LBJ Family Wealth Advisors, Ltd. Q4 2022 vs. Q1 2023: Exploring the Shifts in 13F Holdings

Investing in the market can be a fruitful exercise, but it requires careful analysis, consistent research, and timely decision-making. However, it's crucial to note that the market is often volatile, and changes occur frequently. That's why LBJ Family Wealth Advisors, Ltd., filed their 13F holdings report for Q4 2022 and Q1 2023, highlighting the shifts in their portfolio. In this blog post, we'll explore some of the significant changes in LBJ's holdings between the two periods.

One of the holdings that saw a drastic change in value was RETA Pharmaceuticals Inc. The value increased by 135.8%, rising from $1,153,000 to $2,719,000. LBJ's shares in RETA Pharmaceuticals fell slightly from 30,359 to 29,907, but the increase in value is a positive sign. RETA Pharmaceuticals is a clinical-stage biopharmaceutical company that focuses on developing treatments for rare diseases.

Another significant shift was in Texas Capital Bancshares. LBJ's shares remained constant at 21,516, but the value dropped from $1,298,000 to $1,053,000, representing an 18.9% decrease. Texas Capital Bancshares is a bank holding company that provides commercial banking services in Texas.

VONV, LBJ's new entrant, had zero shares in Q4 2022, but that changed dramatically in Q1 2023 with 10,680 shares worth $714,000. VONV tracks the Russell 1000 Value Index, which measures the performance of large-caps deemed to be undervalued, according to fundamentals and valuation metrics.

Besides the discussed holdings, several others also witnessed a shift in value, albeit not as significant as those highlighted above. IWF, the iShares Russell 1000 Growth ETF, saw its value increase by 13.5%, for instance, while VNQ, the Vanguard Index Funds REIT ETF, had an increase of 1.4%. IWS, the iShares Russell Mid-Cap Value ETF, decreased by 1.6%.

Overall, we cannot overemphasize the importance of regularly assessing and reviewing holdings, given the ever-changing nature of the market. While we focus on LBJ's shifts in holdings, it is noteworthy to mention that 13F filings are mandatory for investment management firms and those who hold a minimum of $100 million in securities, so the public and investors can make informed decisions.

In conclusion, the Q4 2022 versus Q1 2023 comparison of LBJ Family Wealth Advisors, Ltd. 13F holdings indicates a few promising investments and a shift in the portfolio of holdings. It's fascinating to delve into the different holdings' descriptions, but it is crucial to conduct your research and make well-informed investment decisions that meet your financial goals and portfolio requirements.