LBJ Family Wealth Advisors, Ltd.
CIK
1601622
Location
AUSTIN, TX
Portfolio Value
Micro
$3,607,142
Diversification
Highly concentrated
Filing Date
Global Rank
#8,413
/ 8,603
▲ 55
· as of Mar 2026
Top Industry
Banks - Regional
46.0%
3Y Alpha vs SPY
-11.2%
Period ended 3 months ago
Filed Apr 2, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.6%
SPY
+76.5%
Annualised alpha
-11.0%
Max drawdown
−25.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.0%
+3.3 pts
Top 5
92.3%
+6.4 pts
Top 10
100.0%
0.0 pts
HHI
2,728
Highly concentrated+308
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 46.0% | $1,658,597 |
| Technology | 27.9% | $1,005,792 |
| Healthcare | 14.6% | $528,398 |
| Consumer Defensive | 11.5% | $414,355 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPB | CAMPBELL'S Co | +2 | 18,606 | $414,355 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TCBI | Texas Capital Bancshares Inc/Tx | −1,024 | 17,481 | $1,658,597 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 1,660 | $255,872 | |
| No positions match the current search. | ||||
6 positions ·
$3,607,142 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TCBI |
Texas Capital Bancshares Inc/Tx
Financial Services
|
Reduced | 17,481 | $1,658,597 | 45.98% | |
| STTK |
Shattuck Labs, Inc.
Healthcare
|
Held | 82,177 | $528,398 | 14.65% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,132 | $419,032 | 11.62% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Added | 18,606 | $414,355 | 11.49% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,218 | $309,116 | 8.57% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,592 | $277,644 | 7.70% |