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CIK: 0001601622
Total reported value
$196.1M
$196.1M
29 檔
59.6%
According to the latest 13F quarterly dataset, LBJ Family Wealth Advisors, Ltd. managed an equity portfolio of $196.1M at the end of Q4 2024, spanning 29 distinct U.S. exchange-listed positions.
During Q4 2024, LBJ Family Wealth Advisors, Ltd. performed routine portfolio adjustments (1 new buys, 13 additions, 12 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 24.96% | +0.69% | -1.30% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.60% | -0.07% | -0.72% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 10.33% | +0.08% | -0.94% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 9.72% | +0.03% | -0.72% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.10% | +0.22% | -0.94% | |
| 6 | WIP | State Street Spdr Ftse Inter | ETF-Other | 5.17% | -0.69% | +0.14% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.43% | +0.51% | -1.26% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.20% | -0.18% | +0.49% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.87% | -0.15% | +0.34% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.58% | -0.04% | +0.26% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.68% | +9.78% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.18% | +0.01% | +4.56% | |
| 13 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.08% | +0.05% | +0.73% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.02% | +5.40% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.89% | +0.02% | +0.24% | |
| 16 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.88% | -0.05% | -0.01% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.87% | +0.03% | +8.64% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.83% | +0.06% | +0.84% | |
| 19 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.70% | +0.12% | -1.11% | |
| 20 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.46% | -0.02% | +0.09% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.40% | — | +0.25% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | -0.97% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.28% | — | -7.50% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.02% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.14% | -0.01% | -3.07% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.10% | — | -57.95% | |
| 29 | STTK | Shattuck Labs Inc | Stock-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.4% | -1.30% | Trim |
| 2 | IWP | Ishares Russell Mid-cap Grow | +0.7% | -0.94% | Trim |
| 3 | VONG | Vanguard Russell 1000 Growth | +0.1% | +8.64% | Add |
| 4 | TCBI | Texas Capital Bancshares Inc | +0.1% | -0.01% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.40% | Add |
| 6 | IWB | Ishares Russell 1000 ETF | 0% | +0.24% | Add |
| 7 | VONV | Vanguard Russell 1000 Value | 0% | +4.56% | Add |
| 8 | XOM | Exxon Mobil CORP | 0% | +9.78% | Add |
| 9 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 10 | IWO | Ishares Russell 2000 Growth | 0% | -1.26% | Trim |
| 11 | BX | Blackstone Inc | 0% | -7.50% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 13 | AAPL | Apple Inc | 0% | -3.07% | Trim |
| 14 | MSFT | Microsoft CORP | — | -0.97% | Trim |
| 15 | VTWV | Vanguard Russell 2000 Value | — | +0.73% | Add |
| 16 | VTWG | Vanguard Russell 2000 Growth | — | -1.11% | Trim |
| 17 | EZM | Wisdomtree US Midcap Fund | — | +0.25% | Add |
| 18 | EEM | Ishares Msci Emerging Market | -0.1% | +0.84% | Add |
| 19 | CPB | THE Campbell's Company | -0.1% | +0.09% | Add |
| 20 | STTK | Shattuck Labs Inc | -0.1% | — | Unchanged |
| 21 | IWN | Ishares Russell 2000 Value E | -0.1% | -0.94% | Trim |
| 22 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.26% | Add |
| 23 | VXUS | Vanguard Total Intl Stock | -0.2% | -57.95% | Trim |
| 24 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -0.72% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +0.34% | Add |
| 26 | EFA | Ishares Msci Eafe ETF | -0.4% | +0.49% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | -0.5% | -0.72% | Trim |
| 28 | WIP | State Street Spdr Ftse Inter | -0.6% | +0.14% | Add |
| 29 | NVDA | Nvidia CORP | — | NEW | New buy |
According to official SEC Form 13F filings, LBJ Family Wealth Advisors, Ltd. reported a total U.S. public equity portfolio value of $196.1M across 29 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 59.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVDA
市值: $214.0K
Top Position Liquidated / Trimmed
IWF
前期市值: $39.7M
During Q4 2024, LBJ Family Wealth Advisors, Ltd.'s top holdings by market value included IWF (25.0%)、IWD (18.6%)、IWP (10.3%). The largest single position, IWF, represented 25.0% of total portfolio value.
In Q4 2024, LBJ Family Wealth Advisors, Ltd. made 26 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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