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LBJ Family Wealth Advisors, Ltd.: Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 24 January, 2024

LBJ Family Wealth Advisors, Ltd. has released its Q3 2023 and Q4 2023 13F holdings comparison, revealing interesting changes in their investment portfolio. Let's take a closer look at some of the key shifts and how they may impact the overall portfolio.

ISHARES Rus 1000 Grw ETF (IWF)

In Q3 2023, LBJ Family Wealth Advisors held 113,414 shares of this growth-oriented ETF, with a value of $30,000. However, in Q4 2023, their holdings decreased to 109,683 shares, valued at $33,000. Despite the decrease in shares, the value of their investment increased, reflecting a 10.2% growth.

ISHARES Rus 1000 Val ETF (IWD)

LBJ Family Wealth Advisors maintained a high level of confidence in value investing with the ISHARES Rus 1000 Val ETF. Their Q3 2023 holdings consisted of 171,536 shares worth $26,000, and in Q4 2023, they slightly decreased to 169,908 shares valued at $28,000. This represents a 7.8% change.


This mid-cap value ETF experienced a minor decrease in LBJ Family Wealth Advisors' holdings. From 130,693 shares worth $13,000 in Q3 2023, their investment dwindled to 125,308 shares valued at $14,000 in Q4 2023. Despite the decrease in shares, the overall value saw a 6.9% increase.


LBJ Family Wealth Advisors also made adjustments to their holdings in the growth segment of the mid-cap market. In Q3 2023, they held 143,041 shares worth $13,000, and by Q4 2023, the number of shares decreased to 135,575 while the value increased to $14,000, representing an 8.4% shift.

ISHARES Rus 2000 Val ETF (IWN)

The holdings of this small-cap value ETF saw a moderate decrease from 65,848 shares worth $8,000 in Q3 2023 to 64,108 shares valued at $9,000 in Q4 2023. This change represents an 11.6% increase in the investment value.

SPDR Series Trust DB Int. Gvt. ETF (WIP)

LBJ Family Wealth Advisors continued their investment in international government bonds by holding 230,147 shares worth $8,000 in Q3 2023. Their holdings decreased slightly to 225,617 shares valued at $9,000 in Q4 2023, representing a reasonable 5.7% shift.

These are just a few examples of the changes LBJ Family Wealth Advisors made in their portfolio. It's clear that they are actively managing their funds to adapt to the market's opportunities and risks.

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