LBJ Family Wealth Advisors, Ltd.

13F filer, CIK 1601622, AUSTIN, TX

LBJ Family Wealth Advisors, Ltd. reported $167,740,000 across 29 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-04-01. Its ten largest share positions make up 88.95% of the portfolio.

Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR/A 0001601622-25-000003

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period: 2024-12-31
Reported value: $168M
Holdings: 29
Top 10 weight: 88.95%
New: 1
Sold out: 0

Largest buys vs the previous quarter

Security	Shares change	Approx. value
XOMadded	+2,086	$224K
NVDAnew	+1,592	$214K
VONGadded	+1,117	$115K
VONVadded	+1,065	$86.5K
VTIadded	+264	$76.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IWFreduced	-1,370	-$550K
IWDreduced	-1,227	-$227K
VXUSreduced	-3,768	-$222K
IWPreduced	-1,296	-$164K
IWSreduced	-910	-$118K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR/A 0001601622-25-000003, largest first. % of portfolio is the value over $167,740,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IWFISHARES TR	104,270	$41.9M	24.96%	-1,370	Timeline
IWDISHARES TR	168,516	$31.2M	18.6%	-1,227	Timeline
IWPISHARES TR	136,667	$17.3M	10.33%	-1,296	Timeline
IWSISHARES TR	126,065	$16.3M	9.72%	-910	Timeline
IWNISHARES TR	62,278	$10.2M	6.1%	-592	Timeline
WIPSPDR SERIES TRUST	239,716	$8.67M	5.17%	+340	Timeline
IWOISHARES TR	25,840	$7.44M	4.43%	-329	Timeline
EFAISHARES TR	93,184	$7.05M	4.2%	+459	Timeline
VWOVANGUARD INTL EQUITY INDEX F	147,263	$6.49M	3.87%	+503	Timeline
VNQVANGUARD INDEX FDS	29,749	$2.65M	1.58%	+77	Timeline
XOMEXXON MOBIL CORP	23,424	$2.52M	1.5%	+2,086	Timeline
VONVVANGUARD SCOTTSDALE FDS	24,409	$1.98M	1.18%	+1,065	Timeline
VTWVVANGUARD SCOTTSDALE FDS	12,475	$1.8M	1.08%	+91	Timeline
VTIVANGUARD INDEX FDS	5,156	$1.49M	0.89%	+264	Timeline
IWBISHARES TR	4,608	$1.49M	0.89%	+11	Timeline
TCBITEXAS CAP BANCSHARES INC	18,981	$1.48M	0.88%	-1	Timeline
VONGVANGUARD SCOTTSDALE FDS	14,044	$1.45M	0.87%	+1,117	Timeline
EEMISHARES TR	33,245	$1.39M	0.83%	+278	Timeline
VTWGVANGUARD SCOTTSDALE FDS	5,598	$1.18M	0.7%	-63	Timeline
CPBTHE CAMPBELLS COMPANY	18,612	$779K	0.46%	+16	Timeline
EZMWISDOMTREE TR	10,736	$671K	0.4%	+27	Timeline
MSFTMICROSOFT CORP	1,334	$562K	0.34%	-13	Timeline
BXBLACKSTONE INC	2,773	$478K	0.28%	-225	Timeline
VUGVANGUARD INDEX FDS	720	$296K	0.18%	0	Timeline
VGTVANGUARD WORLD FD	404	$251K	0.15%	0	Timeline
AAPLAPPLE INC	915	$229K	0.14%	-29	Timeline
NVDANVIDIA CORPORATION	1,592	$214K	0.13%	new	Timeline
VXUSVANGUARD STAR FDS	2,734	$161K	0.1%	-3,768	Timeline
STTKSHATTUCK LABS INC	82,177	$99K	0.06%	0	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001601622-25-000001	superseded		2025-01-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC
13F-HR/A 0001601622-25-000003	base	new holdings	2025-04-01	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC