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LBJ Family Wealth Advisors, LTD.
LBJ Family Wealth Advisors, Ltd. is a registered investment adviser based in Austin, Texas, specializing in family wealth management. Founded in 2005, the firm leverages over 60 years of experience to help ultra-high-net-worth families sustain their wealth across generations. Their services focus on both financial and human capital, serving primarily individual high-net-worth clients as well as select charitable organizations and corporations. The firm employs 2 people as per 2024 filings.
Investment Strategy
LBJ Family Wealth Advisors, Ltd. provides customized wealth advisory and investment management focused on preserving and growing family wealth across multiple generations. Their philosophy emphasizes holistic stewardship, integrating investment strategies with family values and long-term planning. They offer discretionary management of diversified portfolios tailored to the needs and objectives of affluent families, aiming to balance capital growth, risk mitigation, and continuity of family heritage.
Latest 13F Filing Activity
LBJ Family Wealth Advisors, LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 29 equity positions with a total 13F market value of $183M. The fund increased holdings in Ishares TR Rus 1000 GRW Etf, Ishares Russell 1000 Value Etf, Ishares Russell 2000 Value Etf among other positions. LBJ Family Wealth Advisors, LTD. reduced exposure to SPDR Ftse International Government Inflation-protected Bond Etf, Campbell Soup Co. Cap Usd0.0375, Microsoft Corp. among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR RUS 1000 GRW ETF | 25.85% | $47.4M | 101,200 | $111.25 | $468.41 | +$4.1M |
I IWD | ISHARES RUSSELL 1000 VALUE ETF | 18.23% | $33.4M | 164,250 | $122.30 | $203.59 | +$1.4M |
I IWP | ISHARES TR RUS MD CP GR ETF | 10.34% | $19.0M | 133,197 | $56.39 | $142.41 | +$86.0K |
I IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 9.56% | $17.5M | 125,588 | $80.37 | $139.67 | +$824.0K |
I IWN | ISHARES RUSSELL 2000 VALUE ETF | 6.00% | $11.0M | 62,284 | $125.91 | $176.81 | +$1.1M |
Industry Allocation
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