13F-HR/A filed by LBJ Family Wealth Advisors, Ltd.
LBJ Family Wealth Advisors, Ltd. filed this 13F-HR/A for the quarter ended 2024-12-31, filed 2025-04-01, with 29 holding rows worth $167,740,000.
- Accession
- 0001601622-25-000003
- Filer
- CIK 1601622
- Filed
- 2025-04-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A combination report, amendment of type new holdings, 29 entries on the cover page, a total value of $167,740,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,740,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-16100. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerPARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 104,270 | $41,873,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 168,516 | $31,197,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 136,667 | $17,323,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 126,065 | $16,305,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 62,278 | $10,224,000 | thousands, detected and multiplied | |
| SPDR CITI INTL GOVT INFLATION- | 78464A490 | FTSE INT GVT ETF | 239,716 | $8,673,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 25,840 | $7,437,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 93,184 | $7,046,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 147,263 | $6,485,000 | thousands, detected and multiplied | |
| Vanguard Real Estate | 922908553 | SHS | 29,749 | $2,650,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 23,424 | $2,520,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 24,409 | $1,983,000 | thousands, detected and multiplied | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 12,475 | $1,804,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 5,156 | $1,494,000 | thousands, detected and multiplied | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 4,608 | $1,485,000 | thousands, detected and multiplied | |
| TEXAS CAP BANCSHARES INC | 88224Q107 | COM | 18,981 | $1,484,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 14,044 | $1,451,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 33,245 | $1,390,000 | thousands, detected and multiplied | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 5,598 | $1,176,000 | thousands, detected and multiplied | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 18,612 | $779,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 10,736 | $671,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 1,334 | $562,000 | thousands, detected and multiplied | |
| BLACKSTONE INC | 09260D107 | COM | 2,773 | $478,000 | thousands, detected and multiplied | |
| Vanguard Growth | 922908736 | COM | 720 | $296,000 | thousands, detected and multiplied | |
| VGT | 92204A702 | SHS | 404 | $251,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 915 | $229,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 1,592 | $214,000 | thousands, detected and multiplied | |
| VANGUARD STAR FDS | 921909768 | COM | 2,734 | $161,000 | thousands, detected and multiplied | |
| SHATTUCK LABS INC | 82024L103 | COMMON STOCK | 82,177 | $99,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001601622-25-000001 | superseded | 2025-01-07 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001601622-25-000003 | this filing | 2025-04-01 | acceptance time not in the bulk data set |