Bullish
Agent
Market
EDGAR
Earnings
Ratings
Insiders
Shorts
Offerings
▾
Follow-Ons
IPO Calendar
Funds
▾
Portfolio (Quarterly)
Holdings (Monthly)
All Stakes
Directory
Legends
ETFs
Screener
Sign in
Register
🌙
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%