE ETF
946 shares (about $75.54)
Texas Capital Bancshares
161 shares (about $9.91)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLbj Family Wealth Advisors, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$37,334$366 1.0%110,76823.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$30,757$324 1.1%171,71919.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$16,208$503 3.2%129,32210.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$16,067$592 3.8%140,76210.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$10,205$24 0.2%64,2606.5%ETF
SPDR FTSE International Government Inflation-Protected Bond ETF stock logo
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
$9,384$364 4.0%234,7226.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$7,546$76 -1.0%94,4944.8%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$7,134$5 0.1%26,3434.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,106$22 0.4%146,1723.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,498$651 22.9%40,4502.2%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$1,759$71 4.2%22,3631.1%ETF
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$1,499$27 1.8%10,7211.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,4440.0%5,5570.9%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,3490.0%32,8280.9%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,318$3 0.2%4,5770.8%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,183$18 1.6%13,6480.8%ETF
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
$1,168$10 -0.8%18,9820.7%Finance
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$900$24 2.8%4,5650.6%ETF
Campbell Soup stock logo
CPB
Campbell Soup
$826$0 0.0%18,5930.5%Consumer Staples
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$650$1 0.2%10,6590.4%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5980.0%9,9180.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2480.0%7200.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2280.0%4350.1%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: