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Faith Vincent

@Lbj Family Wealth Advisors, Ltd.

Latest period2024 - Q4ReportedManaged Assets$157.409MTotal holdings23
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbj Family Wealth Advisors, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Lbj Family Wealth Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 157.409M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Faith Vincent, and others.

Portfolio holdings

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InvestmentPortfolio %Reported Value