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CIK: 0001601622
Total reported value
$196.1M
$196.1M
29 檔
65.4%
According to the latest 13F quarterly dataset, LBJ Family Wealth Advisors, Ltd. managed an equity portfolio of $196.1M at the end of Q3 2025, spanning 29 distinct U.S. exchange-listed positions.
In Q3 2025, LBJ Family Wealth Advisors, Ltd. displayed an active expansion posture, initiating 1 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 25.85% | +0.69% | -0.88% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.23% | -0.07% | -0.37% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 10.34% | +0.08% | -2.18% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 9.56% | +0.03% | -0.73% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.00% | +0.22% | -0.44% | |
| 6 | WIP | State Street Spdr Ftse Inter | ETF-Other | 5.27% | -0.69% | +1.81% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.46% | +0.51% | -1.15% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.94% | -0.18% | -0.33% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.50% | -0.15% | -0.03% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | -0.04% | +0.03% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.68% | — | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.31% | +0.01% | +1.86% | |
| 13 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.20% | +0.05% | +12.47% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.94% | +0.06% | — | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.92% | +0.02% | +0.22% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.88% | +0.03% | +2.30% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.02% | — | |
| 18 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.86% | -0.05% | -1.83% | |
| 19 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.74% | +0.12% | +2.95% | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.39% | — | +0.27% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.03% | +0.07% | |
| 22 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.32% | -0.02% | +0.01% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | — | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.18% | — | +0.10% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.02% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.13% | -0.01% | — | |
| 29 | STTK | Shattuck Labs Inc | Stock-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +2.3% | -0.88% | Trim |
| 2 | IWO | Ishares Russell 2000 Growth | +0.2% | -1.15% | Trim |
| 3 | VTWV | Vanguard Russell 2000 Value | +0.2% | +12.47% | Add |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -2.18% | Trim |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.2% | +2.30% | Add |
| 6 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +2.95% | Add |
| 7 | MSFT | Microsoft CORP | +0.1% | +0.07% | Add |
| 8 | STTK | Shattuck Labs Inc | +0.1% | — | Unchanged |
| 9 | IWB | Ishares Russell 1000 ETF | 0% | +0.22% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 11 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 12 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 13 | VONV | Vanguard Russell 1000 Value | 0% | +1.86% | Add |
| 14 | EEM | Ishares Msci Emerging Market | 0% | — | Trim |
| 15 | BX | Blackstone Inc | 0% | +0.10% | Add |
| 16 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 17 | AAPL | Apple Inc | — | — | Add |
| 18 | IWN | Ishares Russell 2000 Value E | 0% | -0.44% | Trim |
| 19 | EZM | Wisdomtree US Midcap Fund | 0% | +0.27% | Add |
| 20 | TCBI | Texas Capital Bancshares Inc | -0.1% | -1.83% | Trim |
| 21 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.03% | Trim |
| 22 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.33% | Add |
| 23 | CPB | THE Campbell's Company | -0.2% | +0.01% | Add |
| 24 | VNQ | Vanguard Real Estate ETF | -0.2% | +0.03% | Add |
| 25 | XOM | Exxon Mobil CORP | -0.3% | — | Unchanged |
| 26 | WIP | State Street Spdr Ftse Inter | -0.5% | +1.81% | Add |
| 27 | IWS | Ishares Russell Mid-cap Valu | -0.6% | -0.73% | Trim |
| 28 | IWD | Ishares Russell 1000 Value E | -1.5% | -0.37% | Trim |
| 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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 65.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $297.0K
Top Position Liquidated / Trimmed
IWF
前期市值: $36.9M
During Q3 2025, LBJ Family Wealth Advisors, Ltd.'s top holdings by market value included IWF (25.9%)、IWD (18.2%)、IWP (10.3%). The largest single position, IWF, represented 25.9% of total portfolio value.
In Q3 2025, LBJ Family Wealth Advisors, Ltd. made 23 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 9 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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