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Portfolio (Quarterly) Guide ↗

LBJ Family Wealth Advisors, Ltd.

· CIK 0001601622
13F Portfolio $171M AUM 28 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BX BLACKSTONE INC Financial Services 1,660 $256K 0.14% SOLD
Sector Allocation
Energy 51.7%
Financial Services 22.4%
Technology 13.4%
Healthcare 6.8%
Consumer Defensive 5.7%