Latest LBJ Family Wealth Advisors, Ltd. Stock Portfolio
$157Million
Equity Portfolio Value
About LBJ Family Wealth Advisors, Ltd. and it’s 13F Hedge Fund Stock Holdings
LBJ Family Wealth Advisors, Ltd. is a hedge fund based in AUSTIN, TX. On 15-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $301 Millions. In it's latest 13F Holdings report, LBJ Family Wealth Advisors, Ltd. reported an equity portfolio of $157.4 Millions as of 31 Mar, 2024.
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are AGG, AGG, AGG. The fund has invested 23.7% of it's portfolio in ISHARES RUS 1000 GRW ETF and 19.5% of portfolio in ISHARES RUS 1000 VAL ETF.
They significantly reduced their stock positions in ISHARES MSCI EAFE ETF (AGG) and TEXAS CAPITAL BANCSHARES INC. (TCBI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS. REIT ETF (VOO), VANGUARD RUSSELL 1000 VALUE ETF (BNDW) and SPDR SERIES TRUST DB INT. GVT. ETF (BIL).
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are AGG, AGG, AGG. The fund has invested 23.7% of it's portfolio in ISHARES RUS 1000 GRW ETF and 19.5% of portfolio in ISHARES RUS 1000 VAL ETF.
They significantly reduced their stock positions in ISHARES MSCI EAFE ETF (AGG) and TEXAS CAPITAL BANCSHARES INC. (TCBI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS. REIT ETF (VOO), VANGUARD RUSSELL 1000 VALUE ETF (BNDW) and SPDR SERIES TRUST DB INT. GVT. ETF (BIL).