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CIK: 0001601622
Total reported value
$196.1M
$196.1M
28 檔
55.6%
As reported in its official Q1 2025 Form 13F filing, LBJ Family Wealth Advisors, Ltd.'s tracked investment portfolio stood at $196.1M with 28 total positions.
In Q1 2025, LBJ Family Wealth Advisors, Ltd. adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 23.56% | +0.69% | -1.99% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.77% | -0.07% | -2.32% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 10.19% | +0.08% | -0.61% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 10.13% | +0.03% | -0.08% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.01% | +0.22% | +0.16% | |
| 6 | WIP | State Street Spdr Ftse Inter | ETF-Other | 5.72% | -0.69% | -0.38% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.22% | +0.51% | +0.06% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.02% | -0.18% | -17.27% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.57% | -0.15% | -16.09% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.72% | -0.04% | +0.30% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.68% | -6.79% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.30% | +0.01% | +1.34% | |
| 13 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.04% | +0.05% | -2.12% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.93% | +0.06% | — | |
| 15 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.91% | -0.05% | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.90% | +0.02% | +0.20% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.02% | -5.55% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.73% | +0.03% | -11.91% | |
| 19 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.64% | +0.12% | -4.16% | |
| 20 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.47% | -0.02% | -0.08% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.41% | — | +0.23% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.03% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | — | +137.82% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.17% | — | -29.46% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | +0.01% | — | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | +0.02% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.13% | -0.01% | +0.11% | |
| 28 | STTK | Shattuck Labs Inc | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +1.2% | -2.32% | Trim |
| 2 | WIP | State Street Spdr Ftse Inter | +0.6% | -0.38% | Trim |
| 3 | IWS | Ishares Russell Mid-cap Valu | +0.4% | -0.08% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | +137.82% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -6.79% | Trim |
| 6 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.30% | Add |
| 7 | VONV | Vanguard Russell 1000 Value | +0.1% | +1.34% | Add |
| 8 | EEM | Ishares Msci Emerging Market | +0.1% | — | Unchanged |
| 9 | TCBI | Texas Capital Bancshares Inc | 0% | — | Unchanged |
| 10 | IWB | Ishares Russell 1000 ETF | 0% | +0.20% | Add |
| 11 | CPB | THE Campbell's Company | 0% | -0.08% | Trim |
| 12 | EZM | Wisdomtree US Midcap Fund | 0% | +0.23% | Add |
| 13 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 14 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 15 | AAPL | Apple Inc | 0% | +0.11% | Add |
| 16 | STTK | Shattuck Labs Inc | 0% | — | Unchanged |
| 17 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 18 | VTWV | Vanguard Russell 2000 Value | 0% | -2.12% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.55% | Trim |
| 20 | VTWG | Vanguard Russell 2000 Growth | -0.1% | -4.16% | Trim |
| 21 | IWN | Ishares Russell 2000 Value E | -0.1% | +0.16% | Add |
| 22 | BX | Blackstone Inc | -0.1% | -29.46% | Trim |
| 23 | VONG | Vanguard Russell 1000 Growth | -0.1% | -11.91% | Trim |
| 24 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.61% | Trim |
| 25 | EFA | Ishares Msci Eafe ETF | -0.2% | -17.27% | Trim |
| 26 | IWO | Ishares Russell 2000 Growth | -0.2% | +0.06% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -16.09% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | -1.4% | -1.99% | Trim |
| 29 | NVDA | Nvidia CORP | — | EXIT | Sold out |
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 28 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 55.6% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
NVDA
前期市值: $214.0K
During Q1 2025, LBJ Family Wealth Advisors, Ltd.'s top holdings by market value included IWF (23.6%)、IWD (19.8%)、IWP (10.2%). The largest single position, IWF, represented 23.6% of total portfolio value.
In Q1 2025, LBJ Family Wealth Advisors, Ltd. made 23 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 14 holdings, and fully liquidating 1 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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