13F Filings History of LBJ Family Wealth Advisors, Ltd.

Latest 13F report
Q4 2025 - 02 Jan 2026
Value $
$181,823,000
Signature - Title
Faith Vincent - Managing Director/ CCO
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by LBJ Family Wealth Advisors, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LBJ Family Wealth Advisors, Ltd. reported 29 stock holdings with total value $181,823,000 as of Q4 2025. Top holdings included IWF, IWD, IWP, IWS, and IWN.

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Holdings Value

List of Other Managers Reporting for LBJ Family Wealth Advisors, Ltd.:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $181,823,000 +$502,270 -$4,152,005 -$3,649,735 IWF, IWD, IWP, IWS, IWN 13F-HR 02 Jan 2026, 15:18
Q3 2025 29 $183,401,000 +$971,980 -$1,296,814 -$324,834 IWF, IWD, IWP, IWS, IWN 13F-HR 07 Oct 2025, 14:06
Q2 2025 27 $171,905,000 +$966,472 -$611,335 +$355,137 IWF, IWD, IWP, IWS, IWN 13F-HR 07 Jul 2025, 09:55
Q1 2025 28 $156,637,000 +$292,673 -$4,850,058 -$4,557,385 IWF, IWD, IWP, IWS, IWN 13F-HR 01 Apr 2025, 16:19
Q4 2024 29 $167,740,000 $0 $0 $0 IWF, IWD, IWP, IWS, IWN New Holdings 01 Apr 2025, 16:28
Q4 2024 29 $167,740,000 +$823,543 -$1,537,889 -$714,346 IWF, IWD, IWP, IWS, IWN 13F-HR 06 Jan 2025, 17:42
Q3 2024 28 $168,524,000 $0 $0 $0 IWF, IWD, IWS, IWP, IWN New Holdings 01 Apr 2025, 16:31
Q3 2024 28 $168,524,000 +$587,687 -$2,081,217 -$1,493,530 IWF, IWD, IWS, IWP, IWN 13F-HR 01 Oct 2024, 17:07
Q2 2024 28 $159,146,000 $0 $0 $0 IWF, IWD, IWS, IWP, IWN New Holdings 01 Apr 2025, 16:33
Q2 2024 28 $159,146,000 +$4,355,852 -$2,902,646 +$1,453,206 IWF, IWD, IWS, IWP, IWN 13F-HR 15 Jul 2024, 11:27
Q1 2024 23 $157,409,000 +$2,996,844 -$85,451 +$2,911,393 IWF, IWD, IWS, IWP, IWN 13F-HR 02 Apr 2024, 13:23
Q4 2023 23 $144,565,000 +$232,331 -$4,210,686 -$3,978,355 IWF, IWD, IWS, IWP, IWN 13F-HR 03 Jan 2024, 16:52
Q3 2023 22 $133,271,000 +$457,408 -$4,911,772 -$4,454,364 IWF, IWD, IWS, IWP, WIP 13F-HR 10 Oct 2023, 11:46
Q2 2023 24 $144,010,000 +$1,661,524 -$7,604,706 -$5,943,182 IWF, IWD, IWS, IWP, WIP 13F-HR 03 Jul 2023, 14:29
Q1 2023 23 $142,532,000 +$925,898 -$839,736 +$86,162 IWF, IWD, IWS, IWP, WIP 13F-HR 11 Apr 2023, 16:19
Q4 2022 22 $133,962,000 +$7,226,127 -$44,967,276 -$37,741,149 IWD, IWF, IWS, IWP, IWN 13F-HR 04 Jan 2023, 11:15
Q3 2022 23 $80,849,000 $0 $0 $0 IWP, IWO, IWS, WIP, IWN 13F-HR 03 Oct 2022, 15:13
Q2 2022 23 $133,507,000 +$532,132 -$1,104,054 -$571,922 IWF, IWD, IWS, IWP, IWN 13F-HR 06 Jul 2022, 16:26
Q1 2022 23 $156,092,000 +$1,091,903 -$2,213,680 -$1,121,777 IWF, IWD, IWS, IWP, IWN 13F-HR 13 Apr 2022, 14:46
Q4 2021 23 $171,986,000 +$2,927,184 -$1,239,554 +$1,687,630 IWF, IWD, IWP, IWS, IWN 13F-HR 12 Jan 2022, 13:31
Q3 2021 23 $167,626,000 +$457,000 $0 +$457,000 IWF, IWD, IWP, IWS, IWN 13F-HR 04 Oct 2021, 16:19
Q2 2021 21 $168,257,000 +$2,748,224 -$4,732,308 -$1,984,084 IWF, IWD, IWP, IWS, IWN 13F-HR 02 Jul 2021, 11:58
Q1 2021 20 $158,814,000 +$1,270,355 -$3,518,099 -$2,247,744 IWF, IWD, IWP, IWS, IWN 13F-HR 13 Apr 2021, 14:59
Q4 2020 19 $153,605,000 +$9,484,749 -$1,444,150 +$8,040,599 IWF, IWD, IWP, IWS, WIP 13F-HR 13 Jan 2021, 12:25
Q3 2020 19 $132,101,000 +$449,386 $0 +$449,386 IWF, IWD, IWP, IWS, WIP 13F-HR 05 Oct 2020, 15:39
Q2 2020 19 $124,545,000 +$904,524 $0 +$904,524 IWF, IWD, IWP, IWS, WIP 13F-HR 01 Jul 2020, 11:23
Q1 2020 18 $103,330,000 +$350,298 -$7,073,119 -$6,722,821 IWF, IWD, IWP, IWS, WIP 13F-HR 02 Apr 2020, 14:21
Q4 2019 18 $144,579,000 +$735,989 -$389,526 +$346,463 IWF, IWD, IWP, IWS, WIP 13F-HR 09 Jan 2020, 12:14
Q3 2019 19 $132,962,000 +$223,197 -$4,888,792 -$4,665,595 IWF, IWD, IWP, IWS, IWN 13F-HR 01 Oct 2019, 17:14
Q2 2019 19 $135,332,000 +$1,420,224 -$1,191,439 +$228,785 IWF, IWD, IWP, IWS, WIP 13F-HR 18 Jul 2019, 11:58
Q1 2019 19 $124,807,000 +$314,313 -$182,241 +$132,072 IWF, IWD, IWP, IWS, WIP 13F-HR 03 Apr 2019, 10:27
Q4 2018 19 $113,997,000 +$3,479,343 -$413,518 +$3,065,825 IWF, IWD, IWP, IWS, WIP 13F-HR 10 Jan 2019, 18:43
Q3 2018 17 $130,438,000 +$1,981,778 -$4,499,592 -$2,517,814 IWF, IWD, IWP, IWS, IWN 13F-HR 01 Oct 2018, 12:01
Q2 2018 17 $124,321,000 +$269,186 $0 +$269,186 IWF, IWD, IWS, IWP, IWN 13F-HR 23 Jul 2018, 13:06
Q1 2018 17 $120,724,000 +$580,644 -$157,127 +$423,517 IWF, IWD, IWS, IWP, IWN 13F-HR 03 Apr 2018, 11:28
Q4 2017 17 $121,543,000 +$576,861 -$1,434,165 -$857,304 IWF, IWD, IWS, IWP, IWN 13F-HR 02 Jan 2018, 10:48
Q3 2017 17 $117,371,000 +$5,041,174 -$58,801,701 -$53,760,527 IWF, IWD, IWS, IWP, IWN 13F-HR 03 Oct 2017, 09:30
Q2 2017 17 $110,740,000 +$8,370,544 -$520,971 +$7,849,573 IWD, IWF, IWS, IWP, WIP 13F-HR 03 Jul 2017, 16:54
Q1 2017 17 $105,427,000 +$727,086 -$355,862 +$371,224 IWD, IWF, IWS, IWP, IWN 13F-HR 03 Apr 2017, 09:13
Q4 2016 17 $100,280,000 +$12,880,320 -$11,527,553 +$1,352,767 IWD, IWF, IWS, IWP, IWN 13F-HR 03 Jan 2017, 11:45
Q3 2016 16 $96,567,000 +$4,770,886 -$340,641 +$4,430,245 IWD, IWF, IWS, IWP, EFA 13F-HR 03 Oct 2016, 10:56
Q2 2016 16 $88,857,000 +$202,475 $0 +$202,475 IWD, IWF, IWS, IWP, EFA 13F-HR 05 Jul 2016, 16:18
Q1 2016 16 $86,530,000 +$6,797,772 -$44,774 +$6,752,998 IWD, IWF, IWS, IWP, EFA 13F-HR 01 Apr 2016, 12:28
Q4 2015 15 $76,253,000 +$1,935,539 -$1,236 +$1,934,303 IWF, IWD, IWP, IWS, EFA 13F-HR 06 Jan 2016, 09:24
Q3 2015 14 $73,275,000 +$6,069,087 $0 +$6,069,087 IWF, IWD, IWP, IWS, EFA 13F-HR 23 Oct 2015, 14:47
Q2 2015 14 $73,730,000 +$6,052 -$209,106 -$203,054 IWF, IWD, IWS, IWP, EFA 13F-HR 06 Jul 2015, 14:12
Q1 2015 14 $76,309,000 +$2,993,005 -$1,660,272 +$1,332,733 IWF, IWD, IWS, EFA, IWP 13F-HR 14 Apr 2015, 12:53
Q4 2014 14 $72,852,000 $0 $0 $0 IWF, IWD, IWS, EFA, IWP 13F-HR 26 Jan 2015, 16:07
Q4 2013 14 $67,169,000 $0 $0 $0 IWF, IWD, EFA, IWS, IWP 13F-HR 10 Mar 2014, 13:01